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.

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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...

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Stocks, Markets, and the Bond Market

Stocks, Markets, and the Bond Market

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Offi...

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Markets, Ukraine, and Higher Ed

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Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Ad...

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Markets, Digital Assets, and Goldilocks

Markets, Digital Assets, and Goldilocks

Jon Hirtle, Executive Chariman at Hirtle Callaghan & Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the dig...

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Banking, Cybersecurity, and Green Investing

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Rob Holmes, CEO of Texas Capital Bank, joins to discuss his business and state of the banking industry. Liz Young, Head of Investment Strategies at SoFi, joins to talk about market strategies and give...

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Markets, EMEA, Real Estate, and Work-from-Home

Markets, EMEA, Real Estate, and Work-from-Home

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Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwester...

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Shutdown, Fed, Amazon, and Real Estate

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Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, discusses the impact of a potential government shutdown. Lydia Boussour, EY Parthenon Senior Economist focusing on the US, joins to d...

25 Sep 202353min

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