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: How Donald Trump May Save Banks Billions

P&L: How Donald Trump May Save Banks Billions

Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with...

14 Nov 201626min

P&L: O'Brien on "Trump, the Conflicts-of-Interest President"

P&L: O'Brien on "Trump, the Conflicts-of-Interest President"

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a governme...

11 Nov 201626min

P&L: Trump Tends to Aim High, Then Fall Back

P&L: Trump Tends to Aim High, Then Fall Back

Pimm Fox and Lisa Abramowicz talk to Peter Coy, economics editor of Bloomberg Businessweek, about his article, "Trump's Big Challenge: Getting Things Done Without Money." Then, Rick Byrd, CEO and exec...

10 Nov 201618min

P&L: How Did The Polls Get it So Wrong?

P&L: How Did The Polls Get it So Wrong?

Pimm Fox and Lisa Abramowicz discuss Donald Trump's surprise victory with Bloomberg News' politics and national government reporter, Mark Niquette. Then, Hilltop Securities' Mark Grant, who correctly ...

9 Nov 201636min

P&L: Putin Wants the U.S. Election to Go Wrong, Greeley Says

P&L: Putin Wants the U.S. Election to Go Wrong, Greeley Says

Mark Niquette, a politics and national government reporter for Bloomberg News, and Bloomberg’s Brendan Greeley, provide U.S. election coverage and perspectives from around the globe. Then, Mark Grant,...

8 Nov 201626min

P&L: The Restaurant Industry Is in a Perfect Storm of Problems

P&L: The Restaurant Industry Is in a Perfect Storm of Problems

Pimm Fox and Lisa Abramowicz talk to Jonathan Segal, founder and CEO of The ONE Group and STK restaurants, about the impact that uncertainty over Brexit and the election has had on the hospitality ind...

7 Nov 201628min

P&L: Wall Street's Bro Culture Has Been Emboldened by Trump

P&L: Wall Street's Bro Culture Has Been Emboldened by Trump

Bloomberg's Katia Porzecanski tells Lisa Abramowicz and Alex Sherman, filling in for Pimm Fox, about the women who are enduring Wall Street's bro culture in the age of Donald Trump. They also talk to ...

4 Nov 201628min

P&L: Hologic's 3D Technology Finds Early Stage Cancer, CEO Says

P&L: Hologic's 3D Technology Finds Early Stage Cancer, CEO Says

Stephen MacMillan, CEO of Hologic, says that his company's 3D technology addresses the key issues in mammograms. Then, Laura Keller, a Bloomberg finance reporter, and Elliot Stein, a senior litigation...

3 Nov 201627min

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