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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Bill Smead: Nesting Millenials to Power Economy, Stocks (Audio)

Bill Smead: Nesting Millenials to Power Economy, Stocks (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bill Smead, CEO and Chief Investment Officer of Smead Capital Management, on why he sees millennials powering an economic turnaround...

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Teneo's Marconini: Brazil's Temer Is Best for Situation (Audio)

Teneo's Marconini: Brazil's Temer Is Best for Situation (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mario Marconini, Managing Director of LatAM at Teneo Intelligence, based in Brazil, on the economic and geopolitical...

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Wells Fargo's LaForge on New Real Estate Sector in S&P (Audio)

Wells Fargo's LaForge on New Real Estate Sector in S&P (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John LaForge, Head of Real Assets Strategy at Wells Fargo Institute, to discuss the launch of the new real estate sector in the S&P ...

31 Aug 20168min

Trillium's Friedman on IEX's  Business Model (Correct)(Audio)

Trillium's Friedman on IEX's Business Model (Correct)(Audio)

(Corrects title)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Michael Friedman, General Counsel & Chief Compliance Officer of Trillium, to discuss IEX and ...

31 Aug 20166min

Ambassador Mamet: Argentina Seeking Foreign Investment (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Noah Mamet, US Ambassador to Argentina, discusses changes in Argentina since the election of President Macri, the new U.S.-Argentina...

31 Aug 201611min

Hilltop's Grant: 'Huge' Mistake for Fed to Raise Rates (Audio)

Hilltop's Grant: 'Huge' Mistake for Fed to Raise Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Mark Grant, Chief Fixed Income Strategist at Hilltop Securities, for a macro look at the fixed income markets and the ...

31 Aug 201611min

LaSalle's Gimbel Seeing No Signs of Slowdown for Hiring (Audio)

LaSalle's Gimbel Seeing No Signs of Slowdown for Hiring (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: National labor market expert, Tom Gimbel, founder & CEO of LaSalle Network, looks ahead to jobs day, weighing in on hiring trends an...

31 Aug 20168min

Stephen Schork on Oil: Supply Glut, Sees Oil Under $40 (Audio)

Stephen Schork on Oil: Supply Glut, Sees Oil Under $40 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Stephen Schork, President of the Schork Group, with a look at the oil and gas markets--and why he's looking to get short.See omnystu...

30 Aug 201612min

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