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(3315)

SCOTUS Social Media Ruling , FedEx Earnings

SCOTUS Social Media Ruling , FedEx Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.   *Live from Bloomberg Invest Event in NYC* Bloomberg’s John Tucker and June Grasso, Bloomberg Legal Analyst and Host of the Bloom...

26 Jun 202443min

US Consumer Confidence Falls, Carnival Earnings

US Consumer Confidence Falls, Carnival Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Live from Bloomberg Invest Event in NYC* Dana Peterson, Chief Economist at the Conference Board, discusses the latest consumer co...

25 Jun 202439min

CDK Hack, Apple EU Warning

CDK Hack, Apple EU Warning

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the state of EVs. Tamlin Bason, Bloomber...

24 Jun 202445min

Boeing Latest, Lennar Earnings

Boeing Latest, Lennar Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses this wee...

21 Jun 202439min

SCOTUS Gun Ruling, ETF Reshuffle

SCOTUS Gun Ruling, ETF Reshuffle

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Andrew Willinger, Executive Director, Duke Center for ...

21 Jun 202442min

SCOTUS Tax Ruling, US Housing

SCOTUS Tax Ruling, US Housing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses the latest SCOTUS ruling about a U.S tax on fore...

20 Jun 202436min

Boeing Report, US Retail Sales

Boeing Report, US Retail Sales

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Jill Blan...

18 Jun 202446min

French Market Volatility, EV Forecast

French Market Volatility, EV Forecast

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses recent turmoil in European markets. Kim Forrest, ...

17 Jun 202448min

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