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18 episodes with craig moffett
6 episodes with craig moffett
2 episodes with craig moffett
2 episodes with craig moffett
Stephanie Link of Hightower and Paul Hickey of Bespoke Investment Group kicked off the show with a look at where things stand and what to watch ahead. Jason Furman, former Chair of the Council of Economic Advisers, discussed the economic impact of new tariffs, Fed policy, and recession risks. Craig Moffett of MoffettNathanson weighed in on Apple's outlook given its major exposure to new tariffs. Janus Henderson CEO Ali Dibadj shared his playbook for navigating rising volatility, and Eunice Yoon reported from Beijing on what's next from China.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024Featuring: Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
Analysts Don Kellogg and Roger Entner dive into the 4th Quarter earnings for both telecom and cable. They also discuss the impact of FWA, customer satisfaction in the cable industry, and Roger's exciting purchase of the new Apple Vision Pro.00:38 Verizon's Q4 Earnings 03:24 FWA's impact 05:28 Verizon's postpaid adds 06:41 AT&T's Q4 Earnings 09:15 T-Mobile's Q4 Earnings 10:16 Customer satisfaction in the industry 12:18 Comcast's Q4 Earnings 13:56 Charter and cable vs. telco 18:33 Speed and satisfaction 19:29 Q4 Overview 19:50 Roger's Apple Vision Pro reviewTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Comcast, Charter, Spectrum, Craig Moffett, fixed wireless, FWA, broadband, fiber, speed, customer satisfaction, Apple Vision Pro
Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine's All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. Craig returns to The Business Brew to give an update on his analysis of the US telecommunications ecosystem. Craig is Co-Founder of MoffettNathanson (see https://www.moffettnathanson.com/), a research driven firm that focuses on sound analysis as opposed to the incentives that drive much of Wall Street Sell Side coverage. Craig's most divergent view is that cable companies may end up with an cost advantaged wireless business when compared Verzion, AT&T, and T Mobile's business. This is in large part because of postalized rates, which you will learn about in this episode. We hope you enjoy this conversation. Please see https://podcasters.spotify.com/pod/show/william-brewster1/episodes/Craig-Moffett---A-True-Expert-e1qqks6/a-a8sd2uv for our conversation in November 2022. For disclaimers - Bill held both Charter and Liberty Broadband shares until recently. He sold after Charter's most recent earnings report. Bill has talked a lot about cable and felt like he needed to sell in order to be rational about the cable thesis. We hope this conversation is as unbiased as possible. A request from The Business Brew – PLEASE fill out the survey on Spotify (assuming you listen there) to indicate whether you are an institutional or retail investor. The survey results will help this podcast immensely in sponsorship negotiations. Sponsor Info: Daloopa is founded by a former hedge fund analyst to bring simplicity into the investment process. Daloopa offers an AI driven single source for all company reported data, and allows for investment teams to make the most informed decisions in the shortest amount of time. Daloopa scales the velocity of an investment team's idea gen. Analysts spend less time locating and manually inputting meaningful disclosures into Excel and more time synthesizing in the minutes after the print. Daloopa captures data from all company reported sources, including from footnotes, MD&As, and investor presentations. Our data sheets include GAAP to non-GAAP adjustments, guidance, and all company specific KPIs. Each datapoint is auditable to the source for easy verification and accuracy. Daloopa's Excel plugin can also update your existing models for the latest quarter in just a single click. Bulge-bracket banks and major multi-managers are trusting Daloopa for use in initiating coverage, building and maintaining industry dashboards, and keeping their models up to date. Visit Daloopa to create a free account and learn more about how Daloopa can help increase your team's speed to differentiated insight.
In this video, we'll perform a VZ stock analysis and figure out what the company looks like based on the numbers. Verizon currently pays out a huge, market beating 8.41% dividend yield. We'll also try to figure out what a reasonable fair intrinsic value is for Verizon Communications. And answer is Verizon one of the best dividend stocks to buy at the current price? Find out in the video above! Global Value's Verizon Communications Inc. stock analysis. Link to Craig Moffett's interview on The Business Brew podcast: https://open.spotify.com/episode/67ofUu5TmXQf326EP0Rtbs?si=9831808db0b4457f TIKR is the website I use for financial data in my videos. Join me and thousands of investors worldwide by using TIKR in your investment analysis. All funds from referrals directly support the channel to improve video quality! Referral link - tikr.com/globalvalue Check out Seeking Alpha Premium and score an exclusive $50 off coupon plus a free 7 day trial! All funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue Verizon Communications Inc. ($VZ) | Verizon Stock Value Analysis | Verizon Communications Inc. Stock Dividend Analysis | VZ Dividend Analysis | $VZ Dividend Analysis | Verizon Communications Intrinsic Value | VZ Intrinsic Value | $VZ Intrinsic Value | Verizon Intrinsic Value | Verizon Communications Inc. Discounted Cash Flow Model | VZ DCF Model #VZ #VZstock #Verizon #Verizonstock #stockmarket #dividend #stocks #investing #valueinvesting #dividend #dividendstocks #dividendstocks2023 (Recorded October 19, 2023)
With a floundering economy In the first quarter of 2023, the U.S. pay-TV industry suffered its steepest subscriber losses yet, losing a total of 2.3 million customers across cable, satellite, and internet TV services due to the rising popularity of streaming video. According to senior analyst Craig Moffett, the penetration of pay-TV into U.S. households … Continue reading Unprecedented Cord-Cutting Surge in Q1 2023 Sends US Pay-TV Subscriptions Plunging to 1992 Lows #1669 → The post Unprecedented Cord-Cutting Surge in Q1 2023 Sends US Pay-TV Subscriptions Plunging to 1992 Lows #1669 appeared first on Geek News Central.
