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)

Louisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle

Louisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle

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Facebook Unit Works With Nearly Anyone Seeking Power: Silver

Facebook Unit Works With Nearly Anyone Seeking Power: Silver

Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with nearly anyone seeking or securing power. John ...

21 Des 201728min

Tax Plan Likely to Spur More M&A: Evercore's Schlosstein

Tax Plan Likely to Spur More M&A: Evercore's Schlosstein

Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly techno...

20 Des 201726min

Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo

Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo

Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We also have Alberto Gallo, Portfolio Manager a...

19 Des 201728min

Stocks Gain on U.S. Tax Plan; Bitcoin Rallies

Stocks Gain on U.S. Tax Plan; Bitcoin Rallies

Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder, chairman and co-CIO of Fisher Investments,...

18 Des 201727min

FCC Putting Foxes In Charge of the Hen House: Garrity

FCC Putting Foxes In Charge of the Hen House: Garrity

David Garrity, CEO of GVA Research, and June Grasso, legal expert and co-host on Politics, Power, Policy & Law for Bloomberg, on the industry and legal ramifications of the FCC decision to repeal net ...

15 Des 201730min

Could See CBS Looking To Buy, Following Disney-Fox Deal

Could See CBS Looking To Buy, Following Disney-Fox Deal

Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of Fox assets in a breakup of the Murdoch e...

14 Des 201729min

A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive

A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive

Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on  why Mitch McConnell's job just got a lot harder. Chris Young, CE...

13 Des 201729min

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