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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Lakeview's Scott Rothbort Likes Glaxo and Whole Foods (Audio)

Lakeview's Scott Rothbort Likes Glaxo and Whole Foods (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Rothbort, President and Founder of Lakeview Asset Management, on impact of Brexit on the markets, outlook for the 2nd quarter, and his Restaurant and Food report.See omnystudio.com/listener for privacy information.

29 Juni 201611min

Customer Growth's Johnson: Performance Fashion Peaking (Audio)

Customer Growth's Johnson: Performance Fashion Peaking (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Craig Johnson, President of Customer Growth Partners, with a retail roundup: Back2School preview, Nike earnings, and impact of Primark on US stories.See omnystudio.com/listener for privacy information.

29 Juni 201611min

Bloomberg's Clough: GE Shedding 'Too Big To Fail' Label (Audio)

Bloomberg's Clough: GE Shedding 'Too Big To Fail' Label (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Rick Clough, Industrial reporter for Bloomberg News, on GE winning approval to drop its designation as a too-big-to-fail financial instruction.See omnystudio.com/listener for privacy information.

29 Juni 20168min

Gareth Jenkins Says Turkey Needs to Forge Relationships (Audio)

Gareth Jenkins Says Turkey Needs to Forge Relationships (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Gareth Jenkins, Political Security Analyst based in Istanbul, on the geopolitical situation and outlook for Turkey, following the most recent terrorist attack.See omnystudio.com/listener for privacy information.

29 Juni 201611min

Raymond James' Giddis on Brexit Underpinning Bond Rally (Audio)

Raymond James' Giddis on Brexit Underpinning Bond Rally (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Kevin Giddis, Head of Fixed Income at Raymond James, on Brexit, impact on the bond markets and the Fed, and the Fed's bank stress tests.See omnystudio.com/listener for privacy information.

29 Juni 201611min

Kocherlakota Says Fed Should Ease To Stimulate Economy (Audio)

Kocherlakota Says Fed Should Ease To Stimulate Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Narayana Kocherlakota, Blooomberg View columnist and former Minneapolis Fed President, on Brexit, and why the Fed should be easing.See omnystudio.com/listener for privacy information.

29 Juni 20168min

Morgan Stanley's Hornbach Favors 'Belly' of Yield Curve (Audio)

Morgan Stanley's Hornbach Favors 'Belly' of Yield Curve (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Hornbach, Global Head of Interest Rate Strategy at Morgan Stanley, on the global bond rally and negative rates.See omnystudio.com/listener for privacy information.

28 Juni 20168min

Brean's Tchir Sees Brexit Risk to High Grade Corporates (Audio)

Brean's Tchir Sees Brexit Risk to High Grade Corporates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Peter Tchir, Head of Macro Strategy at Brean Capital, on global markets and scenarios for the Brexit fallout.See omnystudio.com/listener for privacy information.

28 Juni 201611min

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