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(3330)

Former Acting CIA Director Devine Is 'Very Concerned' About Korea

Former Acting CIA Director Devine Is 'Very Concerned' About Korea

Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for negotiation, not military action, with North Korea....

14 Aug 201727min

Programmatic Advertising Is the Future, Trade Desk CEO Says

Programmatic Advertising Is the Future, Trade Desk CEO Says

Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson, president of Customer Growth Partners, discuss...

11 Aug 201727min

China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says

China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says

Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about potential actions that could force China's hand on North Korea. George Mathew, CEO and chairman of Kespry, discusses the i...

10 Aug 201733min

Tellurian's Souki Expects Higher LNG Prices Globally in Two Years

Tellurian's Souki Expects Higher LNG Prices Globally in Two Years

Charif Souki, founder of Cheniere and chairman of Tellurian, discusses the LNG and potentially being sued by his former company. Burt Flickinger, managing director of Strategic Resource Group, provide...

9 Aug 201730min

EM Spreads Are Embedded to Sovereign Risk, Sassower Says

EM Spreads Are Embedded to Sovereign Risk, Sassower Says

Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, talks about how EM sovereign spreads are driving energy industry debt valuations, exposing issuers to political risks. Dan Wasiole...

8 Aug 201731min

United Technologies-Rockwell Collins Deal Defends Against Boeing, Rothacker Says

United Technologies-Rockwell Collins Deal Defends Against Boeing, Rothacker Says

Bloomberg Intelligence's Joel Levington and Douglas Rothacker discuss the structural and strategic implications for a $40 billion United Technology-Rockwell Collins deal. Paul Sweeney, the U.S. direct...

7 Aug 201730min

Abandon 'One Korea' Policy, Lefkowitz Says

Abandon 'One Korea' Policy, Lefkowitz Says

Jay Lefkowitz, former U.S. special envoy for human rights in North Korea and a partner at Kirkland and Ellis, tells Pimm Fox and Lisa Abramowicz why we need a radical new approach on North Korea. Bloo...

4 Aug 201728min

Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says

Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says

Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Part...

3 Aug 201728min

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