Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Street reporter with Bloomberg News, joins to discuss Goldman Sachs exploring a sale of its personal finance management arm and the recent hiring spree it intends to go on. Dan Ives, Senior Equity Analyst with WedBush Securities, discusses why he thinks Apple should buy ESPN and also previews Nvidia earnings this week and what it means for AI. Sam Fazeli, Pharmaceuticals Analyst and Head of Euro Research with Bloomberg Intelligence, joins to discuss how a new COVID variant could negatively affect BioNTech and Pfizer. Dave Magers, CEO of Mecum Auctions, discusses the Monterey Car Show this past weekend. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3342)

Amazon's Erstwhile NYC Site Will Lure In New Money

Amazon's Erstwhile NYC Site Will Lure In New Money

Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ.  Anna Edgerton, congressional reporter for Bloomberg, on Trump in...

15 Feb 201929min

Retail Sales Numbers Are Just Wrong: Craig Johnson

Retail Sales Numbers Are Just Wrong: Craig Johnson

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current...

14 Feb 201925min

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs.  Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, repres...

13 Feb 201929min

China's Debt Poses Much Greater Threat Than Trade

China's Debt Poses Much Greater Threat Than Trade

John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are...

12 Feb 201927min

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strateg...

11 Feb 201929min

Former CIA Ops Chief: In the Long Game, Maduro Goes

Former CIA Ops Chief: In the Long Game, Maduro Goes

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at...

8 Feb 201929min

BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)

BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)

Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bod...

7 Feb 201929min

Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)

Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)

Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela.  Porter Bibb, Managing Partner for MediaTec...

6 Feb 201928min

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