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)

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street bu...

26 Feb 201829min

BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas

BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas

Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in their indexes. Eric Kazatsky, municipal ...

23 Feb 201818min

Lurking Unfairness At Heart Of Economy: Facebook Co-Founder

Lurking Unfairness At Heart Of Economy: Facebook Co-Founder

Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that create today’s economic unfairness. Zach Tra...

22 Feb 201834min

Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt

Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt

Ben Hunt, Chief Investment Strategist for Salient Partners, on what is happening in the market, and relationship of inflation and interest rates.John Hultquist, Director of Intelligence Analysis for F...

21 Feb 201827min

WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger

WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger

Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outloo...

20 Feb 201830min

Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein

Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein

Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance pl...

16 Feb 201825min

Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could so...

15 Feb 201833min

Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir

Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir

Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’...

14 Feb 201830min

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