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(3340)

Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)

Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)

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Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)

Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)

Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, ...

8 Jan 201929min

China's Surging Interest Bill Underscores Debt Strain (Podcast)

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Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities ...

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Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed.  Jason Schenker, President of Prestige Economics, Chairman of T...

7 Jan 201930min

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Ass...

3 Jan 201926min

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelli...

2 Jan 201927min

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and out...

31 Des 201829min

This One Weird Number Explains Everything: DataTrek's Colas

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...

28 Des 201827min

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