Podcast appearances and mentions of elliott management

Today we had the distinct pleasure of hosting Mark Lashier, Chairman and CEO of Phillips 66. Mark joined Phillips 66 as President and COO in 2021 and assumed the CEO role in July 2022. Prior to that, he served as the President and CEO of Chevron Phillips Chemical Company (CPChem), where he held several senior leadership roles, including Executive Vice President of Olefins and Polyolefins, Senior Vice President of Specialties, Aromatics and Styrenics, and Vice President of Corporate Planning and Development. Mark began his career at Phillips Petroleum and holds a doctorate in Chemical Engineering. Beyond his leadership at Phillips 66, he serves on the Executive Committee of the American Petroleum Institute and is a Board Member of the Greater Houston Partnership and several other nonprofit organizations. Mike, Arjun and I were thrilled to host Mark for this Special Edition to discuss Phillips 66's recent performance, his strategic vision for the company, insights into today's energy landscape, and the ongoing debate with Elliott Management. In our discussion, Mark shares background on his career and transition to CEO, his early priority of addressing improvements in Phillip 66's refining segment, and the cultural transformation to re-instill pride and competitiveness amongst refiners, which involved engaging employees at all levels and investing in strategic capital projects to fix operational bottlenecks and improve reliability and earnings. We discuss Bob Pease's addition to the board, who was originally nominated through Elliott's engagement, and how he shifted from being skeptical to supportive of the company's strategy, execution, and focus on shareholder returns. We explore the history and structure of CPChem, the benefits of Phillips 66's integrated business model during times of volatility and potential downturns, and the company's industry-leading safety performance, which ties safety directly to employee compensation. Mark shares his perspective on why maintaining a diversified portfolio across refining, midstream, and chemicals is strategically and financially advantageous, as well as the optimization and regulatory advantages of an integrated structure. We touch on Phillips 66's strong ROCE versus peers, activist pressure to sell midstream assets for a higher multiple, growth across their midstream business, and broader global trends toward integration rather than asset breakups. Mark highlights the company's refining performance improvement, the rationale behind merging PSXP and DCP assets, efforts to attract generalist investors back to the energy sector by demonstrating consistent earnings, Phillips 66's philosophy of keeping assets “for sale every day” to ensure focus on shareholder value, and much more. We greatly appreciate Mark for sharing his candid insights into a complex and highly public debate. As you will hear, we reference a few items in the discussion. Phillip 66's Investor Relations presentation entitled “Delivering Value & Demonstrating Commitment,” released Monday, April 28, is linked here. Veriten's COBT episode featuring Doug Terreson is linked here. Thanks to Mark for joining us for an insightful discussion and thanks to you all for your friendship and support!

Southwest Airlines is in a major transition — layoffs, an activist investor, and a changing product. Of course, it's an especially major transition for this airline because of its conservative culture, strategy, and history. Brett Snyder, Brian Sumers and Jon Ostrower debate the impact of Elliott Management's involvement, former CEO Gary Kelly's legacy, and the potential for new leadership to drive change.We would like to thank TCG Digital for supporting The Air Show.Visit www.theairshowpodcast.com to get in touch with us.

In this episode, Anthony and Stephen discuss the recent struggles of BP, the impact of activist investors like Elliott Management, the dramatic drop in Shein's valuation due to external market pressures, and the rising valuations of sports franchises, particularly the New York Giants. The conversation highlights the complexities of corporate strategy, market dynamics, and the influence of political decisions on business valuations.(01:59) Welcome & Introduction(05:11) The Struggles of BP and Activist Investors(16:40) Shein's Valuation Plunge and Market Challenges(27:02) The New York Giants and the Rise of Sports Valuations Hosted on Acast. See acast.com/privacy for more information.

De slaapapneu-affaire is goed en wel achter de rug, maar een nieuw probleem wordt alleen maar groter en groter. Want de bestellingen daar drukken ontzettend op de wereldwijde omzet. Onder aan de streep bleef er nog maar een groei van 1 procent over. En die problemen zijn nog lang niet voorbij. Topman Roy Jakobs durft zelfs niet te voorspellen wanneer Philips weer op de Chinese markt kan rekenen. En in het lopende kwartaal kan het ervoor gaan zorgen dat de inkomsten van Philips met zo'n 6 procent gaan afnemen. De topman blijft er nog redelijk positief onder, maar beleggers niet. Die laten het aandeel als een baksteen vallen. Wie er gelijk heeft, hoor je in deze aflevering. En dan hoor je ook over ING. De bank klaagt over een nieuwe concurrentiestrijd, waar ING niet op zaten te wachten. Het kan namelijk geen IT-personeel meer vinden omdat grote techbedrijven het talent voor de neus wegkapen. Die techbedrijven bieden bizarre salarissen, en daar kan ING van z'n lang zal ze leven niet aan tippen. We hebben het ook over de ECB. Beleggers rekenen nog op 3 renteverlagingen dit jaar, maar binnen de centrale bank gaan de eerste stemmen op om de verlagingen te pauzeren. En verder hoor je over Kentucky Fried Chicken dat straks z'n naam misschien niet meer waar maakt. Over Bumble die Gen Z niet aan het swipen krijgt. En over het langverwachte einde van een verhaal waar beleggers en journalisten geen genoeg van kregen.See omnystudio.com/listener for privacy information.

