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.

Avsnitt(3321)

Energy M&A, Bitcoin ETFs, and Hertz

Energy M&A, Bitcoin ETFs, and Hertz

Vince Piazza, Senior Industry Analyst: Energy at Bloomberg Intelligence, joins to discuss his note on APA’s purchase of Callon, and why it’s not what it seems. He also discusses Chesapeake Energy buyi...

11 Jan 202436min

CES, Boeing, and Bitcoin

CES, Boeing, and Bitcoin

Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace an...

10 Jan 202438min

Consumer Health, The Fed, 50 Companies to Watch

Consumer Health, The Fed, 50 Companies to Watch

Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024.  Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to di...

9 Jan 202438min

Boeing, Copper, and Weight Loss

Boeing, Copper, and Weight Loss

George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark N...

8 Jan 202436min

Jobs, Munis, and Ozempic

Jobs, Munis, and Ozempic

Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to disc...

5 Jan 202448min

APA, TikTok, and Regional Banks

APA, TikTok, and Regional Banks

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloom...

4 Jan 202442min

Morgan Stanley, Harvard, and Disney

Morgan Stanley, Harvard, and Disney

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay steppin...

3 Jan 202444min

Equities, Tesla, and Geopolitics

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with...

2 Jan 202439min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
bathina-en-podcast
borsmorgon
lastbilspodden
fill-or-kill
svd-tech-brief
rikatillsammans-om-privatekonomi-rikedom-i-livet
affarsvarlden
dynastin
rss-kort-lang-analyspodden-fran-di
kvalitetsaktiepodden
rss-inga-dumma-fragor-om-pengar
rss-den-nya-ekonomin
rss-veckans-trade