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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Earnings, Disney, Janet Yellen, and Fenway Sports Group

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of...

17 Juli 202353min

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. ...

14 Juli 202350min

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counse...

13 Juli 20231h

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist...

12 Juli 20231h 1min

Microsoft, Inflation, Banks, TMT, and Prime Day

Microsoft, Inflation, Banks, TMT, and Prime Day

Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Q...

11 Juli 202356min

China, QT, Threads, Earnings, and ETFs (Audio)

China, QT, Threads, Earnings, and ETFs (Audio)

Eddie Van Der Walt, Deputy Managing Editor of the Markets Live team with Bloomberg News, and Chris Condon, US Treasury Reporter with Bloomberg News, also joins to discuss Janet Yellen’s four-day visit...

10 Juli 202340min

BONUS EPISODE: Student Loan Supreme Court Fallout

BONUS EPISODE: Student Loan Supreme Court Fallout

After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who cou...

9 Juli 20236min

Jobs, ChatGPT, and Barbie (Podcast)

Jobs, ChatGPT, and Barbie (Podcast)

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Ben Emons, head of Fixed Income at NewEdge Wealth, joins to discuss jobs day, markets, and the economy. Mandeep Sing...

7 Juli 202340min

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