De slaapapneu-affaire is goed en wel achter de rug, maar een nieuw probleem wordt alleen maar groter en groter. Want de bestellingen daar drukken ontzettend op de wereldwijde omzet. Onder aan de streep bleef er nog maar een groei van 1 procent over. En die problemen zijn nog lang niet voorbij. Topman Roy Jakobs durft zelfs niet te voorspellen wanneer Philips weer op de Chinese markt kan rekenen. En in het lopende kwartaal kan het ervoor gaan zorgen dat de inkomsten van Philips met zo'n 6 procent gaan afnemen. De topman blijft er nog redelijk positief onder, maar beleggers niet. Die laten het aandeel als een baksteen vallen. Wie er gelijk heeft, hoor je in deze aflevering. En dan hoor je ook over ING. De bank klaagt over een nieuwe concurrentiestrijd, waar ING niet op zaten te wachten. Het kan namelijk geen IT-personeel meer vinden omdat grote techbedrijven het talent voor de neus wegkapen. Die techbedrijven bieden bizarre salarissen, en daar kan ING van z'n lang zal ze leven niet aan tippen. We hebben het ook over de ECB. Beleggers rekenen nog op 3 renteverlagingen dit jaar, maar binnen de centrale bank gaan de eerste stemmen op om de verlagingen te pauzeren. En verder hoor je over Kentucky Fried Chicken dat straks z'n naam misschien niet meer waar maakt. Over Bumble die Gen Z niet aan het swipen krijgt. En over het langverwachte einde van een verhaal waar beleggers en journalisten geen genoeg van kregen.See omnystudio.com/listener for privacy information.

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down key energy headlines, including Iran's pushback against Trump's oil sanctions, New Jersey Governor Murphy's reversal on offshore wind projects, and the GOP's plan to cut EV tax credits. He also analyzes market trends, BP's stock surge driven by activist investor Elliott Management, and the broader impact of shifting energy policies. The episode highlights key developments, market reactions, and investment opportunities in oil and gas.Highlights of the Podcast00:00 - Intro01:09 - Iran Says Trump's Maximum Pressure Will Fail to Drive Its Oil Exports to Zero03:31 - Gov. Murphy Pulls Plug On Offshore Wind Projects Over High Costs, Supply Chain Woes05:51 - GOP Move To Slash EV Tax Credits, Challenge Biden's Green Subsidies09:51 - Markets Update11:21 - BP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major13:11 - OutroPlease see the links below or articles that we discuss in the podcast.Iran Says Trump's Maximum Pressure Will Fail to Drive Its Oil Exports to ZeroGov. Murphy Pulls Plug On Offshore Wind Projects Over High Costs, Supply Chain WoesGOP Move To Slash EV Tax Credits, Challenge Biden's Green SubsidiesBP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil majorFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Plus: Shares in BP rise on the news that Elliott Management has built a stake in the oil giant. And, China's consumer inflation accelerates. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

American steelmakers were among the biggest winners after Trump announced plans for 25% import taxes on steel and aluminum. Plus: McDonald's shares rise after latest earnings report. And BP stock got a bump after news that Elliott Management has built a stake in the oil-and-gas company. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to Monday.com's (MNDY) earnings and outlook, Diane King Hall says the company is "firing on all cylinders," shown through its rally at the opening bell. BP PLC (BP) rallied after Elliott Management announced it would build a stake in the company. Arm Holdings (ARM) got a price target hike from Loop Capital and reiterated its buy rating while T-Mobile (TMUS) hit a 52-week high after launching beta testing for Starlink-powered texting services. Diane discusses the morning's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing.

