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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Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins us from Tel Aviv to discuss  the latest on the Israel-Hamas war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence,...

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Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Ma...

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Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the la...

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Abigail Ross Hooper, President and CEO of the Solar Energy Industries Association talks renewable energy. Selma Hepp, chief economist at CoreLogic, joins to talk real estate and the housing market. Ho...

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Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about...

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