Markets, Real Estate, and Homebuilding (Podcast)

Markets, Real Estate, and Homebuilding (Podcast)

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about investing strategies, commodity markets, and what his models are signaling about a recession and soft landing. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Margie Patel, Senior Portoflio Manager at AllSpring Global Investments, joins to discuss markets and investing strategies. Bryan Fairbanks, CEO at TREX (NYSE: TREX), discussing homebuilding and business operations amid rise in cost of capital. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3380)

Ackman Pitches $65 Billion UMG Deal to Move Listing to US

Ackman Pitches $65 Billion UMG Deal to Move Listing to US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous-Matthew Bloxham, Bloomberg Intelligence S...

7 Apr 25min

Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now

Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-- Tim Craighead, Bloomberg Intelligence Global Chief Content Office...

6 Apr 18min

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla sales...

2 Apr 17min

SpaceX Said to File Confidentially for IPO Before AI Rivals

SpaceX Said to File Confidentially for IPO Before AI Rivals

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, disc...

2 Apr 17min

 Unilever Food Arm to Join McCormick in $44.8 Billion Deal

Unilever Food Arm to Join McCormick in $44.8 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusse...

31 Mar 21min

Air Canada CEO Quits After Furor Over Crash Condolence Video

Air Canada CEO Quits After Furor Over Crash Condolence Video

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mathieu Dion, Bloomberg Montreal Bureau Chief, discusses Air Canad...

30 Mar 19min

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Anal...

27 Mar 23min

 Trump Threatens Escalation With Sides at Odds on Peace Talks

Trump Threatens Escalation With Sides at Odds on Peace Talks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ethan Bronner, Bloomberg Israel Bureau Chief, discusses the latest ...

26 Mar 11min

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