John is joined by Dennis Hranitzky, partner in Quinn Emanuel's New York office and Head of the firm's Sovereign Litigation Practice; Alex Loomis, senior associate in Quinn Emanuel's Boston office; and John Bash, partner in Quinn Emanuel's Austin office and Co-Chair of the firm's National Appellate Practice. They discuss sovereign debt litigation, particularly the challenges of enforcing judgments against sovereign entities, and the team's recent success executing on over $310 million in assets to enforce in judgments against Argentina.  Dennis describes his decades-long history of enforcing judgments against Argentina, starting with a case for Elliott Management in 2002, where strategies like freezing Argentina out of capital markets and exposing corruption were key to recovery.  The team's recent case focused on the collateral for Argentina's “Brady” bonds, instruments from the 1990s designed to make sovereign debt more tradable.  The enforcement litigation was not over the collateral itself, but on Argentina's "reversionary interest" in the collateral.  Alex explains how the team discovered and leveraged admissions from Argentina's SEC filings to identify attachable assets, including Argentina's reversionary interest in zero-coupon bonds held in New York and Germany.  The legal arguments involved nuanced interpretations of the Foreign Sovereign Immunities Act, including whether the reversionary interest qualified as commercial property subject to attachment and whether its situs (location) was in New York or Germany.  John Bash describes the appellate process, in which the Second Circuit upheld the attachment, agreeing that Argentina's reversionary interest was a commercial asset located in New York.  The discussion highlights the intellectual rigor required in such cases, involving intricate property law and sovereign immunity issues. The podcast concludes with reflections on Argentina's expected attempt to obtain review by the U.S. Supreme Court and the professional satisfaction the team derived from winning such a unique and challenging case.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Episode 452: Neal and Toby chat about the return of Wall Street's big bonus-time after its 2 year drought of shrinking payouts. Then, Activist investor Elliott Management has taken a massive stake in Honeywell and is calling the company to break itself apart. Plus, the CEO of Saudi Arabia's Neom has suddenly left, which marks another setback for the anticipated ‘city of the future'. Meanwhile, Amazon is also getting into the smart glasses game, this time looking to supply its delivery drivers to maximize drop-off efficiency. Lastly, the biggest headlines to close out your day.  Visit https://www.sage.com/morningbrew for more! Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Get your Morning Brew Book of Crosswords HERE: https://shop.morningbrew.com/ Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Morning Brew Crossword 03:20 - Wall Street Bonuses  09:00 - Honeywell Breakup 13:20 - Neom CEO Steps Down 17:00 - Amazon smart glasses 21:45 - Headlines  Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber stayed on top of the record-setting post-election rally.The anchors also reacted to activist investor Elliott Management taking a $5 billion stake in Honeywell, sending shares of the Dow component up sharply. Shopify President Harley Finkelstein joined the program to discuss his company's better-than-expected results, which sparked a 20% surge in its stock. Also in focus: Home Depot's earnings beat and view on the consumer, Trump transition update, all things Tesla. Squawk on the Street Disclaimer

Deal denied... again. Mechanist workers striking against Boeing (BA) rejected yet another deal from the company. American Airlines (AAL) managed to take flight following its earnings beat and raised guidance, while Southwest Airlines (LUV) avoided a proxy fight with Elliott Management. On the ground, UPS Inc. (UPS) rallied off a revenue beat for the first time in over two years. Diane King Hall breaks down the morning's biggest headlines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to share insights on the airline industry's performance and future potential during an interview with Proactive. Highlighting the rebound in airline stocks, particularly through the Jets ETF, Holmes emphasized the strong revenue growth seen across the industry. Even with recession concerns, ticket prices have remained high, suggesting sustained demand. Holmes also discussed strategic moves within the sector, such as United Airlines' stock buyback and Elliott Management's investment in Southwest Airlines, reflecting strong investor confidence. He noted that airline stocks continue to trade at a significant discount relative to the broader market, despite record travel numbers. According to Holmes, this positions the industry for potential upside in terms of both revenue and cash flow. The Jets ETF, which provides exposure to global airlines and even airports, offers investors a unique opportunity to tap into the ongoing growth of the airline industry. #proactiveinvestors #usglobalinvestorsinc #nasdaq #grow #etf #jets #travel #colombia #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

“LMEs buy time for the sponsor, but I'm increasingly seeing that that's all it really does.” Jon Weber, founder of JFW & Co., doesn't mince words regarding the effectiveness of the popular restructuring strategy. Liability management exercises leave executives with a “sword of Damocles” over their heads, failing to really fix anything and with an aftermath that remains a management distraction, Weber told Bloomberg Intelligence's Phil Brendel, in October's feature interview for the State of Distressed Debt podcast. Weber shared his perspectives, honed at Icahn Enterprises, Goldman Sachs and Elliott Management, on running effective boards and companies post-reorganization (6:30). Prior to that, BI's Noel Hebert and Phil discussed the complete dearth of distressed-debt inventory, as the distressed ratio plummeted to a 5.2% 28-month low in September. The podcast concludes with BI's Negisa Balluku joining Noel and Phil for a roundtable discussion covering J&J's latest Talc news, Hertz make-whole appeal, Audacy, Yellow, Tupperware, Telesat and what qualifies as a consensual release these days (59:00). This podcast is part of BI's FICC Focus series.

