Podcasts about customer growth partners

We're moving through a great week as we talk about broader changes in retail leadership and why we should care. We also cover the reasoning behind Berkshire Hathaway's push deeper into oil, the Dollar being worth more than the Euro for the first time in 20 years, and maybe a bonus story :)Top Retail CEOs are being replaced as the landscape is shiftingGap, Bed Bath and Beyond, Dollar General, Under Armor, Home Depot (to name a few) are replacing their CEOs amidst a changing retail landscapeSome companies postponed succession plans during the pandemic however the changes are accelerating due to the necessity of specific skill sets“The landscape of retailing changed during the Covid era,” said Craig Johnson, the president of consulting firm Customer Growth Partners. “The skills necessary for a CEO to succeed today are much broader.Take away: Auto Dealers are retailers. There are peacetime generals and war time generals…strap up. Buffet's Berkshire going in big on US OilThey have been ramping their position in Occidental Petroleum Corp since February and bought 12 million more shares over two days this month bringing their total stake to 18.7%. The largest shareholder in the companyOnce they own 20%, they can report earnings on their P&L, until now, they can just report dividendsThis confidence indicates a high value being placed on energy independence as Occidental is an exploratory companyTake away: EV batteries might be sexy, but oil still does the work. Buffett's got an ok track record of seeing through the hype. The Euro has fallen below the Dollar for the first time in 20 yearsGrowing concerns about energy independence amidst Russian aggression have led to devaluation of the EuroCurrencies tend to rise when the central bank raises interest ratesThe dollar has also been strong in recent months, lifted as the US central bank raising interest rates, and investors seeking the safe haven of dollar assets in times of global turmoilThis makes imports based on the USD more expensive…like oil Avg gas price from: 7.65 per gallon in Germany to 11.35 in Hong KongTake away: Yesterday's average of 4.63 feels just slightly less stingingFollow up on our story about subscription based car features“Cox Automotive conducted a survey of 217 people who intend to buy a new car over the next two years. Only 25 percent said they'd be willing to pay a monthly or annual fee to unlock a feature in their vehicle. The remaining 75 percent said piss off.”Get the Daily Push Back email at https://www.asotu.com/Rock with us LIVE at ASOTU CON! Tickets: https://www.asotucon.comJOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/Read our most recent email at: https://www.asotu.com/media/push-back-emailShare your positive dealer stories: https://www.asotu.com/positivityASOTU Instagram: https://www.instagram.com/automotivestateoftheunion/

Meltem Demirors, Chief Strategy Officer at CoinShares, on bitcoin breaking thru $50,000 and the growing adoption of crypto. Craig Johnson, President of Customer Growth Partners, on the surprisingly strong retail sales numbers. Liam Denning, energy, mining & commodity columnist for Bloomberg Opinion, on the Texas power and climate change crisis, and his column: “Texas, California Blackouts: A Song of Ice, Fire.” Josh Eidelson, Bloomberg labor reporter, on how the gig economy is coming for millions of American jobs. Hosted by Paul Sweeney and Matt Miller.

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra wealthy are investing under a Biden presidency. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research for Bloomberg Intelligence, on the U.K. becoming the first Western country to clear Pfizer-BioNTech's vaccine shot. Craig Johnson, President of Customer Growth Partners, with his 19th annual holiday retail forecast. Frank Bowman, former federal prosecutor and Professor at University of Missouri Law School, discusses the limits of Trump's pardon power. Hosted by Paul Sweeney and Vonnie Quinn. 

John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international growth. Sarah Ponczek, Bloomberg cross-asset reporter, on the stay-at-home trade re-emerging over virus concerns. Craig Johnson, President of Customer Growth Partners, with their annual holiday retail forecast. Hosted by Paul Sweeney and Vonnie Quinn.

Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and why phase 3 trials are imperative. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses the stimulus deal stuck on state aid. Hosted by Paul Sweeney and Vonnie Quinn. 

Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether he's buying the dip. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses the vulnerability of the 2020 U.S. presidential campaigns and election. Craig Johnson, President of Customer Growth Partners, on Home Depot, Macy's and how the coronavirus has impacted the retail forecast for 2020. Hosted by Lisa Abramowicz and Paul Sweeney.

Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the U.S. airstrike in Iran that killed one of Iran’s most powerful generals. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence and former adviser to the Dallas Fed, discusses her economic outlook including thoughts on oil, the Fed and employment. Craig Johnson, President of Customer Growth Partners, has a recap of holiday retail sales and his outlook for 2020. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, explains whether or not we're in a "new" bull market. Hosts: Lisa Abramowicz and Paul Sweeney.

