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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Inflation, ESG, Video Games, And Streaming (Podcast)

Inflation, ESG, Video Games, And Streaming (Podcast)

Chance Finucane, Oxbow Advisors Chief Investment Officer, talks about investing strategies amid inflation and rising interest rates in 2022. Daniela Braga, founder and CEO at Defined.ai, joins the sho...

11 Aug 202234min

CPI, The Economy, And Energy (Podcast)

CPI, The Economy, And Energy (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the July CPI report. Lindsey Piegza, Stifel Chief Economist Lindsey Piegza, discusses CPI and the economy. Keith Krach, former ...

10 Aug 202234min

The Jobs Report And The Economy (Podcast)

The Jobs Report And The Economy (Podcast)

Tom Gimbel, Founder and CEO at LaSalle Network, talks about the jobs report and hiring in the US. Jack Altman, CEO at Lattice, talks about his company and hiring in the US. Mario Harik, president of L...

10 Aug 202225min

Markets, Job Cuts, And Vaccines (Podcast)

Markets, Job Cuts, And Vaccines (Podcast)

Russell Price, Chief Economist at Ameriprise Financial, discusses markets and the economy in 2022. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investi...

4 Aug 202232min

Markets, Geopolitics, And Chips (Podcast)

Markets, Geopolitics, And Chips (Podcast)

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Mick Mulroy, co-founder of the Lobo Institute and Former Deputy Assistant Secretar...

3 Aug 202234min

Streaming, Uber, And Taiwan (Podcast)

Streaming, Uber, And Taiwan (Podcast)

Mark Douglas, CEO at MTN, joins the show to discuss streaming and big tech earnings and how results affect the outlook for ad strategies. James McCann, deputy chief economist at abrdn, discusses the e...

2 Aug 202237min

Markets, Apple, Washington, And ETFs (Podcast)

Markets, Apple, Washington, And ETFs (Podcast)

Phil Orlando, Chief Equity strategist at Federated Hermes, discusses markets and investing. Robert Stimpson, CIO and Portfolio Manager for Oak Associates Funds, discusses markets and investing strateg...

1 Aug 202227min

Energy, The Fed, And Germany (Podcast)

Energy, The Fed, And Germany (Podcast)

Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about the fight for energy in the Ukraine war, European energy security and a potential German crisis, and the outlook f...

29 Juli 202227min

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