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(3310)

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: FTD (FTD).See omnystudio.com/listener for privacy information.

14 Jul 201612min

KBW's Cannon: Banks Will All Be Focusing on Expenses (Audio)

KBW's Cannon: Banks Will All Be Focusing on Expenses (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Fred Cannon, Global Director of Research at KBW, on JPM and bank earnings.See omnystudio.com/listener for privacy information.

14 Jul 20168min

Bloomberg's Halperin on Trump/Pence, Mulvany on Monsanto(Audio)

Bloomberg's Halperin on Trump/Pence, Mulvany on Monsanto(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Lydia Mulvany, Agriculture Americas reporter for Bloomberg News, on Bayer raising the bid for Monsanto to $125 a share. Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” live weekdays at 5 pm ET/PT, highlights political news: Trump signals Mike Pence as VP pick.See omnystudio.com/listener for privacy information.

14 Jul 201611min

Locus' Welty Builds Warehouse Robots to Work With Humans(Audio)

Locus' Welty Builds Warehouse Robots to Work With Humans(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: SMALL BUSINESS: Bruce Welty, Founder of Locus Robotics, on the race to fill the e-commerce warehouse robotics void, and how is company is filling the gap.See omnystudio.com/listener for privacy information.

14 Jul 201611min

Danny Blanchflower on BOE: Big Mistake to Not Cut Rates (Audio)

Danny Blanchflower on BOE: Big Mistake to Not Cut Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth College and Bloomberg Television Contributing editor, on the Bank of England's rate decision and the new UK leadership.See omnystudio.com/listener for privacy information.

14 Jul 20168min

BMO's Ablin on Corporate Bonds: I Don't See Much Value (Audio)

BMO's Ablin on Corporate Bonds: I Don't See Much Value (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jack Ablin, Chief Investment Officer for BMO Private Bank, on global markets and US stocks and bonds.See omnystudio.com/listener for privacy information.

13 Jul 201611min

Alston & Bird's Shimp on South China Sea Ruling Impact  (Audio)

Alston & Bird's Shimp on South China Sea Ruling Impact (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Eric Shimp, policy advisor in Alston & Bird’s International Trade & Regulatory Group, on the trade impact of the South China Sea ruling.See omnystudio.com/listener for privacy information.

13 Jul 20168min

Bloomberg's Hutton on the UK Leadership Appointments (Audio)

Bloomberg's Hutton on the UK Leadership Appointments (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Robert Hutton, UK government and politics reporter for Bloomberg, on the latest UK leadership appointments.See omnystudio.com/listener for privacy information.

13 Jul 20163min

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