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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Again Capital's Kilduff Expects Oil Prices to Fall to $42

Again Capital's Kilduff Expects Oil Prices to Fall to $42

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Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says

Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says

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Trump Agenda Would Radically Alter U.S. Economy, Millstein Says

Trump Agenda Would Radically Alter U.S. Economy, Millstein Says

Jim Millstein, CEO of Millstein & Co, says Donald Trump's agenda would be a radical refashioning of America's place in the world's economy. Ross Levinsohn, the executive chairman of Mundo Media and fo...

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We Are Being Choked by Regulatory Environment, Stefanski Says

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Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker discusses whether Donald Trump will damage...

2 Feb 201728min

Infrastructure is Useful But Doesn't Change Economy, Dwane Says

Infrastructure is Useful But Doesn't Change Economy, Dwane Says

Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't change the growth rate of the underlying econo...

1 Feb 201725min

Cushing's Toudouze Discusses Energy 'Renaissance'

Cushing's Toudouze Discusses Energy 'Renaissance'

Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Man...

31 Jan 201727min

Bannon's Addition to NSC Raises Questions, Bloomfield Says

Bannon's Addition to NSC Raises Questions, Bloomfield Says

Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve Bannon to the National Security Council ...

30 Jan 201727min

U.S. Concrete CEO Sandbrook Expects Big Demand from Border Wall

U.S. Concrete CEO Sandbrook Expects Big Demand from Border Wall

Bill Sandbrook, CEO of U.S. Concrete Inc., gives an outlook on infrastructure and says a border wall will need a significant amount of concrete. Leonid Bershidsky, a Bloomberg View columnist in Berlin...

27 Jan 201726min

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