In this video, we'll perform a VZ stock analysis and figure out what the company looks like based on the numbers. Verizon currently pays out a significantly above average 6.65% dividend yield. We'll also try to figure out what a reasonable fair intrinsic value is for Verizon Communications. And answer is Verizon one of the best dividend stocks to buy at the current price? Find out in the video above! Global Value's Verizon Communications Inc. stock analysis. Link to Craig Moffett's interview on The Business Brew podcast: https://open.spotify.com/episode/67ofUu5TmXQf326EP0Rtbs?si=9831808db0b4457f Check out Seeking Alpha Premium and score an annual plan for just $119. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Verizon Communications Inc. ($VZ) | Verizon Communications Inc. Stock Value Analysis | Verizon Communications Inc. Stock Dividend Analysis | VZ Dividend Analysis | $VZ Dividend Analysis | Verizon Communications Intrinsic Value | VZ Intrinsic Value | $VZ Intrinsic Value | Verizon Intrinsic Value | Verizon Communications Inc. Discounted Cash Flow Model | Verizon Communications Inc. DCF Analysis | VZ Discounted Cash Flow Analysis | VZ DCF Model #VZ #VZstock #Verizon #Verizonstock #stockmarket #dividend #stocks #investing #valueinvesting (Recorded February 28, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf...
Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine's All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. Prior to founding MoffettNathanson, Mr. Moffett spent more than ten years at Sanford Bernstein & Co., LLC as a senior research analyst. He was previously the President and founder of the e-commerce business at Sotheby's Holdings, the venerable auction house, where, in 1999, he led Sothebys.com to what was then the highest first year sales of any consumer website ever launched. Mr. Moffett spent more than eleven years at The Boston Consulting Group, where he was a Partner and Vice President specializing in telecommunications. He was the leader of BCG's global Telecommunications practice from 1996 to 1999. While at BCG, he led client initiatives in the U.S. local, long distance, and wireless sectors, in both consumer and commercial services, and advised companies outside the U.S. in Europe, Latin America, and Asia. Mr. Moffett graduated from Harvard Business School with Honors in 1989. He received a BA from Brown University, where he was magna cum laude and Phi Beta Kappa, in 1984. Detailed Show Notes - 5:41 - Why Silicon Valley Bank is a good fit for MoffettNathanson 6:50 - Why telecom is a hard business 7:40 - The history of US telecom 10:10 - How cable incubated an industry under AT&T/telecom's business 15:52 - How does cable compete with fiber going forward? 17:47 - High splits, node splits, who gives a split? 22:50 - Cable strategy and why high splits are the current strategy 29:09 - Wireless vs. broadband going forward 35:00 - The physics of wireless 46:00 - Verizon's big strategic decision was correct but implementation left something lacking 51:10 - Cable's wireless offering and how it fits into the competitive set 58:44 - What does broadband's growth runway look like? 1:03:45 - How do fiber overbuilders factor into the future? 1:08:00 - The fiber bubble will burst. Then some Altice discussion.
