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)

Bloomberg Intelligence: Tesla Stokes Layoff Fears, NYCB Talks

Bloomberg Intelligence: Tesla Stokes Layoff Fears, NYCB Talks

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potentia...

7 Feb 202438min

UBS Earnings, Boeing Latest, Trump Denied Immunity

UBS Earnings, Boeing Latest, Trump Denied Immunity

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferg...

6 Feb 202441min

U.S Earnings, ISM Services Data

U.S Earnings, ISM Services Data

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomber...

5 Feb 202440min

UPS, Boeing Earnings, Tesla Profit Margins

UPS, Boeing Earnings, Tesla Profit Margins

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, we recap UPS earnings with Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klas...

2 Feb 202436min

U.S Tech Earnings, Jobs Report

U.S Tech Earnings, Jobs Report

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-C...

2 Feb 202437min

U.S Tech, Jobs Preview, ISM Data, Peloton Earnings

U.S Tech, Jobs Preview, ISM Data, Peloton Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intell...

1 Feb 202445min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy infor...

31 Jan 202425min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy...

31 Jan 202428min

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