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(3326)

Former CIA Acting Director Forecasts Global Risks (Correct)

Former CIA Acting Director Forecasts Global Risks (Correct)

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Agrochemical Mega-Deals Could Reshape Industry, BI's Miner Says

Agrochemical Mega-Deals Could Reshape Industry, BI's Miner Says

Jason Miner, a senior global chemical analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how mega-deals could reshape the agrochemicals industry. Rick Selvala, CEO and co-founder of...

27 Mar 201728min

Moody's Carlson on the Direction of the U.S. Credit Rating

Moody's Carlson on the Direction of the U.S. Credit Rating

Sarah Carlson, a senior vice president at Moody's Investors Service, discusses the White House budget proposal and the direction of the U.S. credit profile. Bloomberg's Meenal Vamburkar talks about Tr...

24 Mar 201737min

Russia's a Clear And Present Danger, Ambassador Ereli Says

Russia's a Clear And Present Danger, Ambassador Ereli Says

Adam Ereli, who was a U.S. ambassador to Bahrain and State Department deputy spokesman, discusses the Russia investigation, U.S.-Russia relations and Rex Tillerson's meeting with NATO. Stephen Guilfoy...

23 Mar 201727min

Political Risk Not a Major Threat to Globalization, Datta Says

Political Risk Not a Major Threat to Globalization, Datta Says

Tapan Datta, the chief economist at Aon Hewitt, talks about the impact of political events on the Eurozone economy. Bloomberg Intelligence's Ryan O'Connell discusses Ally Financial and the deepening a...

22 Mar 201727min

Is There Value in Gorsuch's Congressional Hearings?

Is There Value in Gorsuch's Congressional Hearings?

Greg Stohr, a Supreme Court reporter at Bloomberg, says 90 percent of Neil Gorsuch's answers at his Congressional hearings are predictable, but there's real substance in the nitty-gritty of what he sa...

21 Mar 201712min

Bloomberg's Olorunnipa on Comey's Testimony on Russia Investiga

Bloomberg's Olorunnipa on Comey's Testimony on Russia Investiga

Toluse Olorunnipa, White House Correspondent, on FBI Director James Comey testifying at a congressional hearing on the investigation into Russia's alleged meddling in the 2016 election. Ian Wishart, E...

20 Mar 201719min

EU's Harkin: EU Nations in Free-For-All Fight for UK Companies

EU's Harkin: EU Nations in Free-For-All Fight for UK Companies

Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, on Brexit, companies shifting out of the UK, and the future of the EU. J...

17 Mar 201729min

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