The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings Investment Institute, on the trade war and emerging markets. Craig Johnson, President of Customer Growth Partners, on Macy's and retail earnings. Lulu Chen, Hong Kong technology reporter for Bloomberg, on Alibaba and Tencent earnings, and what it says about the China consumer. Hosted by Lisa Abramowicz and Paul Sweeney. 

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current investment strategy, and why Nvidia is a buy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Airbus scrapping its A380 jumbo plane amid an industry shift to smaller planes. Hosted by Abramowicz and Paul Sweeney. 

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, including the companies most likely to go public. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on the Saudi cabinet shake-up, and geopolitics in the middle east. Craig Johnson, President of Customer Growth Partners, on holiday retail, and impacts of gasoline price declines/hikes on consumer and retail spending. (Romaine Bostick filling in for Lisa Abramowicz.)

Carol speaks to Josh Wright, Chief Economist at iCIMS, on worker training trends. Alex Wayne, Bloomberg News White House Team Leader, discusses a non-profit getting $458 million for the detention center that is housing immigrant children. Tuna Amobi,Media and Entertainment Analyst at CFRA, and Nabila Ahmed, Bloomberg News Media M&A Reporter, talk about Fox accepting Disney's $71 billion offer and the deal is close to winning U.S. antitrust approval. Craig Johnson, President of Customer Growth Partners, shares his back to school retail outlook. And we Drive to the Close with Chris Cordaro, Chief Investment Officer at RegentAtlantic.   

Carol speaks to Josh Wright, Chief Economist at iCIMS, on worker training trends. Alex Wayne, Bloomberg News White House Team Leader, discusses a non-profit getting $458 million for the detention center that is housing immigrant children. Tuna Amobi,Media and Entertainment Analyst at CFRA, and Nabila Ahmed, Bloomberg News Media M&A Reporter, talk about Fox accepting Disney's $71 billion offer and the deal is close to winning U.S. antitrust approval. Craig Johnson, President of Customer Growth Partners, shares his back to school retail outlook. And we Drive to the Close with Chris Cordaro, Chief Investment Officer at RegentAtlantic.    Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why tax cuts won’t improve growth in 2018, but it could be the year of inflation. Shira Ovide, Bloomberg Gadfly columnist covering technology, on analysts cutting Apple iPhone X forecasts. Craig Johnson, President of Customer Growth Partners, on the best holiday retail season since 2005.

Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.

Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Harvey and Irma impact retail. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses news that Amazon is shopping for a second U.S. headquarters with as many as 50,000 employees. Finally, Marvin Loh, a senior global markets strategist at BNY Mellon, talks about central banks and risk asset response to geopolitics.

Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson, president of Customer Growth Partners, discusses retail earnings and the outlook for malls. Bill Faries, Bloomberg's team leader for national security, talks about Trump's intensified warnings to North Korea amid rising tensions in the region and how Guam is preparing itself. Finally, Frank Mecum, the director of consignment at Mecum Auctions, discusses the collector car auction market, trends and the upcoming Mecum Monterey 2017 during the famed Monterey Car Week.

Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at Oppenheimer Funds, discusses long bonds, growth, reflation and leveraged loans. Craig Johnson, president of Customer Growth Partners, says department stores make up 1.6 percent of the retail market, down from 10 percent a generation ago. Finally, Bloomberg's Saleha Mohsin discusses U.S. Treasury Secretary Steve Mnuchin's comments on the yuan, NAFTA and the long bond.

Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, president of SJ Consulting Group, talks about the complexity of global shipping networks. Also, Bloomberg's Shahien Nasiripour discusses the Obama administration actively seeking loan payments from thousands of former students eligible for a debt-forgiveness program. Finally, Dan Fuss, vice chairman of Loomis Sayles, gives an outlook for rates and bond yields.

Bloomberg's Katia Porzecanski tells Lisa Abramowicz and Alex Sherman, filling in for Pimm Fox, about the women who are enduring Wall Street's bro culture in the age of Donald Trump. They also talk to Labor Secretary Tom Perez's chief economist, Heidi Shierholz, about today's job report. Then, Bloomberg's Lananh Nguyen says that traders aren't taking anything for granted as the election approaches. Finally, Craig Johnson, president of Customer Growth Partners, discusses the holiday retail forecast and says that virtual reality technology is driving a lot of interest.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Craig Johnson, President of Customer Growth Partners, on retail stocks: WMT, Amazon, US brands in Europe, and an early Christmas outlook.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Craig Johnson, President of Customer Growth Partners, with a retail roundup: Back2School preview, Nike earnings, and impact of Primark on US stories.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Craig Johnson, President of Customer Growth Partners, on the retail sector and today's retail eps: Target, Lowes, and Staples.