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(3328)

Politics Are Sideshow to Stock Valuations, Lieberman Says

Politics Are Sideshow to Stock Valuations, Lieberman Says

Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses his column, "Stocks Rally as D.C. Burns and That's Not Odd." Patrick Donahue,...

30 Mai 201730min

Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says

Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says

Ricardo Hausmann, the director of the Center for International Development at Harvard's Kennedy School and Venezuela's former planning minister, discusses Venezuela's debt outlook and political climat...

26 Mai 201727min

Bitcoin Craze Stems From Institutional Buying, Quaranta Says

Bitcoin Craze Stems From Institutional Buying, Quaranta Says

Ron Quaranta, chairman of the Wall Street Blockchain Alliance, discusses the state of the blockchain world in financial markets and the surge in demand for bitcoin. Joseph Feldman, the senior managing...

25 Mai 201733min

U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says

U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says

Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, ...

24 Mai 201728min

USPS' Seaver Sees Cases for Autonomous and Drone Delivery

USPS' Seaver Sees Cases for Autonomous and Drone Delivery

Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal Service, discusses mail intelligence engi...

23 Mai 201736min

Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says

Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says

Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why economic forecasting is still broken. Michael ...

22 Mai 201728min

Contagion From Brazil to EM Is Relatively Limited, Dennis Says

Contagion From Brazil to EM Is Relatively Limited, Dennis Says

Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist at Bloomberg Intelligence, talks about the...

19 Mai 201726min

How Brazil's Corruption Crises Are Roiling Markets

How Brazil's Corruption Crises Are Roiling Markets

Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a Bloomberg finance reporter, talks about the ke...

18 Mai 201710min

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