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)

How Sinclair Broadcasting Is Delivering Trump's Message

How Sinclair Broadcasting Is Delivering Trump's Message

Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Tr...

21 Jul 201728min

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expa...

20 Jul 201722min

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and M...

19 Jul 201730min

Why Intrepid's Travis Likes Leucadia

Why Intrepid's Travis Likes Leucadia

Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic ...

18 Jul 201725min

Why Carson Block's Short on Bank of Ozarks Has Failed

Why Carson Block's Short on Bank of Ozarks Has Failed

George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola d...

17 Jul 201728min

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors an...

14 Jul 201729min

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed...

13 Jul 201717min

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yell...

12 Jul 201712min

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