Brett Snyder recaps his trip to Dallas for Southwest Airlines' investor day, even though we already knew the news: assigned seating, expanded extra-legroom sections, and network changes, plus how Southwest is planning to improve productivity. And the big question: will all of this be enough to please Elliott Management, Southwest's activist investor?We would like to thank our sponsors, Rokt and TCG Digital.Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

David Faber, Sara Eisen and Mike Santoli began the show by discussing the market rally, getting a big boost from Chinese stocks after Beijing affirmed stimulus measures. Appaloosa's David Tepper told CNBC it's a “buy everything” moment for the Chinese market. Chip stocks also surged following Micron's big beat; CEO Micron Sanjay Mehrotra joined the hour to discuss the company's quarterly results. After the opening bells, the desk brought in Phil LeBeau to discuss Southwest's Investor Day, as the company detailed plans to fight off activist investor Elliott Management.   Squawk on the Street Disclaimer

Investors cheered Southwest's new three-year plan, unveiled by CEO Bob Jordan at today's investor day. Jordan joins to discuss the steps the airline is taking to improve profitability while fending off activist investor Elliott Management. China stocks have been sharply higher this week after the government introduced measures meant to boost businesses. But Rockefeller International Chairman Ruchir Sharma isn't so sure it will last. He shares why. Plus, Telsey analyst Joe Feldman reacts to Costco earnings.

The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who's winning?(00:21) Bill Mann and Mary Long discuss: Proposals for the US to develop a sovereign wealth fund The activist battle at Southwest Airlines Why Campbell's dropped the “soup” Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach. Check out the Range Rover Sport at www.landroverusa.com Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: SWA, DLA, CPB Host: Mary Long Guests: Bill Mann, Robert Brokamp, Dave Hatter Producer: Ricky Mulvey Engineer: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: A recent CEO of the P.F. Chang's restaurant chain has been tapped to be chief executive of financially strapped Red Lobster. Activist investor Elliott Management has laid out plans to fix Southwest Airlines. J.R. Whalen reports. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aired on August 26, 2024Doug is back from a rainy Amsterdam and Drew is recovering from the recovery after storms last week. We discuss:Horizon diversion and high minimum captains…it's not an emergency! Elliott Management demands drastic changes at Southwest.US Air Force receives Archer Midnight eVTOL aircraft. Is Addis Ababa the next Dubai of aviation?Alaska/Hawaiian merger, we good? Not so fastStaying ahead of the aircraft - listeners tell us what that means.Join the conversation! https://www.nexttripnetwork.com/

On this week's episode, Boeing's 777X test fleet is grounded after separated or cracked thrust links are found on all three aircraft. An update on the VoePass 2283 investigation. Elliott Management, the activist investor group trying to replace Southwest Airlines' board of directors and top management unveils its list of candidates for the board. There's […] The post AvTalk Episode 282: Just when everything was starting to go well appeared first on Flightradar24 Blog.

Target giving investors a positive sign on the consumer as the retailer's profits rise. Plus Activist investment firm Elliott Management having a very busy year. So with high-profile stakes in companies like Starbucks, Southwest, Etsy, and more… what changes can we expect out of these names? Fast Money Disclaimer

FiveThirtyEight founder and political prognosticator Nate Silver is out with a new book, “On the Edge: The Art of Risking Everything.” Silver discusses the margin for error in 2024 Presidential election polling, as well as the art of risk and betting on everything, from sports to elections. On the 89th anniversary of Social Security, CNBC's Sharon Epperson reports that 69% of the Americans polled by CNBC ranked social security a top issue in deciding their votes in the election, and over 70% of adults polled were concerned about the program running out. Social Security Administration Commissioner Martin O'Malley explains the program's longevity and proposed reform. Plus, the Department of Justice is considering pursuing a breakup of Google parent Alphabet, and activist investor Elliott Management is gearing up for a proxy fight at Southwest Airlines. Sharon Epperson - 11:46Martin O'Malley - 15:39Nate Silver - 25:30 In this episode:Nate Silver, @NateSilver538Sharon Epperson, @Sharon_EppersonMelissa Lee, @melissaleecnbcAndrew Ross Sorkin,@andrewrsorkinKatie Kramer,@Kramer_Katie

July's consumer inflation read not matching the tenor of the cooler wholesale inflation print. Our panel of experts discusses whether that means a 50 basis point rate cut at the next Fed meeting is off the table. But whatever track the Fed takes Morgan Stanley says rate cuts will help REITs both on  a macro level and on a fundamental one. Their head of Global Listed Real Assets lays out the names to buy now. Plus, Mars agreeing to buy Kellanova in one of the biggest deals the industry has ever seen, Elliott Management readies a proxy fight against Southwest, and we preview Macy's, Tapestry, and Alibaba earnings.

Anduril co-founder Trae Stephens talks the company's new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management.

