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(3339)

Tariffs Driving Some Production Back To China: Volvo CEO

Tariffs Driving Some Production Back To China: Volvo CEO

Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on...

28 Nov 201830min

"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes

"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military ...

27 Nov 201828min

It's Very Implausible That Powell Will Pause To Please Markets

It's Very Implausible That Powell Will Pause To Please Markets

John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for CO...

26 Nov 201827min

Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble

Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble

CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's t...

21 Nov 201826min

Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu

Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu

Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE."  Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff ...

20 Nov 201831min

Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending

Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending

David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Le...

19 Nov 201818min

The Bottom Line Is California Won't Allow PG&E To Fail

The Bottom Line Is California Won't Allow PG&E To Fail

Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest.  Brendan Brown, Chief Economist and Head...

16 Nov 201826min

People Voted On Health Care, Not The Economy: Rep. Eshoo

People Voted On Health Care, Not The Economy: Rep. Eshoo

Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, o...

15 Nov 201830min

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