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(3319)

Peter Kenny: Could See A 5% Correction Before Election (Audio)

Peter Kenny: Could See A 5% Correction Before Election (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Peter Kenny, Senior Market Strategist, Global Markets Advisory Group and Independent Strategist for Kenny & Co., on markets, stocks,...

17 Aug 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: SiteOne Landscape Supply (SITE).See om...

17 Aug 201612min

Wolfe's Mushkin: Leery of Anything in Food, Broadline Sectors

Wolfe's Mushkin: Leery of Anything in Food, Broadline Sectors

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Target and Lowe's earnings, and his outlook for the sector.See om...

17 Aug 201611min

Bloomberg's Townsend on BKS: CEO Ouster, Company Outlook(Audio)

Bloomberg's Townsend on BKS: CEO Ouster, Company Outlook(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matt Townsend, Retail Reporter for Bloomberg, on Barnes & Noble plunging after ousting CEO Ron Boire.See omnystudio.com/listener for...

17 Aug 20168min

Bloomberg's Adragna on Emissions, Wayne on Trump Staff (Audio)

Bloomberg's Adragna on Emissions, Wayne on Trump Staff (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Anthony Adragna, Capitol Hill Environmental Reporter for Bloomberg BNA, on trucks having to meet tightened gas emissions and fuel s...

17 Aug 201611min

Kevin Giddis on Bonds: Shorten Duration, Ride It Out (Audio)

Kevin Giddis on Bonds: Shorten Duration, Ride It Out (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Kevin Giddis, Head of Fixed Income at Raymond James, on the bond market reaction to the Fed minutes, and investment ou...

17 Aug 201611min

FTN's Low: Disagreement in Fed Continues Along Same Line(Audio)

FTN's Low: Disagreement in Fed Continues Along Same Line(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Chris Low, Chief Economist at FTN Financial, with analysis of the FOMC minutes and the economy.See omnystudio.com/listener for priva...

17 Aug 20168min

CUI Global's Clough on Capturing Global Gas Meter Market(Audio)

CUI Global's Clough on Capturing Global Gas Meter Market(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bill Clough, CEO of CUI Global, on the company's new contract with Italian gas company SNAM RETE Gas, and how their ...

16 Aug 20169min

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