How do you help CEOs transition out of the business? How do you project calm in a time of crisis? Can you draw on the experience of beating cancer twice as you navigate the challenges of executive leadership? Dan Haley, General Counsel and Corporate Secretary at Guild, has led a career spanning the world of local Massachusetts politics, leading legal at companies like Sprinklr, and Athenahealth, enduring cancer treatments while holding high-stress leadership positions, and becoming known as legal's most “zen” GC. Listen as Dan shares how he developed his calming professional philosophy, why he wears t-shirts to work, and how he instills and nurtures a sense of confidence in his staff during trying times. Read detailed summary: https://www.spotdraft.com/podcast/episode-50 Topics: Introduction: 0:00 Balancing cancer treatment with a high-stress job: 9:21 Building a reputation as a zen lawyer: 12:23Maintaining a positive attitude and setting a tone as a GC role: 18:05Managing CEO transitions in a time of crisis: 23:16 Enduring a hostile takeover from Elliott Management at Athenahealth: 27:31 Facilitating the CEO transition at Athenahealth: 32:52 Facilitating the CEO transition at Guild: 37:22 Book recommendations: 46:14 What you wish you'd known as a young lawyer: 50:13 Connect with us: Dan Haley - https://www.linkedin.com/in/danhaley1972/ Tyler Finn - https://www.linkedin.com/in/tylerhfinn SpotDraft - https://www.linkedin.com/company/spotdraft SpotDraft is a leading Contract Lifecycle Management platform that solves your end-to-end contract management issues. Visit https://www.spotdraft.com to learn more.

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Warren Buffett cashed in some Bank of America stock, while activist fund Elliott Management ordered up a serving of Starbucks.Today's stories:Warren Buffett's Berkshire Hathaway Gave Its Bank of America Stake A TrimActivist Fund Elliott Management Picked Up A Venti Stake In StarbucksTry Finimize Premium

Noticias Económicas y Financieras Tras una abrumadora presión de los demócratas de alto rango, el presidente Biden abandonó su intento de reelección en un importante anuncio que muchos vieron venir. Ha respaldado a la vicepresidenta Kamala Harris como nueva candidata presidencial del partido, a un mes de la Convención Nacional Demócrata y solo 100 días de las elecciones generales. Desde entonces, los presidentes estatales del Partido Demócrata han apoyado su candidatura, aunque otros demócratas destacados están pidiendo un proceso abierto para nominar a un candidato (¿posibles rivales?), mientras que otros probablemente esperarán hasta que elija a un compañero de fórmula. El Banco Popular de China se ha convertido en el último banco central en recortar las tasas de interés, una medida destinada a "fortalecer los ajustes anticíclicos para apoyar mejor a la economía real". La economía de China ha estado en dificultades últimamente, con la lectura más reciente del PIB por debajo de las estimaciones y las ventas minoristas de junio, aumentando al ritmo más lento desde diciembre de 2022. Durante el fin de semana, el país también dio a conocer planes para impulsar las finanzas de los gobiernos locales endeudados, transfiriendo más ingresos fiscales de las arcas centrales, luego del Tercer Pleno del gobernante Partido Comunista. Se espera que los ETF de Ethereum al contado (ETH-USD) comiencen a cotizar mañana, pero los operadores de criptomonedas parecen estar subestimando el impacto total de este lanzamiento tan esperado. Ether ha subido un 49% este año en medio de un repunte más amplio de las criptomonedas, pero su rendimiento ha sido pobre en relación con sus pares, según el analista sudafricano Richard Durant. Si bien la SEC aprobó los requisitos clave de los posibles emisores de ETF al contado, como BlackRock $BLK y VanEck, sus presentaciones S-1 aún no han recibido luz verde. Si se aprueba, los expertos en criptomonedas creen que el ether aumentará más del 25% y las entradas de ETF superarán los $20mil millones en los meses iniciales. Las tensiones en Oriente Medio siguen aumentando, después de que Israel llevara a cabo el sábado ataques aéreos contra un importante puerto controlado por los hutíes, en represalia al ataque con aviones no tripulados del grupo cerca de la embajada de Estados Unidos en Tel Aviv. Los aviones de guerra israelíes atacaron la ciudad portuaria de Hodeida en Yemen, que el primer ministro Bibi Netanyahu dijo que se utilizaba como punto de entrada para armas suministradas por Irán. Los hutíes prometieron tomar represalias, mientras que Estados Unidos reafirmó su "férreo compromiso" con el derecho de Israel a la legítima defensa. Los últimos ataques también pueden complicar un acuerdo de alto el fuego entre Israel y Hamás que se estaba preparando, y probablemente agraven las interrupciones actuales del transporte marítimo en el Mar Rojo.

Today's SWAPA Number is 15. That is the size of the expanded Southwest Airlines Board of Directors, Now that Rakesh Gangwal, a familiar name to those in our ranks with US Air history was added to the board.Two weeks ago, we released a SWAPA Number podcast about Elliot Investment Management's initial 12% equity position in Southwest. But it's been a busy couple of weeks with several headlines, so today, we're back in the studio with SWAPA President Casey Murray, 2nd Vice President, Hank Ketchum, as well as Economic and Financial Analysis Committee Chair, Erich Schnitzler to continue our discussions on the latest developments. If you have any feedback for us at all, please drop us a line at comm@swapa.orgFollow us online:Twitter - https://twitter.com/swapapilotsFacebook - https://www.facebook.com/swapa737