The Big 12's blockbuster media deal with ESPN and Fox Sports gets top billing on this week's pod as Andrew Marchand and John Ourand discuss the fallout from the story Ourand broke with Michael Smith over the weekend. The duo goes in-depth with a story Marchand broke earlier this week about Amazon's plans to produce daily sports talk studio shows. They also highlight the NWSL championship game's primetime performance on CBS and offer a quick preview for when they take the podcast live at the Media Innovators conference in New York at the end of this month. Fox Sports and NFL Network's Peter Schrager joins as this week's Big Get and talks about how he was able to break into the business and how he got his start on the “Good Morning Football” morning show. One of the most plugged-in people on the NFL beat, Schrager talks about how he approaches the beat. A big fan of the sports media business, Schrager offers his thoughts on Sean McVay's media future and identifies the current players he thinks will make the transition to broadcasting. Mentioned this week: Bob Wischusen, Max Duggan, Kendre Miller, Chris Russo, Sean McVay, Joe Davis, John Lombardo, Nick Dawson, Burke Magnus, Mark Silverman, Brett Yormark, LeBron James, Maverick Carter, Tom Brady, Peyton Manning, Charles Barkley, Michael Jordan, Jimmy Pitaro, Luis Silberwasser, Craig Moffett, Michael Nathanson, Brian Roberts, Sean McManus, Pete Bevacqua, Brad Zager, Cam Rising, Petros Papadakis, Bryson Barnes, Kyle Whittingham, Jeff Levering, Al Michaels, Gus Johnson, Joel Klatt, Michael Smith, Michael Davies, Cari Champion, Madelyn Burke, Master Tesfatsion, Pat McAfee, Stephen A. Smith, Dan Weinberg, Jen Sabatelle, Chris Ripley, Rob Weisbord, Robert Saleh, Paul Rudd, Ken Dorsey, Adam Amin, Bill Simmons, Ralph Wiley, Lou D'Ermilio, Bill Burr, Keith Richards, Jim Nantz, Rey Ordóñez, John Vander Wal, Alex Riethmiller, Kyle Brandt, Kay Adams, Nate Burleson, Pete Radovich, Troy Aikman, Joe Buck, Cris Collinsworth, Mike Tirico, Cam Newton, Ron Rivera, Derek Anderson, Steven Drummond, Brandon Beane, Odell Beckham Jr., Roger Goodell, Adam Schefter, Ian Rapoport, Jay Glazer, Christian McCaffrey, Matthew Stafford, Aaron Donald, Cooper Kupp, Mike Francesa, Kirk Herbstreit, Tom Brady, Aaron Rodgers, Travis Kelce, Rob Gronkowski, Shannon Sharpe, Tony Gonzalez, Greg Olsen, Ryan Fitzpatrick, Mark Sanchez, Chase Daniel, Colt McCoy, Kyler Murray, John Fetterman, Mehmet Oz, Jamie Erdahl, Ian Eagle, Tua Tagovailoa, Joe Burrow, Jalen Hurts, Jason McCourty, Devin McCourty, Bill Belichick, Sean Payton, Charissa Thompson, Charles Woodson, Michael Vick, Jennifer Aniston, Brian Rolapp, Hans Schroeder, Alberto Riveron, Walt Coleman IV, Deshaun Watson, Judy Battista, Daniel Snyder, Jerome from Manhattan, Yao Ming, Bob Weir, Casey Jones, Jacob Ullman, Richard Jefferson, Kyrie Irving, Ryan Ruocco, Alex Jones, Acie Wyatt, Chris Mason Learn more about your ad choices. Visit megaphone.fm/adchoices
With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.
Brian Deese, White House National Economic Council Director, says the Biden administration has a plan to deal with inflation. Peter Tchir, Academy Securities Macro Strategy Head, we may soon discover the economy isn't as good as we thought. Nela Richardson, ADP Chief Economist, says small businesses are holding their own in the pandemic recovery. Dan Tannebaum, Oliver Wyman Head of Americas Anti-Financial Crime, says nothing in Biden's press conference is likely to change Putin's behavior toward Ukraine. Craig Moffett, MoffettNathanson Senior Research Analyst, says the FAA is at fault for not promptly addressing 5G airline concerns, not the FCC. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Ben Laidler, eToro Global Markets Strategist, says the reopening trade hasn't even started yet. Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, says we need a real plan for vaccine rollout. Ed Yardeni, Yardeni Research Founder & Chief Investment Strategist, says there is tremendous liquidity sitting out there. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners and Senior Research Analysts, discuss the post-TV world. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Ben Laidler, eToro Global Markets Strategist, says the reopening trade hasn't even started yet. Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, says we need a real plan for vaccine rollout. Ed Yardeni, Yardeni Research Founder & Chief Investment Strategist, says there is tremendous liquidity sitting out there. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners and Senior Research Analysts, discuss the post-TV world. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, TD Securities Head of FX, says says fiscal spending could be more positive for Europe than for the U.S. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, say streaming may cause media companies to have a worse return on capital going forward. Eric Adams, New York City Mayoral Candidate, says tackling crime in New York City is a matter of prevention and intervention. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says we should stop testing people who are fully vaccinated unless they show symptoms of Covid-19. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, TD Securities Head of FX, says says fiscal spending could be more positive for Europe than for the U.S. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, say streaming may cause media companies to have a worse return on capital going forward. Eric Adams, New York City Mayoral Candidate, says tackling crime in New York City is a matter of prevention and intervention. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says we should stop testing people who are fully vaccinated unless they show symptoms of Covid-19.
Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with Discovery to create a new entertainment company. Heather Boushey, Council of Economic Advisors Member, says the plan for families to get a monthly child tax credit will help the U.S. make progress on child poverty. Vince Reinhart, Mellon Chief Economist & Macro Strategist, says child poverty has only gotten worse since the start of the pandemic. Chetan Ahya, Morgan Stanley Chief Global Economist, expects a big pickup in the capex cycle. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with Discovery to create a new entertainment company. Heather Boushey, Council of Economic Advisors Member, says the plan for families to get a monthly child tax credit will help the U.S. make progress on child poverty. Vince Reinhart, Mellon Chief Economist & Macro Strategist, says child poverty has only gotten worse since the start of the pandemic. Chetan Ahya, Morgan Stanley Chief Global Economist, expects a big pickup in the capex cycle.
MoffettNathanson Founding Partners, Craig Moffett and Michael Nathanson, discuss the merger of AT&T and Discovery. Arron Kallenberg, Founder and CEO of Wild Alaskan Company, discusses the future of sustainable seafood. Greg Hahn, President and Chief Investment Officer of Winthrop Capital Management, talks markets. Mark Dowding, Chief Investment Officer for BlueBay Asset Management, discusses the latest on ESG investing, the markets, and green bonds. Hosted by Paul Sweeney and Matt Miller.
Federal Reserve Bank of Cleveland President Loretta Mester says policy is in a good place right now.. Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says people will tolerate inflation at a moderate level as long as wages are rising. Michael Nathanson and Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the streaming wars as Disney reports a miss in streaming user growth. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, discusses the CDC lifting mask guidance for vaccinated individuals. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Federal Reserve Bank of Cleveland President Loretta Mester says policy is in a good place right now.. Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says people will tolerate inflation at a moderate level as long as wages are rising. Michael Nathanson and Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the streaming wars as Disney reports a miss in streaming user growth. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, discusses the CDC lifting mask guidance for vaccinated individuals.
Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, sees both the U.S. and western Europe booming over the next couple of quarters. James Stavridis, Bloomberg Opinion Columnist & Former NATO Supreme Allied Commander, says the U.S. has to confront China where it must, but cooperate where it can. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the future of cord-cutting and direct-to-consumer. Gabriela Santos, JPMorgan Investment Management Global Market Strategist, says we are just seeing a correction in Chinese markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, sees both the U.S. and western Europe booming over the next couple of quarters. James Stavridis, Bloomberg Opinion Columnist & Former NATO Supreme Allied Commander, says the U.S. has to confront China where it must, but cooperate where it can. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the future of cord-cutting and direct-to-consumer. Gabriela Santos, JPMorgan Investment Management Global Market Strategist, says we are just seeing a correction in Chinese markets.
Craig Moffett, Founding Partner and Senior Analyst at MoffettNathanson, discusses Warner Bros announcement that its 2021 theatrical slate is also going to be released on HBO Max. Host: Carol Massar. Producer: Doni Holloway.
Craig Moffett, Founding Partner and Senior Analyst at MoffettNathanson, discusses Warner Bros announcement that its 2021 theatrical slate is also going to be released on HBO Max. Host: Carol Massar. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The U.S. needs a 5G network. But it turns out there are a couple big questions not fully resolved in Washington. Like who’s responsible for divvying up the airwaves it would run on? We point this out because the FCC is looking at auctioning off some of the government-owned spectrum so companies can use it for 5G. And at the same time, the Department of Defense is looking at leasing out some of that same spectrum. So, Sabri Ben-Achour asked telecom analyst Craig Moffett, who’s in charge here?
The U.S. needs a 5G network. But it turns out there are a couple big questions not fully resolved in Washington. Like who’s responsible for divvying up the airwaves it would run on? We point this out because the FCC is looking at auctioning off some of the government-owned spectrum so companies can use it for 5G. And at the same time, the Department of Defense is looking at leasing out some of that same spectrum. So, Sabri Ben-Achour asked telecom analyst Craig Moffett, who’s in charge here?
The U.S. needs a 5G network. But it turns out there are a couple big questions not fully resolved in Washington. Like who’s responsible for divvying up the airwaves it would run on? We point this out because the FCC is looking at auctioning off some of the government-owned spectrum so companies can use it for 5G. And at the same time, the Department of Defense is looking at leasing out some of that same spectrum. So, Sabri Ben-Achour asked telecom analyst Craig Moffett, who’s in charge here?
The U.S. needs a 5G network. But it turns out there are a couple big questions not fully resolved in Washington. Like who’s responsible for divvying up the airwaves it would run on? We point this out because the FCC is looking at auctioning off some of the government-owned spectrum so companies can use it for 5G. And at the same time, the Department of Defense is looking at leasing out some of that same spectrum. So, Sabri Ben-Achour asked telecom analyst Craig Moffett, who’s in charge here?
