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)

Humans Are Progressing Despite The Gloomy News Flow: Pinker

Humans Are Progressing Despite The Gloomy News Flow: Pinker

Steven Pinker, Harvard psychologist and professor, discusses his new book, "Enlightenment Now: The Case for Reason, Science, Humanism and Progress."Paresh Upadhaya, Director of Currency Strategy at Am...

7 Mar 201830min

In the End, China Will Ensure North Korea Security: Harshaw

In the End, China Will Ensure North Korea Security: Harshaw

Toby Harshaw, Bloomberg View editor, on North Korea willing to give up its nuclear weapons if the safety of Kim Jong Un’s regime is guaranteed. Brendan Brown, Chief Economist and Head of Economic Rese...

6 Mar 201829min

Trump’s Exact Tack On Tariffs Still Cloudy: Bloomberg’s Webber

Trump’s Exact Tack On Tariffs Still Cloudy: Bloomberg’s Webber

Caitlin Webber, US Trade Policy analyst for Bloomberg Intelligence, on impact of Trump's tariffs and outlook for a trade war. David Garrity, CEO of GVA Research, on social media giants shirking respon...

5 Mar 201828min

CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki

CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki

Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at th...

5 Mar 201826min

Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove

Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove

Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs....

1 Mar 201823min

Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself

Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself

Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability.Michael Gorenstein, CEO o...

28 Feb 201829min

Market Watches Powell For Clues On Inflation Target: Boesler, Wilson

Market Watches Powell For Clues On Inflation Target: Boesler, Wilson

Market Drivers with Bloomberg stocks editor David Wilson, and Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell's testimony before the House Financial S...

27 Feb 201816min

Coming Soon: Decrypted Season 2

Coming Soon: Decrypted Season 2

Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week. See omnystudio.com/listener for privac...

27 Feb 20182min

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