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Frankreich-Wahl war ok. Verhalten von Delivery Hero war nicht ok. Ansonsten wird viel gekauft: Bei Britvic, Carlsberg, Paramount, Eli Lilly, Morphic Holding und Grifols. KI gibt's natürlich auch. Nämlich beim Glashersteller Corning. Frankreich an der Börse. Da gibt's Luxus: LVMH (WKN: 853292), Hermès (WKN: 886670), L'Oréal (WKN: 853888), EssilorLuxottica (WKN: 863195), Kering (WKN: 851223), Pernod Ricard (WKN: 853373). Da gibt's Maut, Öl, Shopping, Hotels und Geldanlage: Vinci (WKN: 867475), TotalEnergies (WKN: 850727), Unibail-Rodamco-Westfield (WKN: A2JH5S), Accor (WKN: 860206), Amundi (WKN: A143DP). Bernard Arnault wollte Gucci kaufen. Elon Musk wollte Twitter kaufen. Elliott Management wollte Southwest Airlines kaufen. Blöd nur, wenn die Firmen das nicht wollen. Was man dann macht? Eine Giftpille! Diesen Podcast vom 09.07.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

It's been a great week for investment banking and deal-making, and we've curated the top four stories:Jefferies' bumper earnings and the factors driving the success of elite boutique banksA detailed exploration of the Poison Pill strategy, featuring Southwest Airlines' defense against activist investor Elliott Management.An in-depth analysis of SpaceX's staggering $210 billion valuation following its recent tender offer.Fresh off their NBA championship win, the Boston Celtics are now on the market for potential buyers.Essential listening for anyone thinking of applying to roles in corporate finance!*****Want to experience M&A first hand? Try our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Today's SWAPA Number is 12. That's the approximate percentage of Southwest Airlines shares that Elliott Investment Management took hold of in early June, challenging the leadership landscape of the company and bringing some uncertainty as to what the future of the airline holds.Today we're sitting down with your SWAPA executive officers, along with economics and financial analysis chair, Erich Schnitzler, to discuss what's transpired since then, address some of the questions from the membership, and set some expectations for the future given this unprecedented event.If you have any feedback for us at all, please drop us a line at comm@swapa.orgFollow us online:Twitter - https://twitter.com/swapapilotsFacebook - https://www.facebook.com/swapa737

Elliott Management amps up the activist activity, and puts Southwest's leadership and board on notice.  (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline. - Nvidia's stock split, and why this one may matter more than most. - The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market.  (17:57) Are the world's tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China's building boom is leading to an increase in homeowners without homes. Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Jason Barr Producer: Ricky Mulvey Engineers: Dan Boyd Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple showed off its long-awaited AI integration—dubbed Apple Intelligence—at the WWDC today in Cupertino. We break down all the angles you need to know. Plus, Dr. Scott Gottlieb on Eli Lilly's Alzheimer's drug getting FDA recommended and former United Airlines CEO on the road ahead for the Southwest CEO after Elliott Management revealed a stake in the airliner. Janus Henderson portfolio manager Jeremiah Buckley on how the next leg of the bull market could unfold.

Noticias Económicas y Financieras Recientemente, se han visto algunas sacudidas políticas en India, Sudáfrica y México, mientras que las cosas están empezando a cambiar también en Europa. El Primer Ministro del Reino Unido, Rishi Sunak, ha convocado elecciones generales para el 4 de julio, mientras aún se están asimilando los resultados de las elecciones al Parlamento Europeo del fin de semana. $AAPL Apple iniciará hoy su Conferencia Mundial de Desarrolladores anual con un discurso de apertura que es quizás el discurso más esperado del gigante tecnológico desde que se presentó el iPhone hace casi 17 años. Si bien el evento no suele ser un catalizador para las acciones, el hecho de que la conferencia probablemente se centre en los planes de inteligencia artificial generativa de Apple podría resultar importante para los inversores. Se prevé que una actualización de Siri basada en IA, la asociación OpenAI de Apple y nuevas funciones que permitirán a los usuarios ejecutar comandos generativos de IA en el propio iPhone serán el centro de atención. En particular, no se espera que Apple presente ningún hardware nuevo en el evento. Según se informa, Elliott Management ha acumulado una participación de casi $2B en Southwest Airlines $LUV y planea impulsar cambios, aunque se desconocen los detalles exactos. El activista, que se espera que interactúe con los altos mandos de Southwest, es uno de los mayores inversores de la aerolínea. La noticia hizo que las acciones de Southwest se dispararan un 6% en las operaciones previas a la comercialización, pero la acción ha tenido un rendimiento inferior al de sus rivales hasta la fecha, cayendo casi un 4%, en comparación con la ganancia del 25% de Delta $DAL y un aumento del 28% de United $UAL. Southwest, alguna vez considerada la aerolínea estadounidense más rentable, sufrió una pérdida mayor de lo esperado el último trimestre debido a que los gastos operativos afectaron la rentabilidad. Cinco fabricantes de automóviles japoneses han sido acusados ​​de falsificar datos de pruebas de seguridad al solicitar la certificación de ciertos modelos, en un escándalo que recuerda al Dieselgate de 2015 de Volkswagen (OTCPK:VWAGY). Toyota $TM, Honda $HMC, Mazda (OTCPK:MZDAY), Suzuki (OTCPK:SZKMY) y Yamaha (OTCPK:YAMHF) recibieron instrucciones de suspender los envíos de los modelos, lo que hizo que sus acciones cayeran la semana pasada. Japón también allanó la sede de Toyota, asestando otro golpe al fabricante de automóviles que enfrenta preocupaciones de gobernanza, así como problemas de pruebas de seguridad en su unidad Daihatsu. Si bien el Dieselgate, que violó las leyes de aire limpio de Estados Unidos, finalmente generó multas y daños por valor de $30B en todo el mundo, el escándalo actual ha alimentado llamados para una revisión de reglas demasiado estrictas. El perforador de petróleo Noble $NE comprará Diamond Offshore $DO. En respuesta a las protestas de los usuarios, Adobe $ADBE aclara nuevos términos de IA. Virgin Galactic $SPCE completa el último vuelo espacial antes del debut de Delta.

