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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Thornburg's Wilson on Opportunities in Emerging Markets (Audio)

Thornburg's Wilson on Opportunities in Emerging Markets (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Charlie Wilson, co-manager of Thornburg Developing World Fund, on opportunities in emerging markets.See omnystudio.com/listener for ...

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Intrepid's Travis Likes: Fenner, Corus, Oaktree Capital (Audio)

Intrepid's Travis Likes: Fenner, Corus, Oaktree Capital (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mark Travis, President of Intrepid Capital Funds, on the markets, the disconnect between price and value, and his current picks.See ...

6 Sep 201611min

Vanderbilt's Smith on Planning for Money Market Reforms (Audio)

Vanderbilt's Smith on Planning for Money Market Reforms (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Henley Smith, Senior Vice President of Vanderbilt Avenue Asset Management, on the growing attraction to money market assets and plan...

6 Sep 201611min

Bloomberg's Barnett on Fracking Backlash in Oklahoma (Audio)

Bloomberg's Barnett on Fracking Backlash in Oklahoma (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Rob Barnett, Senior Energy Policy Analyst for Bloomberg Intelligence, on the Oklahoma earthquake and impact to fracking.See omnystud...

6 Sep 20168min

Bloomberg's Loh on Enbridge Deal, Niquette on Ohio Race (Audio)

Bloomberg's Loh on Enbridge Deal, Niquette on Ohio Race (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Tim Loh, Energy reporter for Bloomberg News, on Canada's Enbridge Inc. buying Houston-based Spectra Energy Corp. in a $28 billion d...

6 Sep 201611min

Alan Baum on Tesla's Huge Need to Raise Money for Capex (Audio)

Alan Baum on Tesla's Huge Need to Raise Money for Capex (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan based research firm focused on automotive, on Volkswagen bu...

6 Sep 201611min

Sanford's Oxgaard on Hurdles to the Bayer-Monsanto Deal(Audio)

Sanford's Oxgaard on Hurdles to the Bayer-Monsanto Deal(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, on Bayer's sweetened bid for Monsanto, as Monsanto mulls options.See o...

6 Sep 20168min

Tennis Channel's Solomon: Will Reach 60 Million Homes (Audio)

Tennis Channel's Solomon: Will Reach 60 Million Homes (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ken Solomon, CEO and Chairman of The Tennis Channel, recaps the US Open, and how the Tennis Channel could reach 60 million homes by ...

2 Sep 20168min

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