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(3312)

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

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

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks reporter Joe Ciolli on today's market winners, losers, and Stock of the Day: Centene (CNC).See omnystudio.com/listener for privacy information.

26 Jul 201612min

PureFunds' Chanin Sees Non-Gaming Companies Adopting AR (Audio)

PureFunds' Chanin Sees Non-Gaming Companies Adopting AR (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Andrew Chanin, CEO of PureFunds, discusses investing in video gaming and drones, Nintendo earnings preview, and how augmented reality--spurred on by Pokemon GO!--will be used by all kinds of business going forward.See omnystudio.com/listener for privacy information.

26 Jul 201611min

CUNY's Brown: 'Messiness, Reconciliation' at Conventions(Audio)

CUNY's Brown: 'Messiness, Reconciliation' at Conventions(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Heath Brown, Assistant Professor of Public Policy at the City University of New York (CUNY), weighs in on the DNC, and the political process at the conventions.See omnystudio.com/listener for privacy information.

26 Jul 201611min

Conference Board's Franco, Zillow's Gudell, on Economy (Audio)

Conference Board's Franco, Zillow's Gudell, on Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Lynn Franco, Director of Economic Indicators of the Conference Board, with an overview of their July CCI (Consumer Confidence Index) report, and Svenja Gudell, Chief Economist of Zillow, on today's housing numbers.See omnystudio.com/listener for privacy information.

26 Jul 20166min

Chapdelaine's Borthwick Sees USD/JPY at 95 in Next Month(Audio)

Chapdelaine's Borthwick Sees USD/JPY at 95 in Next Month(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currencies: the soaring yen and outlook for sterling.See omnystudio.com/listener for privacy information.

26 Jul 20168min

LakeView's Rothbort: McDonald's Is Substitute For Bonds (Audio)

LakeView's Rothbort: McDonald's Is Substitute For Bonds (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Scott Rothbort, Founder and President of LakeView Asset Management, on McDonald's earnings and the fast-food space.See omnystudio.com/listener for privacy information.

26 Jul 20166min

USCF's Love Sees Oil Glut Likely To Persist in Near Term(Audio)

USCF's Love Sees Oil Glut Likely To Persist in Near Term(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Love, President & CEO of USCF (United States Commodities Fund), with an outlook for oil and commodities, and their offering of oil ETFs.See omnystudio.com/listener for privacy information.

26 Jul 20168min

Kiplinger's Housiaux on Candidates and Social Security (Audio)

Kiplinger's Housiaux on Candidates and Social Security (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Housiaux, reporter at The Kiplinger Letter, on how the presidential candidates will impact Social Security.See omnystudio.com/listener for privacy information.

25 Jul 20168min

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