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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Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence S...

24 Jan 202440min

Netflix, WWE Deal, GE Earnings, and Market Outlook

Netflix, WWE Deal, GE Earnings, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations fo...

23 Jan 202435min

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloo...

22 Jan 202430min

Digital Assets in Focus, M&A Opportunity

Digital Assets in Focus, M&A Opportunity

Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETF...

19 Jan 202440min

Wealthy Investing, Market Outlook

Wealthy Investing, Market Outlook

Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. W...

18 Jan 202427min

Cybersecurity, Fed Cut Outlook, Sectors to Watch

Cybersecurity, Fed Cut Outlook, Sectors to Watch

Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for ...

17 Jan 202450min

Corporate Diversity, Fed Speak, Health of US Banks

Corporate Diversity, Fed Speak, Health of US Banks

Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at W...

16 Jan 202433min

Bank Earnings, Energy Uncertainty, Market Concerns

Bank Earnings, Energy Uncertainty, Market Concerns

Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty.  Dana Peterson...

12 Jan 202434min

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