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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PIMCO's Clarida on Rate Hike: Fed Should Get On With It (Audio)

PIMCO's Clarida on Rate Hike: Fed Should Get On With It (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Richard Clarida, Global Strategic Adviser at Pimco, on the Fed's rate hiking path, and the Bank of Japan.See omnystudi...

28 Sep 201619min

Frost's Stringfellow: Consumer Sectors Still Attractive (Audio)

Frost's Stringfellow: Consumer Sectors Still Attractive (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Tom Stringfellow, Chief Investment Officer of Frost Investment Advisors, on the impact of the debate on markets, outlook for the lab...

27 Sep 201611min

OpCo's Gheit on OPEC: Lower Oil Prices Are Here To Stay (Audio)

OpCo's Gheit on OPEC: Lower Oil Prices Are Here To Stay (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Fadel Gheit, Senior Analyst at Oppenheimer & Co, for a look at oil prices, and the impact of Iran and Saudi Arabia's opposing views ...

27 Sep 201611min

Bloomberg's Barnes: Obama's Clean Power Plan Could Stay (Audio)

Bloomberg's Barnes: Obama's Clean Power Plan Could Stay (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Brandon Barnes, Senior Energy Litigation Analyst for Bloomberg Intelligence, on outlook for Obama's Clean Power Plan, in court today...

27 Sep 20168min

Kroll's Whalen on Deutsche: Banks Are Over Regulated (Audio)

Kroll's Whalen on Deutsche: Banks Are Over Regulated (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Chris Whalen, Senior Managing Director & Head of Research at Kroll Bond Rating Agency, on potential contagion surrounding Deutsche B...

27 Sep 201611min

Bloomberg's Talev on Clinton Getting Under Trump's Skin (Audio)

Bloomberg's Talev on Clinton Getting Under Trump's Skin (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Margaret Talev, White House correspondent for Bloomberg, on Donald Trump letting Hillary Clinton get under his skin at the president...

27 Sep 201611min

Conference Board's Franco: Economy Is On Solid Footing (Audio)

Conference Board's Franco: Economy Is On Solid Footing (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Lynn Franco, Director of Economic Indicators of the Conference Board, with an overview of their September CCI (Consumer Confidence I...

27 Sep 20168min

Megalith's Sidhu on Real Estate: Buyer Pool Has Shrunk (Audio)

Megalith's Sidhu on Real Estate: Buyer Pool Has Shrunk (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Sam Sidhu, Founder and CEO of Megalith Capital Management, on foreign investment in the NY real estate market, and o...

27 Sep 20165min

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