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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Bob Doll: July Hike Not Off Table If Conditions Are Met (Audio)

Bob Doll: July Hike Not Off Table If Conditions Are Met (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bob Doll, Chief Equity Strategist for Nuveen Asset Management, says the uncertainty of Brexit and the election shouldn't derail the markets, and that corporate earnings remain the key.See omnystudio.com/listener for privacy information.

21 Juni 201611min

Finel-Honigman on Brexit: Migrant Crisis Come to a Head (Audio)

Finel-Honigman on Brexit: Migrant Crisis Come to a Head (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, with a geopolitical look at Brexit and impact to the Eurozone.See omnystudio.com/listener for privacy information.

21 Juni 201611min

Bloomberg's Dean on Proposed Regulation for Algo Trading(Audio)

Bloomberg's Dean on Proposed Regulation for Algo Trading(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Nathan Dean, Government Analyst for Bloomberg Intelligence, on a proposal that would subject algorithmic traders in US derivatives to increased regulation.See omnystudio.com/listener for privacy information.

21 Juni 20168min

Bloomberg's Heilemann on Trump's Firing of Lewandowski (Audio)

Bloomberg's Heilemann on Trump's Firing of Lewandowski (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: fallout from Trump's firing campaign manager; Clinton speech in Ohio; Trump vs. Clinton fundraising.See omnystudio.com/listener for privacy information.

21 Juni 20165min

Bloomberg's Foxman on Death of Visium's Sanjay Valvani (Audio)

Bloomberg's Foxman on Death of Visium's Sanjay Valvani (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Simone Foxman, Hedge Fund reporter for Bloomberg News, on the implications to the hedge fund community following the apparent suicide of Visium's Sanjay Valvani.See omnystudio.com/listener for privacy information.

21 Juni 20164min

Algebris' Gallo Sees Weak UK Recovery, Even If 'Remain'(Audio)

Algebris' Gallo Sees Weak UK Recovery, Even If 'Remain'(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments LLP, on the implications of Brexit for the UK economy and global markets.See omnystudio.com/listener for privacy information.

21 Juni 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Credit Acceptance (CACC).See omnystudio.com/listener for privacy information.

20 Juni 201612min

Kavar's Ciocca Favors 'Self-Indulgent' Consumer Staples (Audio)

Kavar's Ciocca Favors 'Self-Indulgent' Consumer Staples (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Doug Ciocca, CEO and Partner of Kavar Capital, on navigating the global market cross winds.See omnystudio.com/listener for privacy information.

20 Juni 201611min

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