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 Srinivasan on Intel EPS: Very Solid Numbers (Audio)

Bloomberg's Srinivasan on Intel EPS: Very Solid Numbers (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Intel and Qualcomm earnnings.See omnystudio.com/listener for privacy information.

20 Jul 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: Exponent (EXPO).See omnystudio.com/listener for privacy information.

20 Jul 201612min

Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)

Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Gordon Johnson, Head of Alternative Energy, Metals & Mining & Equip and Managing Director at Axiom Capital Management, on oil and what's been driving the commodity stock rally.See omnystudio.com/listener for privacy information.

20 Jul 201611min

Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)

Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Rick Goings, Chairman and CEO of Tupperware Brands, on the company's robust Q2 earnings driven by international sales, and strategies going forward.See omnystudio.com/listener for privacy information.

20 Jul 20168min

Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)

Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Author Spencer Jakab on his new book, "Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor," and why some fund managers are overpaid and don't deserve the media attention and fees they receive.See omnystudio.com/listener for privacy information.

20 Jul 201611min

Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)

Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Katia Porzecanski, Hedge Fund reporter for Bloomberg News, on the red flags that presaged the downfall of $8 billion hedge fund Visium. Sahil Kapur, White House Correspondent for Bloomberg, in Cleveland with the the latest news from the RNC, including the fallout from Melania Trump's speech.See omnystudio.com/listener for privacy information.

20 Jul 201611min

BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)

BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets, the Eurozone, and his outlook for investors.See omnystudio.com/listener for privacy information.

20 Jul 201611min

Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)

Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Stephen Guilfoyle, Chief Market Economist at Stuart Frankel & Co., on banks, the ECB meeting, and the Fed.See omnystudio.com/listener for privacy information.

20 Jul 20168min

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