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(3323)

UAW, Tech Earnings, Regional Banks, and Bonds

UAW, Tech Earnings, Regional Banks, and Bonds

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and outlook for auto makers. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to disc...

25 Okt 202346min

General Motors, Big Tech, GE, and Spotify

General Motors, Big Tech, GE, and Spotify

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to talk General Motors earnings and the latest developments in the UAW strike. Liz Young, Head of Investment Strategy at SoFi, join...

24 Okt 202351min

Israel, Oil Merger, Airlines, and Drug Development

Israel, Oil Merger, Airlines, and Drug Development

Ambassador Alon Pinkas, former Israel General Consel in New York, former Chief of Staff to two foreign minister, and former advisor on US affairs to former Israeli Prime Minister Ehud Barak, joins to ...

23 Okt 202354min

Israel Conflict, Jay Powell on Polixy, AmEx Earnings, and Indian Motorcycles

Israel Conflict, Jay Powell on Polixy, AmEx Earnings, and Indian Motorcycles

Micheline Ishay, professor at Josef Korbel School of International Studies at University of Denver, joins to discuss the war in Israel, American diplomacy, and regional political discourse and pressur...

20 Okt 202348min

Israel, Biden-Trump, Tesla, and Netflix

Israel, Biden-Trump, Tesla, and Netflix

Hilary Kalisman, professor at University of Colorado-Boulder, joins to offer her perspective and studies on the Israel-Hamas war, its geopolitical implications, and global diplomatic efforts. Gregory ...

19 Okt 202345min

Israel and Gaza, Choice Hotels, and Bank Earnings

Israel and Gaza, Choice Hotels, and Bank Earnings

Galit Altstein, Israel economy and government reporter for Bloomberg News, joins to discuss President Biden’s speech in Israel. Chris Whalen, Chairman at Whalen Global Advisors, joins to wrap bank ear...

18 Okt 202353min

Banks, Israel, Retail, and Choice Hotels

Banks, Israel, Retail, and Choice Hotels

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise F...

17 Okt 202354min

Israel, the Fed, IPOs, and Fintech

Israel, the Fed, IPOs, and Fintech

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discu...

16 Okt 202350min

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