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(3327)

Oil Could Revisit Lows of $42 on Supply Glut, Kilduff Says

Oil Could Revisit Lows of $42 on Supply Glut, Kilduff Says

John Kilduff, founding partner of Again Capital, talks about oil prices hitting below $50. David Hammer, head of municipal bonds in New York for Pacific Investment Management, discusses Puerto Rico's ...

4 Mai 201731min

Markets Must Support Treasuries as Fed Exits, Whalen Says

Markets Must Support Treasuries as Fed Exits, Whalen Says

Chris Whalen, chairman of Whalen Global Advisers and the author of "Ford Men," discusses the Fed's relationship with the Treasury and how it affects the markets. Bloomberg's Michelle Kaske talks about...

3 Mai 201721min

Treasuries Reflect Doubt About Trump, Fiduciary CIO Says

Treasuries Reflect Doubt About Trump, Fiduciary CIO Says

Live from the 2017 Red Hat Summit in Boston, Fiduciary Trust CIO Peter Andersen says Treasuries reflect doubt that's creeping into the market and forcing people to take a second look at Trump's promis...

2 Mai 201723min

Why It's Time to Sell High Yield

Why It's Time to Sell High Yield

Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks about declining U.S. auto sales. Bloomberg's...

1 Mai 201727min

Amazon & Google Are Defining Consumerism's Future, Munster Says

Amazon & Google Are Defining Consumerism's Future, Munster Says

Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth ...

28 Apr 201727min

What's Happening to the Retail Industry?

What's Happening to the Retail Industry?

Chris Volk, CEO of Store Capital, tells Pimm Fox and Lisa Abramowicz what's happening in the shifting retail landscape and how that may hurt commercial real estate. Bloomberg's Doug Alexander talks ab...

27 Apr 201724min

NBA's Byron Scott on Leadership On and Off The Court

NBA's Byron Scott on Leadership On and Off The Court

Former LA Lakers coach Byron Scott and Freshpet Chairman Charles Norris discuss their book, "Slam-Dunk Success: Leading From Every Position on Life's Court." Dor Skuler, CEO of Intuition Robotics, tal...

26 Apr 201723min

The Future of Energy

The Future of Energy

Live from the 2017 Future of Energy Summit, Christopher Ailman, the CIO of the California State Teachers' Retirement System, discusses the divestment of fossil fuels. Ralph Izzo, the chairman, preside...

25 Apr 201721min

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