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)

Weight Watchers Wants To Own The Healthy Kitchen: CEO Grossman

Weight Watchers Wants To Own The Healthy Kitchen: CEO Grossman

Mindy Grossman, CEO of Weight Watchers, discusses the shift from focusing on losing weight to overall health and wellness, and the launch of their Healthy Kitchen products.Paul Sweeney, U.S. Director ...

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Irish Border Issue Is Increasingly Difficult to Solve: Harkin

Irish Border Issue Is Increasingly Difficult to Solve: Harkin

Marian Harkin, European Union Parliament Member representing Ireland, discusses Brexit and the border between Northern Ireland and the Republic. Jennifer Bartashus, Senior U.S. Food Retail Analyst for...

16 Mar 201831min

Private Equity Sowed the Seeds For Toys, iHeart Bankruptcies

Private Equity Sowed the Seeds For Toys, iHeart Bankruptcies

Phil Brendel, senior credit analyst for Bloomberg Intelligence, and Matt Townsend, Global business reporter for Bloomberg, on Toys R Us liquidating stores, and iHeart filing for bankruptcy.Yalman Onar...

15 Mar 201835min

Junk ETFs Are Favorite Trading Partner to Exploit: John McClain

Junk ETFs Are Favorite Trading Partner to Exploit: John McClain

John McClain, portfolio manager at Diamond Hill Investment Group, with color and outlook for credit markets and high-yield debt. Author Joshua Freeman,  professor at Queens College and the CUNY Gradua...

14 Mar 201830min

China Investors' Worst Fears Coming Home In BCOM Block: Balloon

China Investors' Worst Fears Coming Home In BCOM Block: Balloon

Tony Balloon, the head of the China corporate consulting practice at Alston & Bird, and Bloomberg's DOJ reporter David McLaughlin, discuss Trump rejecting the Qualcomm/Broadcom merger, and potential i...

13 Mar 201830min

GS Picked Solomon To Tap Modern Market, Young Blood: Schatzker

GS Picked Solomon To Tap Modern Market, Young Blood: Schatzker

Erik Schatzker, Editor-at-large for Bloomberg, on Goldman announcing David Solomon will be the sole president of the company, and Lloyd Blankfein saying reports of his exit are premature. MID MARKET R...

12 Mar 201828min

Korea Gesture Is A Blink We Should Take Advantage Of: Devine

Korea Gesture Is A Blink We Should Take Advantage Of: Devine

Jack Devine, former Acting Director of the CIA and President of security firm The Arkin Group, and Toby Harshaw, Bloomberg View editor, discuss President Trump upcoming meeting with North Korea's Kim ...

9 Mar 201828min

You’ll Always Have Humans That Want To Con Other Humans: Quadir

You’ll Always Have Humans That Want To Con Other Humans: Quadir

Fahmi Quadir, Founder and CIO of Safkhet Capital LP, discusses starting her short-only hedge fund, and how she targets a stock. Priya Misra, Head of Global Rates at TD Securities, on the ECB rate deci...

8 Mar 201828min

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