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)

Apple’s Succession Plans, Warner Brothers Discovery Earnings

Apple’s Succession Plans, Warner Brothers Discovery Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses his Big Take story “The Apple Insiders in the Running to...

9 Mai 202444min

Uber Bookings Miss Estimates, TikTok Lawsuit, Intel Revenue

Uber Bookings Miss Estimates, TikTok Lawsuit, Intel Revenue

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses earnings from Uber, Lyft, and Reddit. Anurag Rana, Bl...

8 Mai 202444min

Apple Revamps iPads, Disney Earnings, Tesla Probe

Apple Revamps iPads, Disney Earnings, Tesla Probe

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Geetha Ranganathan, Bloomberg In...

7 Mai 202444min

Berkshire Hathaway Meeting, Google Trial, Tyson Foods

Berkshire Hathaway Meeting, Google Trial, Tyson Foods

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses Berkshire Hathaway’s annual meeting. Brian Krawez...

6 Mai 202448min

Amazon Earnings, Musk in China, Intel in Ohio

Amazon Earnings, Musk in China, Intel in Ohio

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Gl...

3 Mai 202439min

US Services Index Shrinks, Jobs Report, Apple Earnings

US Services Index Shrinks, Jobs Report, Apple Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and D...

3 Mai 202430min

Instant Reaction: Apple Beats on Sales and Earnings

Instant Reaction: Apple Beats on Sales and Earnings

Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easi...

2 Mai 202420min

Peloton Tumbles After Layoffs , Tech Earnings

Peloton Tumbles After Layoffs , Tech Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senio...

2 Mai 202438min

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