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)

Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts

Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Goldman Sachs boosting CEO David Solomon’s compensation. Poonam...

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Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop

Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity ...

15 Feb 202440min

Bloomberg Intelligence: Lyft Margin Error, Uber Buyback Plan (Podcast)

Bloomberg Intelligence: Lyft Margin Error, Uber Buyback Plan (Podcast)

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a clerical error in Lyft’s profit outlook, and Uber’s...

14 Feb 202439min

Bloomberg Intelligence: Paramount Job Cuts, Hot CPI

Bloomberg Intelligence: Paramount Job Cuts, Hot CPI

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount's job cuts. Ira Jersey, Bloomberg Intell...

13 Feb 202433min

Bloomberg Intelligence: Oil Mega-Merger, Super Bowl

Bloomberg Intelligence: Oil Mega-Merger, Super Bowl

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy agreeing to buy fellow Texas oi...

12 Feb 202436min

Bloomberg Intelligence: Disney Earnings, Tesla Layoff Fears

Bloomberg Intelligence: Disney Earnings, Tesla Layoff Fears

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 earnings. Alison Williams, Bloomberg Intellig...

9 Feb 202438min

Bloomberg Intelligence: Inflation Progress, Super Bowl Weekend

Bloomberg Intelligence: Inflation Progress, Super Bowl Weekend

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss today's economic data in the U.S, and what co...

9 Feb 202433min

Bloomberg Intelligence: Inflation Risk, Disney Surges, Einhorn on Markets

Bloomberg Intelligence: Inflation Risk, Disney Surges, Einhorn on Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss Fed policy and inflation. Geetha Ranganathan,...

8 Feb 202440min

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