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(3333)

Wingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO

Wingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO

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1 Feb 201827min

AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen

AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen

Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, ...

30 Jan 201830min

NAFTA Will Happen, But It May Take More Time: Bill Rhodes

NAFTA Will Happen, But It May Take More Time: Bill Rhodes

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman, technology reporter for Bloomberg, on how...

29 Jan 201822min

Lot of Opportunities In Mexico's Energy Sector: IMF's Werner

Lot of Opportunities In Mexico's Energy Sector: IMF's Werner

Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global Macro Strategist for Bloomberg Intelligen...

26 Jan 201826min

Economy Appears to Have At Least 6 More Solid Months: Goldstein

Economy Appears to Have At Least 6 More Solid Months: Goldstein

Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting Director of the CIA and founding partner and Pr...

25 Jan 201827min

After Selling Patron, John Paul DeJoria  Turns To Rok Mobile

After Selling Patron, John Paul DeJoria Turns To Rok Mobile

John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next. Jim Bianco, President and Founder of Bianco...

24 Jan 201828min

Solar Cost Declines To Persist Despite Tariff Disruption: Evans

Solar Cost Declines To Persist Despite Tariff Disruption: Evans

James Evans, Global Clean Energy Analyst for Bloomberg Intelligence, on impact of tariffs on the US solar industry. Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on why the dollar wil...

23 Jan 201828min

Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair

Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair

Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly ...

22 Jan 201826min

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