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(3319)

Tesla Price Cuts, Verizon Earnings

Tesla Price Cuts, Verizon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloombe...

22 Apr 202442min

Tesla Layoffs, Blackstone Earnings, Energy in Focus

Tesla Layoffs, Blackstone Earnings, Energy in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. ...

19 Apr 202438min

L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, joins to talk about L'Oreal earnings. Ethan Bronner, Bloomberg Israel ...

19 Apr 202445min

Netflix Crushes Subscriber Estimates: Reaction and Analysis

Netflix Crushes Subscriber Estimates: Reaction and Analysis

Netflix posted its best start to the year since 2020, attracting more new customers than anyone expected thanks to a strong slate of original programs and a crackdown on password sharing. Bloomberg Bu...

18 Apr 202421min

U.S Existing Home Sales Fall, Alaska Air Profit Forecast

U.S Existing Home Sales Fall, Alaska Air Profit Forecast

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses existing home sales data. Dana Peterson, Chief Economist a...

18 Apr 202439min

Elon Musk Pay, Energy in Focus

Elon Musk Pay, Energy in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla asking shareholders to vote again on its compensation package for Elo...

17 Apr 202446min

U.S Bank Earnings, Energy in Focus

U.S Bank Earnings, Energy in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanl...

16 Apr 202446min

Tesla Layoffs, Iran Attack

Tesla Layoffs, Iran Attack

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla’s layoffs and management shakeup. ...

15 Apr 202442min

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