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(3337)

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and in...

25 Jun 201830min

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of ...

22 Jun 201828min

The Ball Is In Comcast’s Court :Paul Sweeney

The Ball Is In Comcast’s Court :Paul Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg ...

21 Jun 201825min

We are starting to see the fruit of regulatory easing: Terrazas

We are starting to see the fruit of regulatory easing: Terrazas

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carringt...

19 Jun 201829min

Hard to Price in Tarrifs: Michael Zezas

Hard to Price in Tarrifs: Michael Zezas

Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. ...

18 Jun 201828min

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, Investment Director at GAM UK ...

18 Jun 201827min

Health Care Investing and Economic Outlook

Health Care Investing and Economic Outlook

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vi...

14 Jun 201828min

Oil reports are very Normal : Stephen Schork

Oil reports are very Normal : Stephen Schork

Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled wor...

13 Jun 201821min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
lederpodden
okonomiamatorene
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-fa-makro
rss-andelige-tanker-med-camillo