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)

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the ...

26 Apr 201829min

Facebook Tries to Curb Fake News, Abuse with New Guidelines

Facebook Tries to Curb Fake News, Abuse with New Guidelines

Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in tr...

25 Apr 201832min

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment ...

24 Apr 201826min

We want to be a consolidator in the industry: William Weld

We want to be a consolidator in the industry: William Weld

Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing...

20 Apr 201833min

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfl...

20 Apr 201830min

U.S. Better Be Prepared For Another Strike On Syria: Stavridis

U.S. Better Be Prepared For Another Strike On Syria: Stavridis

Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speakin...

18 Apr 201832min

$800 Million Crypto Fund Sees A Revolution in Finance: Masters

$800 Million Crypto Fund Sees A Revolution in Finance: Masters

Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intellig...

17 Apr 201826min

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on c...

16 Apr 201830min

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