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(3335)

CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze

CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze

David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flic...

18 Mai 201828min

Argentina Selloff Is A Buying Opportunity, Turkey Not So Much

Argentina Selloff Is A Buying Opportunity, Turkey Not So Much

Paul McNamara, Investment Director for emerging markets at GAM UK, on the big selloff in Argentina, and why Turkey is still a risk. Tom Gimbel, Founder and CEO of LaSalle Network, on jobs data, and wh...

18 Mai 201828min

Wealthy Endowments Should Subsidize Education: Ken Langone

Wealthy Endowments Should Subsidize Education: Ken Langone

Ken Langone, Co-Founder of Home Depot and former director of the New York Stock Exchange, discusses his new book, "I Love Capitalism: An American Love Story," education in America, and his investment ...

18 Mai 201836min

Don't See A Scenario That Moonves Stays At Company: Sweeney

Don't See A Scenario That Moonves Stays At Company: Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on the Redstone family defeating the CBS bid to undercut control of company. Peter Pulikkan, US En...

18 Mai 201827min

Power Of US Sanctions Is Diminished After Caving On ZTE: Lake

Power Of US Sanctions Is Diminished After Caving On ZTE: Lake

Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud,  co-founder of HealthCare.com a...

16 Mai 201829min

US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller

US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller

Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloom...

14 Mai 201826min

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & ...

11 Mai 201828min

Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze

Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze

George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal C...

11 Mai 201832min

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