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: Chipotle Has Lost Its Way

P&L: Chipotle Has Lost Its Way

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P&L: The Bloomberg Pessimist's Guide to 2017

P&L: The Bloomberg Pessimist's Guide to 2017

John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct ...

6 Dec 201627min

P&L: Lieberman Says We'll See a Strong Third Party Before 2020

P&L: Lieberman Says We'll See a Strong Third Party Before 2020

Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lanan...

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P&L: Training for Modern Jobs Is the Answer to Wage Stagnation

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P&L: Trump Can't Micromanage a Manufacturing Revival

P&L: Trump Can't Micromanage a Manufacturing Revival

Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 job...

1 Dec 201626min

P&L: Trump's Treasury Secretary Pick Is a Perfect Trump Villain

P&L: Trump's Treasury Secretary Pick Is a Perfect Trump Villain

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Max Abelson and Justin Sink about Donald Trump's latest cabinet appointments and how Steven Mnuchin's elite background makes him a surprising pick for ...

30 Nov 201626min

P&L: Consumer Confidence's Nine-Year High Is 'Screamingly Good'

P&L: Consumer Confidence's Nine-Year High Is 'Screamingly Good'

Pimm Fox and Lisa Abramowicz talk to Lynn Franco, the director of economic indicators at the Conference Board, about the latest reading of consumer confidence, which reached the highest level since Ju...

29 Nov 201624min

P&L: Why Fake News Is A Global Problem

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David Garrity, the CEO of GVA Research, says we could see more advertisers pushing back against fake news on the Internet. Then, Pimm Fox and Lisa Abramowicz talk to Bloomberg Intelligence's Jonathan ...

28 Nov 201626min

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