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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Citi, Moderna, Arm, and AI

Citi, Moderna, Arm, and AI

Alison Williams, Senior Analyst with Bloomberg Intelligence, and Sonali Basak, Global Corporate Finance reporter with Bloomberg News, discuss the Citi restructuring. Stephane Bancel, CEO of Moderna (N...

13 Sep 202351min

UAW, ECB, DHL, and Tor Hagen

UAW, ECB, DHL, and Tor Hagen

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on the UAW possible strike. Monica Defend, head of Amundi Institute, the largest asset manager in Europ...

12 Sep 202353min

Instacart, Volkswagen, Hostess, and Ad Tech

Instacart, Volkswagen, Hostess, and Ad Tech

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the Instacart IPO. Rick Caruso, Chairman and founder at Caruso Affiliated Holdings, joins to talk about commercial real...

11 Sep 20231h 1min

Apple, Infrastructure, and Amer Sports IPO

Apple, Infrastructure, and Amer Sports IPO

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple’s upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to t...

8 Sep 202358min

Watch THE TAPE on YouTube

Watch THE TAPE on YouTube

THE TAPE is now LIVE on YouTube.  Watch Matt, Paul and the rest of the Bloomberg team LIVE every weekday from 10am-1pm ET.  STREAM US LIVE HERE: bit.ly/45d19JI.See omnystudio.com/listener for privacy ...

8 Sep 202357s

Apple, FTX, Ford Mach-E, and Markets

Apple, FTX, Ford Mach-E, and Markets

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss China seeking to extend its ban on Apple iPhones. Ava Benny-Morrison, legal reporter with Bloomberg News joins to discuss...

7 Sep 202341min

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics...

6 Sep 202348min

Oil, EVs, Arm IPO, and a Government Shutdown (Podcast)

Oil, EVs, Arm IPO, and a Government Shutdown (Podcast)

Nathan Dean, Senior Analyst: US Government with Bloomberg Intelligence, joins to discuss hits notes on a potential government shutdown, marijuana legislation, and any updates on crypto legislation and...

5 Sep 202353min

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