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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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

Jobs Day, FTC, and Global Markets (Podcast)

Jobs Day, FTC, and Global Markets (Podcast)

Michael McKee, international economics and policy correspondent with Bloomberg News, and Alyce Andres, US interest rates and FX reporter with Bloomberg News, join to break down the jobs numbers and sl...

1 Sep 202348min

Commodities, Bitcoin ETFs, and the Messi Effect (Podcast)

Commodities, Bitcoin ETFs, and the Messi Effect (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, discusses the US losing the corn export battle and his call on gold. Greg Taylor, CIO at Purpose Investments, joins to talk about ETF...

31 Aug 202351min

GDP, Housing, Grayscale CEO, and VR Headsets (Podcast)

GDP, Housing, Grayscale CEO, and VR Headsets (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to talk about second quarter GDP and other eco data and news. Odeta Kushi, Deputy Chief Economist at First American, ...

30 Aug 202353min

Drug Prices, FDIC Rules, VinFast, and CoreLogic (Podcast)

Drug Prices, FDIC Rules, VinFast, and CoreLogic (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiation...

29 Aug 202351min

Commodities, Instacart, 3M, and Hawaiian Electric (Podcast)

Commodities, Instacart, 3M, and Hawaiian Electric (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss commodities, gold, and outlook for the economy. Brianne Lynch, Head of Market Insight at EquityZen, joins the progra...

28 Aug 202350min

Breaking Down Jackson Hole and Jay Powell (Podcast)

Breaking Down Jackson Hole and Jay Powell (Podcast)

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for a...

25 Aug 202329min

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