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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Credit Crunch, ETFs, Oil, and Apple

Credit Crunch, ETFs, Oil, and Apple

Lisa Knee, Managing Partner of Real Estate at EisnerAmper, joins to talk about mortgage interest rates, outlook for the real estate sector, and a potential real estate credit crunch. Cam Crise and Vin...

5 Juni 20231h 1min

US Labor Market Sends Mixed Signals

US Labor Market Sends Mixed Signals

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market. Ben Emons, head of Fixed Income at N...

2 Juni 202341min

Debt Limit Latest, Gen Z Financial Independence

Debt Limit Latest, Gen Z Financial Independence

Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June ...

1 Juni 202335min

Debt-Ceiling Drama and Adobe's AI Push

Debt-Ceiling Drama and Adobe's AI Push

Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy...

31 Maj 202332min

BONUS EPISODE: Jamie Dimon Exclusive Interview

BONUS EPISODE: Jamie Dimon Exclusive Interview

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive intervie...

31 Maj 202318min

The Month in Retail, China's Rare Earth Metal Export Ban

The Month in Retail, China's Rare Earth Metal Export Ban

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Ad...

30 Maj 202342min

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joi...

26 Maj 202343min

Nvidia, Ukraine, Retail, and AI (Podcast)

Nvidia, Ukraine, Retail, and AI (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial in...

25 Maj 20231h 7min

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