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)

Gas, Crude Markets at Odds After Harvey, Cushing's Toudouze Says

Gas, Crude Markets at Odds After Harvey, Cushing's Toudouze Says

Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf. Jonathan Adams, an insurance analyst at B...

28 Aug 201725min

Venezuela Debt Gets China Support, AllianceBernstein's Khan Says

Venezuela Debt Gets China Support, AllianceBernstein's Khan Says

Shamaila Khan, the director of emerging market debt at AllianceBernstein, discusses the sanctions on Venezuela that the Trump administration unveiled today, potential impact on the country's debt, and...

25 Aug 201729min

U.S. Won't Default on Debt, But Expect a Shutdown, Steve Bell Says

U.S. Won't Default on Debt, But Expect a Shutdown, Steve Bell Says

Steve Bell, a senior adviser at the Bipartisan Policy Center and former Senate Budget Committee staff director, tells Pimm Fox and Lisa Abramowicz why he believes a government shutdown is inevitable. ...

24 Aug 201727min

Berg Says Short Stock Rally May Be Followed by Long Bear Market

Berg Says Short Stock Rally May Be Followed by Long Bear Market

Milton Berg, CEO and founder of Milton Berg Advisors, discusses his bearish tones on the late-stage bull market and why he's bullish on gold. Bloomberg's Yalman Onaran talks about how big banks could ...

23 Aug 201723min

Cheerleading Is a $2 Billion U.S. Industry, Untapped Worldwide, Varsity Says

Cheerleading Is a $2 Billion U.S. Industry, Untapped Worldwide, Varsity Says

Jeff Webb, founder and chairman of Varsity Spirt, the world's largest cheerleading-uniform company, talks about being the biggest company in the $2 billion industry and his plans for an untapped globa...

22 Aug 201730min

Coal Stocks Trading at Cheap Valuations in Distressed Universe, Schultze Says

Coal Stocks Trading at Cheap Valuations in Distressed Universe, Schultze Says

Schultze Asset Management's George Schultze talks about bankruptcy and distressed investing and where he's finding value. Bloomberg's Matt Townsend and Mario Parker talk about news that Herbalife is e...

21 Aug 201729min

The White House's Impact on the Corporate Community

The White House's Impact on the Corporate Community

Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White House actions on the corporate community....

18 Aug 201727min

Three Percent Inflation Looks Likely, Leuthold's Paulsen Says

Three Percent Inflation Looks Likely, Leuthold's Paulsen Says

Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about how the ECB is expressing concern over Euro...

17 Aug 201725min

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