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(3332)

Florida Nuclear Plants Say They're Not at Risk From Irma

Florida Nuclear Plants Say They're Not at Risk From Irma

Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-a...

8 Sep 201729min

Hurricane Irma Threatens $1.2 Billion of Florida Crops, Bjerga Says

Hurricane Irma Threatens $1.2 Billion of Florida Crops, Bjerga Says

Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Ha...

7 Sep 201728min

Russian Tech Is Leaking Into North Korea, Atlantic Council's Cohen Says

Russian Tech Is Leaking Into North Korea, Atlantic Council's Cohen Says

Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea...

6 Sep 201728min

Aerospace Bulks Up

Aerospace Bulks Up

The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Man...

5 Sep 201719min

Harvey Endangered World's Most Important Chemical

Harvey Endangered World's Most Important Chemical

Hurricane Harvey destroyed large stocks of ethylene, the world's most important chemical, Bloomberg Intelligence's Jason Miner and Houston-based Bloomberg reporter Jack Kaskey tell Pimm Fox and Lisa A...

1 Sep 201729min

Refineries Still Operating Will Benefit Most From Harvey, Lipow Says

Refineries Still Operating Will Benefit Most From Harvey, Lipow Says

Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg Businessweek's David Kocieniewski discuss...

31 Aug 201729min

Doritos Goes Organic to Break Into Amazon's Whole Foods, Kaplan Says

Doritos Goes Organic to Break Into Amazon's Whole Foods, Kaplan Says

Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line. Sal Gilbertie, the president and founder...

30 Aug 201730min

Houston Police Chief Says Challenge Is Getting Resources

Houston Police Chief Says Challenge Is Getting Resources

Houston Police Chief Art Acevedo discusses rescue and relief efforts after Hurricane Harvey and says there are challenges getting adequate resources to the city. Stephen Schork, president of the Schor...

29 Aug 201730min

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