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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Permanente Sees Health Care Shifting From Hospital To Home

Permanente Sees Health Care Shifting From Hospital To Home

See omnystudio.com/listener for privacy information.

14 Nov 201829min

France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs

France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs

Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the ...

13 Nov 201829min

State-Approved Cannabis Will Become Permanent in 2019

State-Approved Cannabis Will Become Permanent in 2019

Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry.  Gary Shilling, President of A. Gary Shilling, on...

12 Nov 201829min

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth...

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We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact invest...

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Stock Rally Is More A Sign of Relief Than Cheering Gridlock

Stock Rally Is More A Sign of Relief Than Cheering Gridlock

Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate mak...

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Florida Is Delivering The Drama To Election Junkies

Florida Is Delivering The Drama To Election Junkies

Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye,...

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A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles

A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles

Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy St...

5 Nov 201828min

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