Dr. Ian Lustbader, Clinical Professor of Medicine at NYU, provides a coronavirus and vaccine update. Bloomberg News White House Correspondent Josh Wingrove talks about President Trump undercutting a campaign reset as he weighs the prospect of defeat. Craig Moffett, Founding Partner and Senior Analyst at MoffettNathanson, discusses the launch of the iPhone 12 and the roll out of 5G. And we Drive to the Close with Michael Sheldon, CIO at Hightower RDM Financial Group. Hosts: Carol Massar and Paul Sweeney. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dr. Ian Lustbader, Clinical Professor of Medicine at NYU, provides a coronavirus and vaccine update. Bloomberg News White House Correspondent Josh Wingrove talks about President Trump undercutting a campaign reset as he weighs the prospect of defeat. Craig Moffett, Founding Partner and Senior Analyst at MoffettNathanson, discusses the launch of the iPhone 12 and the roll out of 5G. And we Drive to the Close with Michael Sheldon, CIO at Hightower RDM Financial Group. Hosts: Carol Massar and Paul Sweeney. Producer: Doni Holloway.
Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and far from its long-term equilibrium level of around $1.30. Danny Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says this may be the worst global economic decline he has ever seen. Jason Farley, John Hopkins University Nursing Professor, says we need to speed up our testing capacity. Krish Sankar, Cowen Senior Research Analyst, says the stability of Apple's balance sheet has been a major selling point for many of its shareholders. Craig Moffett, Moffettnathanson Founding Partner & Senior Research Analyst recaps tech and media data Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and far from its long-term equilibrium level of around $1.30. Danny Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says this may be the worst global economic decline he has ever seen. Jason Farley, John Hopkins University Nursing Professor, says we need to speed up our testing capacity. Krish Sankar, Cowen Senior Research Analyst, says the stability of Apple's balance sheet has been a major selling point for many of its shareholders. Craig Moffett, Moffettnathanson Founding Partner & Senior Research Analyst recaps tech and media data
A look at the TV, video, media and internet industries and their future with Craig Moffett, one of the nation's top telecom market analysts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the global economy. Catherine Yeung, Fidelity Investment Director, says the Belt and Road Initiative aims at increasing China's soft power. Alastair Newton, Alavan Business Advisory Director, says the Spanish populist party is eurosceptic but not anti-European. Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine, discusses the anti-vaccine movement and measles. Craig Moffett, MoffettNathanson Senior Research Analyst, says no one else can follow Disney's strategy because no one else has the advantages of being Disney. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the global economy. Catherine Yeung, Fidelity Investment Director, says the Belt and Road Initiative aims at increasing China's soft power. Alastair Newton, Alavan Business Advisory Director, says the Spanish populist party is eurosceptic but not anti-European. Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine, discusses the anti-vaccine movement and measles. Craig Moffett, MoffettNathanson Senior Research Analyst, says no one else can follow Disney's strategy because no one else has the advantages of being Disney.
A commercial free episode of Monday's Moffett on the Mic show, hosted by Chris Klimaszewski rather than Craig Moffett.
ACA President and CEO, Matt Polka sits down with founding partner of MoffettNathanson, Craig Moffett. Craig Moffett has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on fifteen separate occasions, including nine separate appearance as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. He has also been rated the #1 analyst in the U.S. Telecommunications sector by Bloomberg Markets, and he has consistently ranked #1 in Research Quality in Greenwich Research’s annual survey in both Telecommunications and U.S. Cable and Satellite sectors. Prior to founding MoffettNathanson, Mr. Moffett spent more than ten years at Sanford Bernstein & Co., LLC as a senior research analyst.
Carol and her new co-host Jason Kelly speak to Sarah Frier, Bloomberg News Tech Reporter, and Paul Sweeney, Bloomberg Intelligence U.S. Director of Research, on Facebook plunging as growth slows and scandals take a toll. Mark DeVaul, Equity Portfolio Manager at Hennessy Equity and Income Fund, discusses stocks he likes, including Dollar Tree. Craig Moffett, Senior Analyst at MoffettNathanson, explains what's next for Comcast after missing out on Fox assets. Quincy Krosby, Market Strategist at Prudential Financial, shares her market outlook. And we Drive to the Close with Michael Cuggino, President of Permanent Portfolio Family Funds. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Carol and her new co-host Jason Kelly speak to Sarah Frier, Bloomberg News Tech Reporter, and Paul Sweeney, Bloomberg Intelligence U.S. Director of Research, on Facebook plunging as growth slows and scandals take a toll. Mark DeVaul, Equity Portfolio Manager at Hennessy Equity and Income Fund, discusses stocks he likes, including Dollar Tree. Craig Moffett, Senior Analyst at MoffettNathanson, explains what’s next for Comcast after missing out on Fox assets. Quincy Krosby, Market Strategist at Prudential Financial, shares her market outlook. And we Drive to the Close with Michael Cuggino, President of Permanent Portfolio Family Funds.
