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(3336)

Markets may be facing disrespectful tweet fatigue : Paulsen

Markets may be facing disrespectful tweet fatigue : Paulsen

Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment St...

11 Jun 201830min

Eric Wiegand, Senior Portfolio Manageron markets and investing

Eric Wiegand, Senior Portfolio Manageron markets and investing

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stolt...

11 Jun 201830min

The Market has Distinct Trading Pattern : Phil Orlando

The Market has Distinct Trading Pattern : Phil Orlando

Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global St...

8 Jun 201835min

Expectations around the Fed have Waxed and Waned : Marvin Loh

Expectations around the Fed have Waxed and Waned : Marvin Loh

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and ...

6 Jun 201829min

China, Asset Management and Investing Strategies

China, Asset Management and Investing Strategies

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and...

5 Jun 201828min

Trade issues, Re-branding and Luxury Beds

Trade issues, Re-branding and Luxury Beds

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those...

4 Jun 201828min

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, ...

4 Jun 201829min

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on resu...

1 Jun 201829min

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