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)

Trump's Animal Spirits Are Threatened by China Trade Tiff

Trump's Animal Spirits Are Threatened by China Trade Tiff

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at ...

2 Nov 201826min

Next Wave of Tech Will Shift From FAANG to Payments, Autos

Next Wave of Tech Will Shift From FAANG to Payments, Autos

Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier.  Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on ...

1 Nov 201829min

It’s Too Late For Smaller Asset Managers To Scale Up

It’s Too Late For Smaller Asset Managers To Scale Up

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steel...

31 Okt 201828min

Stock Market Is Getting Close To Being Washed Out: Maley

Stock Market Is Getting Close To Being Washed Out: Maley

Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on GE earnings and outlook.  ...

30 Okt 201828min

Angela Merkel Pre-Empts Power Vacuum With Exit Strategy

Angela Merkel Pre-Empts Power Vacuum With Exit Strategy

Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscap...

29 Okt 201826min

Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech secto...

26 Okt 201831min

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook.  Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washin...

25 Okt 201827min

We're Going To See An Implosion In High-End Condos: Guterman

We're Going To See An Implosion In High-End Condos: Guterman

Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing...

24 Okt 201825min

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