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(3334)

Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology col...

29 Mar 201828min

Tesla Will Burn Through Cash By First Half Of 2019: Levington

Tesla Will Burn Through Cash By First Half Of 2019: Levington

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising m...

29 Mar 201830min

How Facebook Enabled Scam Advertisers Via Affiliate Marketers

How Facebook Enabled Scam Advertisers Via Affiliate Marketers

Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of s...

27 Mar 201827min

US Trade Threats To China Are More Bark Than Bite: McDonough Samara Lenga

US Trade Threats To China Are More Bark Than Bite: McDonough Samara Lenga

Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth ...

26 Mar 201828min

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insur...

23 Mar 201827min

China Tariffs Are Mild, Investors Should Be Relieved: Miller

China Tariffs Are Mild, Investors Should Be Relieved: Miller

Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology o...

22 Mar 201827min

As Economy Underwhelms, Favor Treasuries Over Stocks: Sri-Kumar

As Economy Underwhelms, Favor Treasuries Over Stocks: Sri-Kumar

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equit...

21 Mar 201829min

More Pain To Come For Grocers, As Amazon's Push Grows: Mushkin

More Pain To Come For Grocers, As Amazon's Push Grows: Mushkin

Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made...

20 Mar 201827min

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