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Activist hedge fund Elliott Investment Management targeted SoftBank, while China's exporting spree might have sparked another round of tariffs.Today's stories:Activist Investor Elliott Management Wants To Whip SoftBank Into ShapeChina's Exporters Have Branched Out Beyond High-Tech Products, Risking Even More TariffsTry Finimize Premium 

It worked the first time -- Elliott Management might be hoping the playbook works again. It's now rebuilding a more than $2 billion stake in Softbank and calling for a $15B buyback after pushing successfully for changes in early 2020. At the center of the push is that Softbank as a whole's market value is far less than the sum of its parts: its 90% stake in Arm alone is worth more than $100 billion, far more than its market cap of around $85 billion.   

Sometimes, great isn't good enough. (00:21) Jason Moser and Mary Long discuss T-Mobile's latest purchase and why Elliott Management has beef with a company that's trading at all-time highs. Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company. Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB Host: Mary Long Guests: Jason Moser, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Pryzlepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber kicked off a holiday-shortened week with a look at tech sector momentum and the Nasdaq trading at all-time highs. Nvidia surged to new record highs on the heels of news out of Elon Musk's xAI: The OpenAI rival said it raised $6 billion in its latest fundraising round.Also in focus: Proxy advisor Glass Lewis urges Tesla shareholders to reject Musk's massive pay package, Apple gets positive iPhone news out of China, David reports activist investor Elliott Management has taken a $2.5 billionstake in Texas Instruments, holiday box office weakness, a “taxing” day for DraftKings, Jensen Huang's first pitch.  Squawk on the Street Disclaimer

Capricorn's (CMM) ‘record' half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-trade in Yancoal (YAL) stock.As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first drums at Honeymoon.Lastly, we delved into a range of things that have caught our eye from Elliott Management getting into mining investments, to short positions in AZS, MIN & 29M as well as growing steel production out of India and South East Asia, amongst other topics we touch on.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement serviceshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au(0:00:00)Introduction(0:01:04)How to VRIFY a mine(0:03:58)Why there's more to CMM's 'record' result than meets than eye(0:13:47)Pay attention to the $200m block trade in YAL(0:22:35)MIN look to bed down Bald Hill tax claims(0:25:26)Boss energy weeks from first uranium production(0:32:02)What else is catching our eye: Shorts, Commodity prices, & new investors 

Vodafone Business, in partnership with the Irish Rugby team, is offering a unique opportunity for your business to shine on the big screen. Get a chance to feature your business on the LED screens at the Aviva Stadium during the highly anticipated Ireland vs Scotland match on March 16th. But that's not all – entering the competition also gives you a chance to win tickets to watch the match live, a perfect occasion to possibly see Ireland clinch a Grand Slam victory!Sign Up Now: https://n.vodafone.ie/business/rugby-advertising-competition.htmlWelcome to episode #196 of Stock Club by MyWallStIn today's episode, Emmet Savage and Mike unpack the shifts in the tech and finance world, beginning with Facebook's remarkable stock ascent and the strategic intricacies of Elliott Management's involvement with Etsy.They also unravel the potential impact of WhatsApp's revenue strategies and delve into Core & Main's crucial role in upgrading America's water infrastructure. Emmet and Mike share their foresight on the tech and financial sectors, predicting trends and opportunities that could define the coming years, so make sure you watch till the end!Loved the insights? Support us with a 5-star rating on Spotify and share your thoughts with a review on Apple Podcasts.Introducing Nexus, the upcoming addition to the MyWallSt Product Suite. Sign up now to be the first to learn about our groundbreaking AI-powered stock picking service. We've harnessed state-of-the-art AI, advanced segmentation, and the expertise of seasoned investors to identify game-changing investment opportunities worldwide.Sign Up Now

