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(3388)

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Mer...

25 Mar 22min

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Es...

24 Mar 21min

Oil Dives as Trump Backs Off Iran Threats

Oil Dives as Trump Backs Off Iran Threats

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, d...

23 Mar 19min

Instant Reaction: Stocks Surge After Trump Statement

Instant Reaction: Stocks Surge After Trump Statement

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian...

23 Mar 7min

FedEx Raises Profit Outlook on Network Overhaul

FedEx Raises Profit Outlook on Network Overhaul

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics an...

20 Mar 22min

Micron’s Capital Spending Growth Overshadows Booming Sales

Micron’s Capital Spending Growth Overshadows Booming Sales

Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jake Silverman, Bloomb...

19 Mar 20min

 Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S....

18 Mar 23min

Delta Airlines More Upbeat for First Quarter Amid March Bookings

Delta Airlines More Upbeat for First Quarter Amid March Bookings

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chi...

17 Mar 22min

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