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(3304)

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: Barracuda Networks (CUDA).See omnystudio.com/listener for privacy information.

6 Jun 201612min

GVA's Garrity on Using Technology to End Tuberculosis (Audio)

GVA's Garrity on Using Technology to End Tuberculosis (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Garrity, Principal at GVA Research, GVA Research, on technology in Africa and other developing countries.See omnystudio.com/listener for privacy information.

6 Jun 20168min

Leo Melamed Sees Potential for a Global Financial Crisis(Audio)

Leo Melamed Sees Potential for a Global Financial Crisis(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Leo Melamed, Chairman and CEO of Melamed & Associates, with insight into the global markets, the Fed, and China.See omnystudio.com/listener for privacy information.

6 Jun 201611min

Truck Hero's Reminder: Exceeding Their Budgeted Demand (Audio)

Truck Hero's Reminder: Exceeding Their Budgeted Demand (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Truck Hero CEO, Bill Reminder, on opportunities in the $14 billion pickup truck accessories market, and timing for a potential IPO following last year's postponed offering.See omnystudio.com/listener for privacy information.

6 Jun 201611min

S&P's Gunzberg on Commodities Rally, Gold Could See 1800(Audio)

S&P's Gunzberg on Commodities Rally, Gold Could See 1800(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jodie Gunzberg, Global Head of Commodities at S&P Dow Jones Indices, on why commodities are outperforming stocks.See omnystudio.com/listener for privacy information.

6 Jun 20168min

Bloomberg's Hutton on Skepticism For Brexit Pollsters (Audio)

Bloomberg's Hutton on Skepticism For Brexit Pollsters (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Robert Hutton, UK government and politics reporter for Bloomberg News, on the latest Brexit polls, and why pollsters are feeling bewildered.See omnystudio.com/listener for privacy information.

6 Jun 201611min

MedMen's Bierman on Navigating the Marijuana Industry (Audio)

MedMen's Bierman on Navigating the Marijuana Industry (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Adam Bierman, Co-Founder and CEO of MedMen, on helping businesses navigate the complexities of the legal marijuana market, and their fund that deploys capital into real estate, building, equipment, and operations.See omnystudio.com/listener for privacy information.

6 Jun 201611min

Jefferies' McCarthy Sees No Rate Hike Until September (Audio)

Jefferies' McCarthy Sees No Rate Hike Until September (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Dr. Ward McCarthy, Chief Financial Economist at Jefferies LLC, weighs in on Janet Yellen's speech, the bond market, and where he thinks rates will go.See omnystudio.com/listener for privacy information.

6 Jun 20168min

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