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)

Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe

Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe

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Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch

Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch

Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gad...

4 Jan 201822min

10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche

10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche

Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how cli...

3 Jan 201824min

Consumer Discretionary Stocks Will Benefit from New Tax Package

Consumer Discretionary Stocks Will Benefit from New Tax Package

Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment Officer for Baird, on markets, the economy, ...

3 Jan 201827min

Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla

Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla

David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market out...

29 Des 201730min

US May Have To Target Korea's Nuclear Infrastructure: General McPeak

US May Have To Target Korea's Nuclear Infrastructure: General McPeak

General Merrill McPeak, retired four-star general and former Air Force Chief of Staff, on what America's options are for hotspots like North Korea, Israel and Iran.David Fanger, Senior Vice President ...

28 Des 201729min

How New Yorkers Can Prepay Their Property Taxes: Speiss

How New Yorkers Can Prepay Their Property Taxes: Speiss

Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, on how New Yorkers can prepay their property taxes early, according to Governor Cuomo’s plan. Lananh Nguyen, FX reporter ...

27 Des 201729min

$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections.Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why ta...

26 Des 201727min

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