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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Netflix, China, And Real Estate (Podcast)

Netflix, China, And Real Estate (Podcast)

Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, C...

20 Apr 202223min

Housing, Return-To-Work, And Travel (Podcast)

Housing, Return-To-Work, And Travel (Podcast)

Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Far...

19 Apr 202223min

Markets, Elon Musk, And Bank Earnings (Podcast)

Markets, Elon Musk, And Bank Earnings (Podcast)

Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA a...

18 Apr 202223min

Central Banks, Ukraine, And The Economy

Central Banks, Ukraine, And The Economy

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the economy, inflation, and the Federal Reserve in 2022. Ed Price, Senior Fellow (non-resident) & former British ...

14 Apr 202228min

Ukraine, Travel, And Markets

Ukraine, Travel, And Markets

Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinfor...

13 Apr 202225min

Markets, Cybersecurity, And The Supply Chain

Markets, Cybersecurity, And The Supply Chain

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tracie McMillion, Head of ...

11 Apr 202224min

Markets, The French Election, And Women In Finance

Markets, The French Election, And Women In Finance

Jess Menton, Equities Reporter with Bloomberg News, discusses markets, stocks, and inflation. Laura Wright, Producer with Bloomberg TV, discusses the French election and what it means for the US and g...

8 Apr 202221min

Markets, Inflation, And Golf

Markets, Inflation, And Golf

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Seth Carpenter, Morgan Stanley Chief Global Economist, talks about the economy, inflation, a...

7 Apr 202224min

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