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(3314)

Miller Samuels' Miller: Real Estate Market Soft at Top (Audio)

Miller Samuels' Miller: Real Estate Market Soft at Top (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonathan Miller, President and CEO of Miller Samuel, on the Manhattan luxury-condo glut ending the developer rush for land deals.See omnystudio.com/listener for privacy information.

4 Aug 20168min

BNEF's Morsy on Tesla: Investors Want Numbers vs. Vision(Audio)

BNEF's Morsy on Tesla: Investors Want Numbers vs. Vision(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Salim Morsy, Advanced Transport Analyst for Bloomberg New Energy Finance, on Tesla's earnings and outlook for the company.See omnystudio.com/listener for privacy information.

4 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: Nationstar Mortgage (NSM).See omnystudio.com/listener for privacy information.

3 Aug 201612min

Harvard's Lawrence: Without TPP, China Will Set Rules (Audio)

Harvard's Lawrence: Without TPP, China Will Set Rules (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Economist Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on the pros and cons of the TPP trade agreement, and why the U.S. needs to participate. Live from Smith & Wollensky in Boston.See omnystudio.com/listener for privacy information.

3 Aug 201611min

Eaton Vance's Allison Sees Dividend Stocks as Expensive (Audio)

Eaton Vance's Allison Sees Dividend Stocks as Expensive (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike Allison, Equity Portfolio Manager at Eaton Vance Management, on dividend investing and global uncertainty. Live from Smith & Wollensky in Boston.See omnystudio.com/listener for privacy information.

3 Aug 201611min

Bloomberg's Heilemann on Trump, Fracture of Republicans (Audio)

Bloomberg's Heilemann on Trump, Fracture of Republicans (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Heilemann , co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Trump refuses to endorse Ryan/McCain; George Bush criticizes Trump; Clinton campaign.See omnystudio.com/listener for privacy information.

3 Aug 20168min

Commonwealth's Birke: Millenials Miss the Human Touch (Audio)

Commonwealth's Birke: Millenials Miss the Human Touch (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kol Birke, Senior Vice President, Technology Strategy and Financial Behavior Specialist at Commonwealth, on technology innovation and spending patterns of millennials. Live from Smith & Wollensky in Boston.See omnystudio.com/listener for privacy information.

3 Aug 201611min

Smith & Wollensky's Kim Lapine on Expanding the Brand (Audio)

Smith & Wollensky's Kim Lapine on Expanding the Brand (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kim Lapine, Senior VP of Marketing at Smith & Wollensky, on the company outlook and their recent sale to Irish investment company, Danu. Broadcasting live from Smith & Wollensky in Boston.See omnystudio.com/listener for privacy information.

3 Aug 20168min

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