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(3318)

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy ...

12 Jun 202428min

US CPI Cools, EU China EV Tariffs

US CPI Cools, EU China EV Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses U.S CPI data. Danielle DiMartino Booth, CEO and Chief Strategist fo...

12 Jun 202444min

Apple Shares Rise to a Record, Fed Meeting

Apple Shares Rise to a Record, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses Apple's news from its’ Worldwide Developers Confe...

11 Jun 202435min

Apple AI Plans, EU Elections

Apple AI Plans, EU Elections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's Worldwide Developers Conference. David Powell, Senior Eur...

10 Jun 202442min

HPE Earnings, Mnuchin Chases Wall Street Glory

HPE Earnings, Mnuchin Chases Wall Street Glory

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses HPE earnings. Peter Voser, Chairman...

7 Jun 202438min

US Jobs Surge Reignites Fed Debate

US Jobs Surge Reignites Fed Debate

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the May U.S jobs report and employment trends. David Dietze, Senior...

7 Jun 202445min

U.S Tech, Lululemon Earnings

U.S Tech, Lululemon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft, Nvidia, and Apple being worth more combined than China...

6 Jun 202441min

US Services Activity Rebounds,  Modi Wins Backing

US Services Activity Rebounds, Modi Wins Backing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Live at BNY MELLON'S INSITE Conference in Nashville, TN*Anthony Nieves, Chair of the ISM Services Business Committee, discusses US...

5 Jun 202445min

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