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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GOP Debate, Nvidia, Russia, and Subway (Podcast)

GOP Debate, Nvidia, Russia, and Subway (Podcast)

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of ...

25 Aug 20231h 5min

SEC, Mortgage Rates, Space, and CRE (Podcast)

SEC, Mortgage Rates, Space, and CRE (Podcast)

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, ...

23 Aug 202347min

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about he...

22 Aug 202354min

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down De...

18 Aug 202356min

China, Insurance and Hawaii, Walmart, and Banking

China, Insurance and Hawaii, Walmart, and Banking

Carl Riccadonna, Chief US Economist at BNP Paribas, joins to discuss the economy and how a China cold could affect the US. Regina Schleiger, director of Central Bank Policy Research at SGH Macro Advis...

17 Aug 20231h 3min

San Francisco on the Rebound?

San Francisco on the Rebound?

Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins to discuss his Opinion column on San Francisco.  Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy inform...

17 Aug 20239min

Target, Preferred Stocks, Trump, and Mortgage Rates

Target, Preferred Stocks, Trump, and Mortgage Rates

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Bloomberg News reporter Simone Foxman join to talk about Target and TJ Maxx earnings. Danielle DiMartino Booth, Chief Strategist...

16 Aug 202351min

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