The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elliott Management taking a big stake in Match Group - $AMZN Layoffs and new technology development - Ryan's group of underfollowed wide moat businesses - Boeing's new 737 Max debacle with Alaska Air ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured  Follow us on Twitter/X: https://twitter.com/chitchatmoney  Follow us on Substack: https://chitchatmoney.substack.com/  ********************************************************************* Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: ⁠https://public.com/chitchatmoney⁠ *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at ⁠https://public.com/disclosures/high-yield-account⁠ ********************************************************************* Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Plus: United Airlines and Alaska Airlines discover additional loose parts on their Boeing 737 MAX 9 jets. And activist investor Elliott Management plans to push for changes at Tinder owner Match. Luke Vargas hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you imagine losing an entire industry and seeing nearly a trillion dollars walk out of your state? That's the unfathomable reality for New York and California. Through the lens of our in-depth analysis, we'll expose how companies like Elliott Management, Alliance Bernstein, and Charles Schwab have uprooted from these states, taking with them valuable jobs and tax revenue. We've studied Bloomberg's corporate filings of over 17,000 firms since the end of 2019 and we're diving deep into the global pandemic's impact, the surge in remote work, and the allure of lower-tax states. We'll also call out the irony of politicians and celebrities who condemn these moves while quietly doing the same. In a surprising twist, the number of tattoo parlors and microbreweries in a city are now significant factors influencing where businesses relocate. Wondering how that works and why Portland, the city with a high count of both, is being touted as the coolest city in the U.S.? We'll explain this and much more, including the consequences of the major business exodus from places like New York and California. What does it mean for cities like Portland? What does the future hold for these cities and how will they support an influx of new businesses? Prepare for a provocative conversation that will challenge your preconceptions and reveal the fascinating motivations driving these massive shifts.Support the show

Carl Quintanilla, Jim Cramer and David Faber led off the show with First Citizens Bank shares surging after the company agreed to acquire the assets, deposits and loans of failed Silicon Valley Bank. News of the deal tempered concerns about banking turmoil and gave a boost to regional bank stocks. Which regionals are worth buying now? Also in focus: Salesforce avoids a proxy fight with activist investor Elliott Management, the "AI effect" on mega-cap tech stocks, Apple CEO Tim Cook visits China, Caterpillar gets slapped with an "Underperform" rating, "Overweight"-ing Tesla and an upgrade to "Buy" for Pinterest. Squawk on the Street Disclaimer

On the first trading day of March, Carl Quintanilla, Jim Cramer and David Faber discussed rising rates and whether the bulls can rebound from a negative February for stocks. The anchors also took a closer look at Tesla and what to expect from Elon Musk Wednesday at the company's investor day. Breaking news from David: Sources tell him that activist investor Elliott Management has nominated a slate of directors to Salesforce's board. Also in focus: The AI race and ChatGPT, market reaction to earnings from retailers including Lowe's and Kohl's, Lilly to slash prices of its insulin drugs, plus new “Fedspeak” on interest rates from Minneapolis Fed President Neel Kashkari.

Tonight, Drama and Dee discuss the layoff severance packages promised by tech giants like Google, Microsoft, and Amazon. They also touch on the recent trend of individual investors doubling down on Tesla stock, and the big stake taken by Elliott Management in Salesforce. Lastly, they mention the recent discovery of a $42 Professional Plan with perks for ChatGPT users, and the latest development in the Elizabeth Holmes case, where prosecutors say she made an attempt to flee the country after her conviction. - written by ChatGPT Timeline of What Was Discussed: Small head, BIG hat. (1:58)  RIP Short Story Long? (7:33)  We are on a wave of layoffs. (13:46)  The Tesla owner has pride. (31:00)  Elliott Management's exertion of power. (38:23)  ChatGPT has a long way to go. (45:35)  Elizabeth “Sherlock” Holmes. (51:41)  People are NUTS! (55:09)  Related Links/Products Mentioned  Here are the layoff severance packages Google, Microsoft, Amazon and other tech giants have promised  Boston Dynamics showcases humanoid robot in mock construction site  Individual investors have been doubling down on Tesla stock - Gunjan Banerji on Twitter  Elliott Management Takes Big Stake in Salesforce  ChatGPT users spot $42 Professional Plan with perks  Elizabeth Holmes made an ‘attempt to flee the country' after her conviction, prosecutors say  10 dead, 10 wounded in mass shooting in Monterey Park, California  Chatty Kathy Club  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Activist Elliott Management said to take a large stake in Salesforce (CRM) - WSJ. Spotify (SPOT) plans dismissal of staff as soon as this week to cut costs. Abbott (ABT) under DOJ criminal probe over behavior at Michigan baby formula plant.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha's analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow links:Catalyst watch: Tesla reverberations, Intel earnings, Rocket Lab launch and Macau stocks on holidayFormer FTX US head raises $5M from Coinbase, Circle to build out new crypto ventureGM and LG cancel plans for fourth US plant Proterra to cut 300 jobs as it consolidates manufacturing plantsSpotify Techology S.A. (SPOT)