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(3338)

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds

Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Re...

1 Aug 201831min

BOJ Allows Japan To Keep QE In Place For Another Three Years

BOJ Allows Japan To Keep QE In Place For Another Three Years

Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, preview...

1 Aug 201830min

Corporate Boards Are Shirking Responsibility On #MeToo Crises

Corporate Boards Are Shirking Responsibility On #MeToo Crises

Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle  the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Go...

30 Jul 201828min

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce

SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualco...

27 Jul 201830min

Facebook Is Real Business, But Google Is Better For Ad Exposure

Facebook Is Real Business, But Google Is Better For Ad Exposure

Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appea...

26 Jul 201828min

Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt

Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt

Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are...

26 Jul 201828min

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower,...

24 Jul 201829min

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitt...

23 Jul 201829min

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