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.

Avsnitt(3347)

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containin...

27 Jan 202028min

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's ta...

24 Jan 202027min

Minsky Moment Is Real Possibility: Economist Bob Barbera

Minsky Moment Is Real Possibility: Economist Bob Barbera

John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wea...

23 Jan 202025min

UN Draws Line Linking Khashoggi Murder To Bezos Hack

UN Draws Line Linking Khashoggi Murder To Bezos Hack

Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic ris...

22 Jan 202025min

Everyone Still Chasing Netflix For International Subs

Everyone Still Chasing Netflix For International Subs

Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCa...

21 Jan 202027min

U.S. Shale Patch Is No Longer A Growth Market

U.S. Shale Patch Is No Longer A Growth Market

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leader...

17 Jan 202027min

Why Massive Growth In Private Markets Will Continue

Why Massive Growth In Private Markets Will Continue

Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this fore...

16 Jan 202026min

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co...

15 Jan 202039min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
avanzapodden
fill-or-kill
lastbilspodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
dynastin
borsmorgon
rss-veckans-trade
rss-dagen-med-di
24fragor
rss-kort-lang-analyspodden-fran-di
rss-borslunch