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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P&L: Making America Great Again Will Need a Weaker Dollar

P&L: Making America Great Again Will Need a Weaker Dollar

Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to ...

19 Dec 201625min

P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion

P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion

Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShar...

16 Dec 201625min

P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017

P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017

Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze ...

15 Dec 201626min

P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks

P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks

Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire...

14 Dec 201616min

P&L: Former Acting Director of the CIA Discusses Russian Hack

P&L: Former Acting Director of the CIA Discusses Russian Hack

Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comment...

13 Dec 201621min

P&L: Fed Should Do at Least Four Hikes in 2017

P&L: Fed Should Do at Least Four Hikes in 2017

Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Ab...

12 Dec 201625min

P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says

P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says

Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Ji...

9 Dec 201625min

P&L: How Blockchain Will Affect Market Structures

P&L: How Blockchain Will Affect Market Structures

Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenhe...

8 Dec 201626min

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