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)

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Munici...

3 Mar 201727min

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and...

2 Mar 201726min

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane,...

1 Mar 201725min

Eaton Vance's Peabody Sees Opportunities in High-Yield

Eaton Vance's Peabody Sees Opportunities in High-Yield

Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance Multi-Sector Bond Fund, discusses the fixed-income...

28 Feb 201728min

Premier CEO Expects Obamacare Replacement to Take Three Years

Premier CEO Expects Obamacare Replacement to Take Three Years

Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to ...

27 Feb 201732min

Obamacare Replacement to Cover Fewer People, Sparking Blowback

Obamacare Replacement to Cover Fewer People, Sparking Blowback

Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam...

24 Feb 201722min

Most of Tesla's Value Lies in Its Expectations, Denning Says

Most of Tesla's Value Lies in Its Expectations, Denning Says

Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at ...

23 Feb 201729min

First-Time Home Purchases Keep Rising, Mohtashami Says

First-Time Home Purchases Keep Rising, Mohtashami Says

The number of first-time home buyers is rising, reflecting millennials who are the single biggest group of U.S. purchasers, says Logan Mohtashami, a senior loan officer at AMC Lending Group. Joel Levi...

22 Feb 201721min

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