Joseph Quinlan, Head of Market Strategy for U.S. Trust, argues consumers are driving the Chinese economy. Justina Lee, Bloomberg News China Markets Reporter, observes the PBOC may be moving towards an easing bias. Kirk Hartman, Wells Fargo AM Global CIO, thinks Disney had the upper hand in bids to buy 21st Century Fox all along. And further, Craig Moffett, MoffettNathanson Founding Partner, notes we still don't know if Disney is going to increase their bid for 21st Century Fox or not. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Joseph Quinlan, Head of Market Strategy for U.S. Trust, argues consumers are driving the Chinese economy. Justina Lee, Bloomberg News China Markets Reporter, observes the PBOC may be moving towards an easing bias. Kirk Hartman, Wells Fargo AM Global CIO, thinks Disney had the upper hand in bids to buy 21st Century Fox all along. And further, Craig Moffett, MoffettNathanson Founding Partner, notes we still don't know if Disney is going to increase their bid for 21st Century Fox or not.
Pimm Fox is in for Carol and is joined by Marty Mosby, Director of Bank & Equity Strategies at Vining Sparks, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, for a look at bank earnings and outlook. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down the appeal by the Department of Justice of AT&T/Time Warner merger and the latest on the media M&A landscape. Tom Randall, Bloomberg News Senior Reporter, takes us on an inside look at Tesla. Jeff Thomas, VP and Head of Western Region Listings at Nasdaq, shares his outlook for IPOs, especially in the areas of enterprise software and biotech. We Drive to the Close Jim Russell Portfolio Manager at Bahl & Gaynor. And lastly we look at ‘gradual' monetary policy with Craig Torres, Bloomberg News Fed Reporter, and Danielle DiMartino Booth, CEO at Quill Intelligence. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Pimm Fox is in for Carol and is joined by Marty Mosby, Director of Bank & Equity Strategies at Vining Sparks, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, for a look at bank earnings and outlook. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down the appeal by the Department of Justice of AT&T/Time Warner merger and the latest on the media M&A landscape. Tom Randall, Bloomberg News Senior Reporter, takes us on an inside look at Tesla. Jeff Thomas, VP and Head of Western Region Listings at Nasdaq, shares his outlook for IPOs, especially in the areas of enterprise software and biotech. We Drive to the Close Jim Russell Portfolio Manager at Bahl & Gaynor. And lastly we look at ‘gradual’ monetary policy with Craig Torres, Bloomberg News Fed Reporter, and Danielle DiMartino Booth, CEO at Quill Intelligence.
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private Banking Head of the U.K. Investment Office, says the ECB could still surprise to the upside. Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says they're underweight staples and utilities. Craig Moffett, MoffettNathanson Co-founder & Analyst, says Verizon and AT&T are primarily bond proxies. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private Banking Head of the U.K. Investment Office, says the ECB could still surprise to the upside. Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says they're underweight staples and utilities. Craig Moffett, MoffettNathanson Co-founder & Analyst, says Verizon and AT&T are primarily bond proxies.
Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, updates us on the gun control debate in Washington. Craig Moffett, MoffettNathanson Founding Partner & Senior Research Analyst, reviews Comcast's bid to buy British TV giant Sky for $31 billion. Steve Tsang, SOAS China Institute Director, says we overestimate Xi Jinping if we compare him to totalitarianism. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Poonam Goyal, Bloomberg Intelligence Senior U.S. Retail Analyst, discusses Macy's posting surprise sales gain last quarter. Leerom Segal, CEO at Klick Health, talks about launching a virtual reality platform for health care services. Gerrit De Vynck, Bloomberg News Tech Reporter, explains why NYC will never be Silicon Valley. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down Comcast's bid for Sky. Carol and Cory hit today's “Movers and Shakers” and Bloomberg Stocks Editor Dave Wilson has his “Stock of the Day.” Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Poonam Goyal, Bloomberg Intelligence Senior U.S. Retail Analyst, discusses Macy's posting surprise sales gain last quarter. Leerom Segal, CEO at Klick Health, talks about launching a virtual reality platform for health care services. Gerrit De Vynck, Bloomberg News Tech Reporter, explains why NYC will never be Silicon Valley. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down Comcast’s bid for Sky. Carol and Cory hit today’s “Movers and Shakers” and Bloomberg Stocks Editor Dave Wilson has his “Stock of the Day.”
Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, updates us on the gun control debate in Washington. Craig Moffett, MoffettNathanson Founding Partner & Senior Research Analyst, reviews Comcast's bid to buy British TV giant Sky for $31 billion. Steve Tsang, SOAS China Institute Director, says we overestimate Xi Jinping if we compare him to totalitarianism.
