U.S. Oil Buys & Home Depot’s Demand Problem 5/16/23

Ed Clissold, market strategist for Ned Davis Research Group, puts this week’s election in perspective with market and election data going back to 1900. Historically, a Republican incumbent victory prompts a market rally in the short term, but a reversal in the year following. Essayist and “Black Swan” investor Nassim Nicholas Taleb outlined the risks of a pandemic earlier in 2020, and now says the solution is simple, if only governments around the world could move past their coronavirus denial. Taleb - who advises Universa Investments, with 100%+ annual return from 2008-2019 - says victor predictions are a sign of incompetence; his election calculus: 50/50. Plus, Covid-19 cases continue to rise as we head into the holiday season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Marras 202034min

In what Pfizer CEO Albert Bourla calls “likely the most significant medical advancement in the last 100 years,” BioNtech and Pfizer’s Covid-19 vaccine may prove to be more than 90% effective in preventing coronavirus. CNBC’s Senior Health and Science Reporter Meg Tirrell breaks the good news with the Squawk Box anchors, and Pfizer CEO Dr. Albert Bourla discusses the success, the implications, and the questions still unanswered. In an extended interview, Bourla thanks his scientists for their ongoing work to change the course of history and outlines the road ahead.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Marras 202038min

Legendary investor Leon Cooperman explains his approach to markets amid the ongoing Presidential vote and the Federal Reserve’s approach to stabilizing the economy. The billionaire explains his personal vote for former Vice President Biden and his bet on equities. Uber CEO Dara Khosrowshahi unpacks his company’s latest financial results and his projection for a transportation recovery post-pandemic. In the wake of California’s Proposition 22 vote preserving gig workers’ status as contractors, Khosrowshahi considers what the measure will mean for the gig economy moving forward. Plus, as the final votes are counted, Harvard Professor, AEI President Emeritus, and contributing writer for The Atlantic Arthur Brooks says it’s time to rebuild the U.S., starting at home. The host of “The Art of Happiness with Arthur Brooks” encourages those who are pleased with the election outcome to reach out to their disappointed friends and family, to begin repairing the political division in America. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

6 Marras 202037min

As 2020 election results trickle in, Al Gore’s running mate former Senator Joe Lieberman reflects on the 34 controversial days between Election Day in 2000 and Gore’s final concession. His lessons from that infamous election twenty years ago: at some point, for the good of the country, a peaceful transfer of power must ensue. Pollster and political strategist Frank Luntz considers what’s next for the candidates, the country, and his own polling profession. Whatever the outcome, Luntz says it’s only the beginning of America’s journey through political division. Plus, NYT’s Edmund Lee and Jefferies’ Brent Thill discuss what each administration would mean for big tech regulation.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Marras 202035min

As votes are counted across the country, David Rubenstein, co-founder and co-executive chairman of The Carlyle Group, expects market jitters to continue until a clear winner emerges. He and IAC Chairman Barry Diller consider what political division in the U.S. means for the next four years of policy, business, international relations, and the American psyche, regardless of the election outcome. Diller reflects on liberal moral superiority, a potentially fatal flaw of the Democratic Party, and says that humility and respect are the keys to a hopeful future. Both Rubenstein and Diller agree that whatever his fate, Donald Trump is a political force to be respected and not dismissed.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Marras 202030min

Election Day 2020 is finally here. At this culmination of America’s anxieties, former Facebook Chief Security Officer Alex Stamos discusses social media’s strategies and obligations to curb misinformation ahead of the final results. In a podcast original interview, The Wall Street Journal’s Joanna Stern shares how she found her anxiety fix in a social media blackout. Plus, regardless of the election outcome, Dr. Scott Gottlieb maps out a bumpy pandemic road ahead, and Joe, Becky, and Andrew consider the inevitability of civil unrest after all the votes are counted.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Marras 202035min

Dr. Atul Gawande, Chairman of Haven, surgeon, and staff writer for The New Yorker, shares his expectations for coronavirus vaccine supply and American confidence in preventative drugs. CNBC’s Steve Liesman breaks down results from a CNBC All America Survey, revealing American faith in health care companies and the demographic disparities between those who are wary of and confident in a potential vaccine. Insider’s Henry Blodget unpacks the whirlwind week for tech and suggests that despite some disappointing quarterly reports, big tech will continue to deliver a strong performance for investors. Closing in on Election Day, CNBC’s Dominic Chu reveals how either administration would affect individual sectors.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

30 Loka 202032min

Ken Frazier, CEO of drug maker Merck, maps out his timeline for a coronavirus vaccine as cases continue to rise around the world. In a conversation with Yale School of Management’s Jeff Sonnenfeld, Frazier discusses the duty CEOs have to encourage voting, civility, and faith in the democratic process. Politics took precedence at big tech’s big (virtual) day on Capitol Hill. Former White House Chief Technology Officer Aneesh Chopra and CNBC’s Ylan Mui break down Jack Dorsey’s, Mark Zuckerberg’s, and Sundar Pichai’s four hour hearing before the Senate Commerce Committee. Plus, less than a week before the Presidential election with no end to the Covid pandemic in sight, the markets are struggling to find steady ground.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29 Loka 202031min