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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Fed Should Get Out of the Business of Setting Rates, Forbes Says

Fed Should Get Out of the Business of Setting Rates, Forbes Says

Steve Forbes, chairman and editor-in-chief of Forbes Media, says the Federal Reserve should let borrowers and lenders set interest rates. Until then it's still the Fed, and Carl Riccadonna, the chief ...

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Restraints on Immigration Will Hurt the Economy, Carbonite's Ali Says

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19 Sep 201718min

The Market Isn't Correctly Pricing In Climate Risk, Samama Says

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18 Sep 201729min

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Government and regulatory agencies have Internet companies like Google and Facebook in their cross-hairs, a potentially huge risk to the big tech stocks, Bloomberg Gadfly's Shira Ovide says. Henry Pea...

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How Equifax Missed Its Chance to Prevent the Massive Hack

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Vinny Troia, CEO of Night Lion Security, and Bloomberg's Jordan Robertson tell Pimm Fox and Lisa Abramowicz that Equifax failed to fix a flaw that computer experts had flagged earlier in the year. Ins...

14 Sep 201725min

Are Bank Jobs at Risk From Technology?

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Greenwich Associates' Kevin McPartland says technology signals a change in banking jobs, not a loss. Storm recovery and cleanup companies are making billions off of more frequent natural disasters, Bl...

13 Sep 201727min

It's Like Nordstrom Without the Clothes

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It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Ca...

12 Sep 201726min

Yields Aren't Likely to Rise Until the Fed Resolves Its Balance Sheet, CIBC's Tucci Says

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Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg repo...

11 Sep 201728min

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