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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The UK, The BOJ, ETFs, and Nickel (Podcast)

The UK, The BOJ, ETFs, and Nickel (Podcast)

Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupt...

10 Feb 202341min

Disney, Markets, Hilton, and Kellogg (Podcast)

Disney, Markets, Hilton, and Kellogg (Podcast)

Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, j...

9 Feb 202344min

Jay Powell, Markets, and CVS (Podcast)

Jay Powell, Markets, and CVS (Podcast)

Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent ...

8 Feb 202339min

Jay Powell, Credit Suisse, and the China Balloon (Podcast)

Jay Powell, Credit Suisse, and the China Balloon (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, port...

7 Feb 202343min

Bonds, Inflation, and the Equity Rally (Podcast)

Bonds, Inflation, and the Equity Rally (Podcast)

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, ...

6 Feb 202340min

Jobs, Tech Layoffs, and Baby Formula

Jobs, Tech Layoffs, and Baby Formula

Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins...

3 Feb 202322min

FOMC, Inflation, and the Economy

FOMC, Inflation, and the Economy

Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global rec...

2 Feb 202340min

Markets, Ukraine, and the Economy

Markets, Ukraine, and the Economy

Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and au...

1 Feb 202333min

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