Steve Eisman, the Fed, & Marathon Sunday 11/02/23
Squawk Pod2 Nov 2023

Steve Eisman, the Fed, & Marathon Sunday 11/02/23

The Federal Reserve has left interest rates as they are, in its latest decision. Neuberger Berman’s Steve Eisman, the portfolio manager profiled in “The Big Short,” breaks down Fed Chair Jay Powell’s latest remarks, the state of the economy, and the handling of the Israel-Hamas War on campus at his alma mater, University of Pennsylvania. Palantir has reported a strong quarter, and CNBC’s Frank Holland explains CEO Alex Karp’s commentary on American competitiveness, the Palantir software, and standing by Israel. Disney is buying the rest of Hulu from Comcast, in a long-awaited and widely-expected decision on the asset. Plus, the New York City Marathon is this Sunday! Brooks Running CEO Jim Weber expects almost 10,000 runners to be racing in his shoes, and he’s cheering them on.

Steve Eisman 13:43

Jim Weber 22:56

In this episode:

Andrew Ross Sorkin, @andrewrsorkin
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(2014)

It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26

It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26

Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective...

27 Juli 41min

Elon Musk’s Interview with The Economist & Lina Khan’s NYC Role 7/24/26

Elon Musk’s Interview with The Economist & Lina Khan’s NYC Role 7/24/26

In a nearly 90 minute interview, SpaceX and Tesla CEO Elon Musk sat down with The Economist’s editor-in-chief Zanny Minton Beddoes. Beddoes shares her biggest takeaways from the conversation, includin...

24 Juli 44min

Kalshi’s ‘Midterms Hub’ & SeatGeek & Serval Automate the I.T. Department 7/23/26

Kalshi’s ‘Midterms Hub’ & SeatGeek & Serval Automate the I.T. Department 7/23/26

Former CFTC Commissioner Brian Quintenz is now on the board of Kalshi Exchange and a senior advisor to the Coalition for Prediction Markets. The morning after Kalshi unveiled a “Midterms Hub” for elec...

23 Juli 41min

OpenAI’s “Cyber Incident,” A Saudi Nuclear Deal, & AT&T CEO 7/22/26

OpenAI’s “Cyber Incident,” A Saudi Nuclear Deal, & AT&T CEO 7/22/26

AT&T reported better-than-expected earnings for its second quarter. CEO John Stankey discusses the results, the future of connectivity, and the potential for partnership with SpaceX’s Starlink. In AI ...

22 Juli 38min

More Tariffs Coming & Cyclospora’s Source 7/21/26

More Tariffs Coming & Cyclospora’s Source 7/21/26

U.S. Trade Representative Jamieson Greer signaled another round of President Trump’s tariffs is on the way, on the heels of a new 50% levy on Canadian goods as varied as wine and hockey sticks.  Greer...

21 Juli 38min

AMC CEO Adam Aron & OpenAI Chairman Bret Taylor 7/20/26

AMC CEO Adam Aron & OpenAI Chairman Bret Taylor 7/20/26

After The Odyssey’s strong opening weekend at the box office, AMC CEO Adam Aron discusses the shifting entertainment landscape and AMC’s financial results this quarter. Aron also discusses audience ap...

20 Juli 54min

A Chip Sell-Off, Netflix’s Report, & President Xi’s AI Pitch 7/17/26

A Chip Sell-Off, Netflix’s Report, & President Xi’s AI Pitch 7/17/26

Netflix shares are under pressure after its quarterly earnings forecast disappointed investors, and chip stocks are down amid concern about AI investment. JPMorgan Asset Management global market strat...

17 Juli 28min

Expanding Trump Accounts with IRS CEO & SSA Commissioner 07/16/26

Expanding Trump Accounts with IRS CEO & SSA Commissioner 07/16/26

Frank Bisignano serves as Commissioner of the Social Security Administration & CEO of the IRS, and now he’s being tapped to lead the expansion of Trump Accounts. In an extended interview, the Commissi...

16 Juli 30min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
dynastin
avanzapodden
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
bathina-en-podcast
rss-hos-psykologen
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
borslunch-2
rss-borsens-finest
rss-veckans-trade
rss-dagen-med-di
tabberaset
ekonomiekot-extra
rss-dominoeffekten