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(3318)

HSBC's Bowers on Opportunities in the High Yield Market (Audio)

HSBC's Bowers on Opportunities in the High Yield Market (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mary Bowers, Senior Portfolio Manager at HSBC Global Asset Management (GAM), on why the 2016 high yield run is not likely to abate i...

9 Aug 201611min

Bloomberg's Rye on Congressional Fight Over Zika Funding(Audio)

Bloomberg's Rye on Congressional Fight Over Zika Funding(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Brian Rye, Senior Health-Care Policy Analyst for Bloomberg Intelligence, on how the Olympic Zika threat could bite Congress during t...

9 Aug 20168min

Bloomberg's Krutoholow on Valeant, Halperin on Election (Audio)

Bloomberg's Krutoholow on Valeant, Halperin on Election (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on Valeant earnings and outlook. Mark Halperin, co-...

9 Aug 201611min

Iridium's Desch: NEXT Satellite Launch Will Boost Growth(Audio)

Iridium's Desch: NEXT Satellite Launch Will Boost Growth(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matt Desch, CEO of Iridium, on launching its NEXT generation constellation of satellites with SpaceX, which will make it the largest...

9 Aug 201611min

Louisiana's Pierson: Developing Workforce with FastStart(Audio)

Louisiana's Pierson: Developing Workforce with FastStart(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Don Pierson, Louisiana’s Secretary of Economic Development, on LED FastStart, a workforce development initiative that’s helping Loui...

9 Aug 20168min

Pershing's Nagappan on Fintech: Disruptive vs. Enhancing(Audio)

Pershing's Nagappan on Fintech: Disruptive vs. Enhancing(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ram Nagappan, Chief Information Officer of Pershing, on fintech and the era of the digital advisor.See omnystudio.com/listener for p...

8 Aug 20168min

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: Boise Cascade (BCC).See omnystudio.com...

8 Aug 201612min

Fiduciary's Sanchez on Investing in a Tortoise Economy (Audio)

Fiduciary's Sanchez on Investing in a Tortoise Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ron Sanchez, Chief Investment Officer of Fiduciary Trust Company International, with his investment and economic outlook, and findin...

8 Aug 201611min

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