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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Expect Crude to Rise to $60-$70 A Barrel Next Year: Jason Schenker

Expect Crude to Rise to $60-$70 A Barrel Next Year: Jason Schenker

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Yellen Prepared For Victory Lap Before Congress: Moss, Wilson

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Big Tech Dominance May Trigger New Antitrust Legislation: Strauss

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Bitcoin Boom Looks Increasingly Perilous to Cumberland's Kotok

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Flattened Yield Curve Signals a Fed Policy Error, Jersey Says

Flattened Yield Curve Signals a Fed Policy Error, Jersey Says

Ira Jersey, U.S. rates strategist at Bloomberg Intelligence, talks about the yield curve, Chair Yellen resigning and how this will impact the Fed. Jennifer Rie, senior litigation analyst at Bloomberg ...

21 Nov 201727min

Middle-Market Debt Has Ballooned in Recent Years, Kahn Says

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Ronald Kahn, managing director of Lincoln International, talks about the new Lincoln Middle Market Index and the outlook for middle market lending. Kit Juckes, chief global FX strategist at Societe Ge...

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Corn May Be Big Opportunity at These Levels, Gilbertie and McGlone Say

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Sal Gilbertie, president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, talk about opportunities in corn and soybeans, farmers squeezed by pri...

17 Nov 201729min

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