Jason Furman, Former Council of Economic Advisers Chairman, offers a Surveillance correction for Tom Keene. Craig Moffett, MoffettNathanson Founder and Senior Research Analyst, says AT&T stock may be one of the biggest winners from tax reform. Jerry Storch, Storch Advisors CEO and former Hudson's Bay CEO, predicts there will always be room for well-located, "A" malls. Diane Swonk, DS Economics Founder, is disappointed that instead of tax reform, we did tax cuts. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Jason Furman, Former Council of Economic Advisers Chairman, offers a Surveillance correction for Tom Keene. Craig Moffett, MoffettNathanson Founder and Senior Research Analyst, says AT&T stock may be one of the biggest winners from tax reform. Jerry Storch, Storch Advisors CEO and former Hudson's Bay CEO, predicts there will always be room for well-located, "A" malls. Diane Swonk, DS Economics Founder, is disappointed that instead of tax reform, we did tax cuts.
Craig Moffett, Senior Analyst at MoffettNathanson, discusses AT&T fighting the Justice Department antitrust lawsuit of TW merger. Jon Adams, Senior Investment Strategist at BMO Global Asset Management, sees a "steady as she goes” approach to markets. Larry Downes, Project Director at Georgetown, and Todd Shields, Bloomberg News Reporter, talk about the FCC's plan to rollback net neutrality regulations. Bloomberg Stocks Editor Dave Wilson's has his "Chart of the Day" and Julie Verhage, Bloomberg Stocks Reporter, explains the rise in analysts using AI to pick stocks. Crawford Del Prete, Executive Vice President at IDC Research, discusses Hewlett Packard Enterprise Chief Executive Officer Meg Whitman stepping down after six years at the company. And Carol and Cory hit today's "Movers and Shakers on Wall Street” and Dave Wilson's “Stock of the Day.” Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Craig Moffett, Senior Analyst at MoffettNathanson, discusses AT&T fighting the Justice Department antitrust lawsuit of TW merger. Jon Adams, Senior Investment Strategist at BMO Global Asset Management, sees a "steady as she goes” approach to markets. Larry Downes, Project Director at Georgetown, and Todd Shields, Bloomberg News Reporter, talk about the FCC's plan to rollback net neutrality regulations. Bloomberg Stocks Editor Dave Wilson's has his "Chart of the Day" and Julie Verhage, Bloomberg Stocks Reporter, explains the rise in analysts using AI to pick stocks. Crawford Del Prete, Executive Vice President at IDC Research, discusses Hewlett Packard Enterprise Chief Executive Officer Meg Whitman stepping down after six years at the company. And Carol and Cory hit today’s "Movers and Shakers on Wall Street” and Dave Wilson’s “Stock of the Day.”
U.S. Commerce Secretary Wilbur Ross says the Fed Chair is an important decision that President Trump is taking very, very seriously. Prior to that, Stephen Roach, a senior fellow at Yale University, says China has operated on the same principle of contradictions since the 1980s. Craig Moffett, senior research analyst at Moffettnathanson, says the wireless industry in the U.S. is shrinking partly because of T-Mobile. Senator Cory Gardner, a Republican from Colorado, says Colorado has grown to become a great 'software' state for tech. Steven Swartz, president and CEO of Hearst, says the magazine business is tougher now but his company has been around a long time and will be around for a lot longer. Finally, Virginia Governor Terence McAuliffe says the new Virginia economy is focused on jobs that aren't always related to technology. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
U.S. Commerce Secretary Wilbur Ross says the Fed Chair is an important decision that President Trump is taking very, very seriously. Prior to that, Stephen Roach, a senior fellow at Yale University, says China has operated on the same principle of contradictions since the 1980s. Craig Moffett, senior research analyst at Moffettnathanson, says the wireless industry in the U.S. is shrinking partly because of T-Mobile. Senator Cory Gardner, a Republican from Colorado, says Colorado has grown to become a great 'software' state for tech. Steven Swartz, president and CEO of Hearst, says the magazine business is tougher now but his company has been around a long time and will be around for a lot longer. Finally, Virginia Governor Terence McAuliffe says the new Virginia economy is focused on jobs that aren't always related to technology.
T-Mobile US Inc. and Sprint Corp. could be just weeks from finally announcing a merger. It would be the largest deal of the year, but even if a deal is announced, there’s no certainty it will happen. Regulatory approval is far from assured. Veteran telecommunications analyst Craig Moffett explains why the companies want to merge now and how the government may interpret a merger. He also gives a gloomy outlook for the entire U.S. wireless industry to host Alex Sherman.
