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.

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Episoder(3313)

Ackman IPO, Meta Earnings

Ackman IPO, Meta Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest on Bill Ackman’s IPO. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Meta earnings. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Hilary Spann, Executive Vice President of BXP, discusses the latest in NY real estate. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, previews tech earnings after the closing bell. Greg Friedman, Peachtree Group Managing Principal and CEO, discusses the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

1 Aug 202447min

Instant Reaction: Meta Reports Earnings

Instant Reaction: Meta Reports Earnings

Bloomberg's Carol Massar and Tim Stenovec cover the latest earnings from Meta, the parent company of Facebook. They speak with Bloomberg News Contributor Jon Erlichman and Bloomberg News Social Media Reporter Aisha Counts. See omnystudio.com/listener for privacy information.

31 Jul 20249min

Instant Reaction: Jay Powell Talks Fed Policy

Instant Reaction: Jay Powell Talks Fed Policy

Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision. See omnystudio.com/listener for privacy information.

31 Jul 202428min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.See omnystudio.com/listener for privacy information.

31 Jul 202430min

Boeing Names New CEO, Fed Meeting

Boeing Names New CEO, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses this week’s Fed meeting. Laura Davison, Bloomberg Politics Editor, talks about the recent Bloomberg News Morning Consult poll. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses today’s Fed decision and his outlook for the U.S economy. Dave Regnery, Trane Technologies CEO, discusses company earnings. Jennifer Grancio, Global Head of Distribution at TCW, discusses her outlook for the ETF sector. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

31 Jul 202447min

Instant Reaction: Hamas Leader Assassinated in Iran

Instant Reaction: Hamas Leader Assassinated in Iran

Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.See omnystudio.com/listener for privacy information.

31 Jul 20245min

Instant Reaction: Microsoft, AMD Earnings

Instant Reaction: Microsoft, AMD Earnings

Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.Hosts: Carol Massar and Tim Stenovec See omnystudio.com/listener for privacy information.

30 Jul 202420min

US Consumer Confidence Rises, Tech Earnings

US Consumer Confidence Rises, Tech Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, discusses U.S consumer confidence data. Michael Smith, Senior Reporter on Bloomberg's National Team, discusses Ken Griffin spending tens of millions of dollars to back Republican primary candidates across the U.S. Sarah Samuels, Head of Investment Manager Research, at NEPC, takes a look at what big institutional investors, clients, and hedge funds are doing. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to look ahead to tech earnings. Tyler Rosenlicht, Head of Natural Resource Equities, at Cohen & Steers, talks energy markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses JetBlue earnings. Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.

30 Jul 202442min

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