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.
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Quick Summary
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Deep Summary
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Topic Map
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Deep Knowledge Extract
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Knowledge Blocks
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Health Tips
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Business Ideas
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Action Items
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Resources Mentioned
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Risks and Caveats
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Quick Summary
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Deep Summary
Output: Compact overview, Core narrative, Detailed walkthrough
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Topic Map
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Deep Knowledge Extract
Output: Big ideas, Methods and protocols, Resources
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Knowledge Blocks
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Health Tips
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Business Ideas
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Technology & AI Insights
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Investing Insights
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History & Events
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Politics & Policy
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Psychology & Behavior
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Economics & Markets
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Leadership & Management
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Marketing & Growth
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Relationships & Communication
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Methods & Frameworks
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Action Items
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