Evercore ISI Chairman Ed Hyman explains why he's so optimistic about the U.S. jobless rate. Mark Haefele, UBS Wealth Management's global chief investment officer, says emerging markets mirror improving U.S. markets. Craig Moffett, MoffettNathanson's senior research analyst, says cable TV isn't done yet. Finally, Max Baucus, a former Senator from Montana, and Michael Cannon, CATO Institute's director of health policy studies, react to the Senate's proposed health-care bill. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Evercore ISI Chairman Ed Hyman explains why he's so optimistic about the U.S. jobless rate. Mark Haefele, UBS Wealth Management's global chief investment officer, says emerging markets mirror improving U.S. markets. Craig Moffett, MoffettNathanson's senior research analyst, says cable TV isn't done yet. Finally, Max Baucus, a former Senator from Montana, and Michael Cannon, CATO Institute's director of health policy studies, react to the Senate's proposed health-care bill.
Nicholas Burns, a professor at Harvard University, says many Europeans are concerned that the U.S. is no longer leading the West. Prior to that, Chris Verrone, Strategas Research's head of technical analysis, says there's a lot of bearishness with respect to the pound and the euro. Craig Moffett, founder and senior analyst at MoffettNathanson, says Verizon and AT&T would benefit the most from consolidation. Finally, Dennis Ross, who conducted Arab-Israeli diplomacy for three U.S. presidents, says destroying ISIS is an ideological challenge, not just a military one. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Nicholas Burns, a professor at Harvard University, says many Europeans are concerned that the U.S. is no longer leading the West. Prior to that, Chris Verrone, Strategas Research's head of technical analysis, says there's a lot of bearishness with respect to the pound and the euro. Craig Moffett, founder and senior analyst at MoffettNathanson, says Verizon and AT&T would benefit the most from consolidation. Finally, Dennis Ross, who conducted Arab-Israeli diplomacy for three U.S. presidents, says destroying ISIS is an ideological challenge, not just a military one.
Former Richmond Fed President Al Broaddus says there are several pieces of legislation in Congress that would impinge on the Fed's independence. Prior to that, Brian Levitt, Oppenheimer Funds' senior investment strategist, says investors have fought kicking and screaming for the entire bull market. Craig Moffett, MoffettNathanson's senior research analyst, says the big three mobile carriers aren't a "triopoly." Finally, Jordan Rochester, a strategist at Nomura Forex, says he's short USD-JPY and sees a weaker dollar compared to the yen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Former Richmond Fed President Al Broaddus says there are several pieces of legislation in Congress that would impinge on the Fed's independence. Prior to that, Brian Levitt, Oppenheimer Funds' senior investment strategist, says investors have fought kicking and screaming for the entire bull market. Craig Moffett, MoffettNathanson's senior research analyst, says the big three mobile carriers aren't a "triopoly." Finally, Jordan Rochester, a strategist at Nomura Forex, says he's short USD-JPY and sees a weaker dollar compared to the yen.
What in the world is AT&T thinking bidding $86 billion for Time Warner, owner of HBO, CNN and all manner of content on small and big screens? Veteran industry analyst Craig Moffett and NPR media correspondent David Folkenflik ponder this and other meanings of life. We're on Twitter @FullDRadio
Three experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of marketing at New York University, says we are at peak advertising and people will pay to opt out of advertising. Craig Moffett, a partner and senior research analyst at MoffettNathanson, says an AT&T and Time Warner deal won't result in cost savings. Rich Greenfield and Walter Piecyk, analysts at BTIG, say we are moving away from watching linear television and moving to an on-demand world with no commercials. Plus, Oliver Hart, a professor of economics at Harvard University and this year's Nobel Prize winner in economics, says he would ask about the efficiency gains of AT&T and Time Warner. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Three experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of marketing at New York University, says we are at peak advertising and people will pay to opt out of advertising. Craig Moffett, a partner and senior research analyst at MoffettNathanson, says an AT&T and Time Warner deal won't result in cost savings. Rich Greenfield and Walter Piecyk, analysts at BTIG, say we are moving away from watching linear television and moving to an on-demand world with no commercials. Plus, Oliver Hart, a professor of economics at Harvard University and this year's Nobel Prize winner in economics, says he would ask about the efficiency gains of AT&T and Time Warner.
Stephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner and senior research analyst at MoffettNathanson, says cable is best positioned for the next generation of wireless. Axel Merk, chief investment officer of Merk Investments, says the Fed wants to be behind the curve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Stephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner and senior research analyst at MoffettNathanson, says cable is best positioned for the next generation of wireless. Axel Merk, chief investment officer of Merk Investments, says the Fed wants to be behind the curve.
Moffettnathanson's Craig Moffett and Michael Nathanson discuss the future of TV, advertisers, live sports and the telecommunications business. They spoke with Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Moffettnathanson’s Craig Moffett and Michael Nathanson discuss the future of TV, advertisers, live sports and the telecommunications business. They spoke with Tom Keene and Michael McKee on Bloomberg Surveillance.
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