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)

P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision

P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision

Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a f...

30 Des 201627min

P&L: Sears Will Get One Last Chance for Turnaround in 2017

P&L: Sears Will Get One Last Chance for Turnaround in 2017

Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of McEnearney Associates, discusses the impa...

29 Des 201628min

P&L: Investing in a Trump Presidency

P&L: Investing in a Trump Presidency

David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook for a variety of asset classes. Jason Mc...

28 Des 201623min

P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'

P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'

Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference Board, gives an overview of the December ...

27 Des 201623min

P&L: GOP Is Pushing Trump to Cut Obamacare Benefits

P&L: GOP Is Pushing Trump to Cut Obamacare Benefits

Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal...

23 Des 201627min

P&L: Cyberattacks Are the Biggest Threat to the Global Economy

P&L: Cyberattacks Are the Biggest Threat to the Global Economy

Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading...

22 Des 201623min

P&L: This Holiday May Be the Best in a Decade for Retailers

P&L: This Holiday May Be the Best in a Decade for Retailers

Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, ...

21 Des 201626min

P&L: Trump Faces Difficulty in Forming Russia Strategy

P&L: Trump Faces Difficulty in Forming Russia Strategy

Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the Russian ambassador. Then, Pimm Fox and Lisa...

20 Des 201628min

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