Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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The Transcript Podcast Episode 83
Manage episode 347061013 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we discuss the signals from freight companies on weakening demand, the FTX saga, and the Meta U-Turn
Show Notes
00:00:00 Introduction
00:00:07 Inflation Going Down?
00:03:09 The Crypto Crisis
00:07:54 The Meta U-Turn
00:09:36 Semis and the Energy Transition
00:10:06 Conclusion
112 episodes
Share
Manage episode 347061013 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we discuss the signals from freight companies on weakening demand, the FTX saga, and the Meta U-Turn
Show Notes
00:00:00 Introduction
00:00:07 Inflation Going Down?
00:03:09 The Crypto Crisis
00:07:54 The Meta U-Turn
00:09:36 Semis and the Energy Transition
00:10:06 Conclusion
112 episodes
All episodes
×
In this episode, we contrast corporate optimism against a backdrop of enduring inflation, address the financial pressures facing low-income consumers and the distress signals from rising subprime delinquencies, and examine the unexpected challenges in the mass-market adoption of EVs. 00:00:00 Introduction 00:00:10 Prevailing Optimism 00:01:50 Low-Income Consumer Strains 00:03:54 EV Market Dynamics 00:04:56 Automaker Bets and Brand Loyalt 00:07:01 Hybrids Gaining Ground 00:07:54 Conclusion…
T
The Transcript
In this episode, we discuss the Federal Reserve's future rate cuts, the surprising job market data, a soft European economy, and tech giants' AI-driven performance 00:00:00 Introduction 00:00:15 Decoding the Fed's Signals 00:03:18 Soft Signals from Europe's Economy 00:04:21 Natural Gas Inventory Surprises 00:05:06 Tech Earnings and AI 00:07:58 Meta's Dividend Debut 00:09:16 Chips and Games: Industry Trends 00:10:51 Conclusion…
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In this episode, we explore the potential soft landing, consumer spending resilience, Tesla's AI ambitions in the EV market, Boeing's challenges, and the big week ahead in big tech earnings.
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The Transcript
In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week.
In this episode, we discuss the key takeaways from the first 3 weeks of earnings season. The key trend is the softening trends in the economy, the state of the EV market and the stabilization in cloud.
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The Transcript
In this episode, we discuss the takeaways from Jackson Hole, reflections on the state of the consumer from retailers, and the blowout quarter that Nvidia just hard.
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The Transcript
In this episode we discuss signs of stability in the economy, reflections on the long-term implications of higher rates, and the impact of Taylor Swift on the economy.
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The Transcript
In this episode, we discuss key gleanings from the earnings season including takeaways on bank earnings, inflation, and AI.
This week, we discuss the slight softening trends from the big retailers that reported last week. We also discuss Tesla and AI and the Fed talk about more potential rate hikes. Show Notes 00:00:00 Introduction 00:00:07 Softening Trends 00:01:50 Inflation Still High 00:04:00 Tesla and AI 00:07:33 The State of the Supply Chains 00:08:30 Nuggets of Wisdom 00:09:12 Conclusion…
In this episode, we discuss the key points from the Fed press conference last week, the incoming data on the state of the economy, and the banking crisis. Show Notes 00:00:00 Introduction 00:00:07 Pausing Soon? 00:01:08 Hot or Cold? 00:03:31 Troubled Regional Banks 00:05:57 What's Different This Time? 00:07:42 CRE Exposure 00:10:12 ChatGPT Crushing Business Models 00:11:22 The Oracle of Omaha 00:12:32 Conclusion…
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The Transcript
In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls. Show Notes 00:00:00 Introduction 00:00:08 Softening Trends 00:01:23 The Impact of the End of First Republic 00:04:46 What will the Fed Do? 00:06:55 Price-Driven Growth 00:08:38 TakeAways from Tech Earnings 00:11:15 Conclusion…
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The Transcript
1 Episode 101: TakeAways from Bank Earnings Q1 23 11:46
11:46 
Play Later 
Play Later 
Lists 
Like 
Liked11:46
Play Later Play Later Lists Like LikedIn this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more. Show Notes 00:00:00 Introduction 00:00:07 Slowly Declining 00:02:18 What Will the Fed Do? 00:03:18 Banks are Stable For Now 00:04:42 Credit Metrics Look Good 00:06:23 On Semis and Pool Demand 00:08:20 Freight Recession 00:09:10 Tesla Slashing Prices 00:11:06 Big Week Ahead…
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The Transcript
1 Episode 100: The Q1 23 Earnings Season Begins! 11:09
11:09 Play Later Play Later Lists Like Liked11:09
Play Later Play Later Lists Like LikedIn this episode marking the start to the new earnings season, we discuss how banks and the Fed are responding to the recent baking crisis, the state of the consumer Buffett's take on AI Show Notes 00:00:00 Introduction 00:00:07 Banking Stress Calms Down 00:01:56 How Will the Fed React? 00:05:23 Is The Banking Crisis Over? 00:07:03 The Car Market 00:08:40 Buffett and AI 00:10:57 Conclusion…
In this episode, we discuss our key takeaways from the Q4 2022 earnings calls. Show Notes 00:00:00 Introduction 00:00:07 The Banking Crisis 00:02:55 Consumers Are Still Spending 00:04:22 The Era of AI 00:08:40 Earnings Season Begins Soon 00:10:11 Conclusion
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In this episode, we discuss the distress in financial markets that started in banking, how the Fed is responding to it, and what C-suite execs are saying about it. Show Notes 00:00:00 Introduction 00:00:05 Distress in the Markets 00:01:45 Too Soon To Tell 00:02:57 The Fed Responds 00:03:33 It’s Quarter End This Week 00:05:24 It’s the Liquidity Stupid 00:07:05 The Astonishing Speed of AI Evolution 00:09:12 Nuggets of Wisdom 00:10:42 Conclusion…
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Similar to The Transcript
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
T
The Influence Factor by The Influencer Marketing Factory
1
The Influence Factor by The Influencer Marketing Factory
The Influencer Marketing Factory
37k128
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
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continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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