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(3320)

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

Apple iPhone, Boeing Troubles, EV Charging

Apple iPhone, Boeing Troubles, EV Charging

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s India iPhone output. Sheridan Pra...

12 Apr 202439min

Oil Rises to October High, Consumer Sentiment, U.S Bank Earnings

Oil Rises to October High, Consumer Sentiment, U.S Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alex Longley, Bloomberg Oil Trader Reporter, discusses oil prices jumping as Israel braces for a possible attack from Iran. Joanne ...

12 Apr 202437min

A-Rod Convo, Amazon Shareholder Letter

A-Rod Convo, Amazon Shareholder Letter

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jason Kelly, Bloomberg Originals Chief Correspondent, and former baseball star Alex Rodriguez discuss the latest episode of the new...

11 Apr 202443min

Apple Ramps Up India iPhones, Hot U.S CPI Reading

Apple Ramps Up India iPhones, Hot U.S CPI Reading

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPhone output in India. Frances Donald, Global Chief Econ...

10 Apr 202441min

Boeing 737 Max Crisis Weighs on Deliveries

Boeing 737 Max Crisis Weighs on Deliveries

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's first quarter deliveri...

9 Apr 202445min

Dimon Annual Letter, EV Charging Profit

Dimon Annual Letter, EV Charging Profit

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Jamie Dimon's Annual Letter, a...

8 Apr 202441min

Disney Shareholder Meeting, Tesla Deliveries Miss

Disney Shareholder Meeting, Tesla Deliveries Miss

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeti...

5 Apr 202439min

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