Markets, Apple and ESPN, and Mecum Auctions (Podcast)
Bloomberg Intelligence21 Aug 2023

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)

NY Area Quake, March Jobs Report

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Disney Wins Proxy Fight, Hertz Troubles

Disney Wins Proxy Fight, Hertz Troubles

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney's annual shareholder meeting. Todd Becker, P...

4 Apr 202444min

U.S Services Growth Cools, 10 Companies to Watch

U.S Services Growth Cools, 10 Companies to Watch

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. Tim Craighead, Bloomberg Intelligence Re...

3 Apr 202439min

Tesla's Biggest Deliveries Miss Yet

Tesla's Biggest Deliveries Miss Yet

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Anurag Rana, Bloomberg Intelligence Technolog...

2 Apr 202445min

U.S Factory Index Rises, Tesla Worries

U.S Factory Index Rises, Tesla Worries

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM manufac...

1 Apr 202442min

Instant Reaction: Jay Powell Speaks

Instant Reaction: Jay Powell Speaks

Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.See omnystudio.com/listen...

29 Mar 202415min

Instant Reaction: Inflation Data

Instant Reaction: Inflation Data

Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income...

29 Mar 202429min

Robinhood Credit Card, Boeing Shuffle

Robinhood Credit Card, Boeing Shuffle

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, RobinHood Co-Founder and CEO Vlad Tenev, discusses Robinhood’s new credit card. Mark Niquette, Bloomberg Re...

28 Mar 202438min

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