Podcasts about morgan stanley ceo james gorman

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Best podcasts about morgan stanley ceo james gorman

Latest podcast episodes about morgan stanley ceo james gorman

Squawk on the Street
Walmart Slides Despite Q3 Beat, The Cisco Skid, Biden-Xi Summit Takeaways 11/16/23

Squawk on the Street

Play Episode Listen Later Nov 16, 2023 43:52


Carl Quintanilla, Jim Cramer and David Faber led off the show with retail earnings and the consumer: Walmart shares fell after the company raised full-year guidance that ended up short of analyst consensus, overshadowing a Q3 beat. The anchors explored the similarities and differences between Walmart and Target – and what they mean for investors. Carl, Jim and David also reacted to Cisco shares tumbling after the Dow component cut its full-year revenue outlook. Also in focus: The summit meeting between Presidents Biden and Xi, the Chinese president's message to American CEOs, earnings winners and losers including Palo Alto Networks, Alibaba and Macy's, Morgan Stanley CEO James Gorman on inflation. Squawk on the Street Disclaimer

joe biden chinese target walmart summit takeaways cisco xi alibaba slides dow skid jim cramer palo alto networks squawk david faber american ceos morgan stanley ceo james gorman carl quintanilla presidents biden biden xi
P&L With Paul Sweeney and Lisa Abramowicz
GDP, UAW, Morgan Stanley, and UPS

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 26, 2023 56:43 Transcription Available


Vince Cignarella, macro strategist with Bloomberg News, joins to discuss markets and eco outlook post 3Q GDP. Keith Naughton, reporter with Bloomberg News in Detroit, joins to discuss the latest on the UAW Strike. Bloomberg's Sonali Basak interviews Morgan Stanley CEO James Gorman and CEO-to-be Ted Pick. Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss the latest on Mike Johnson being elected House Speaker and a potential government shutdown. Lee Klaskow, Senior Transportation and Logistics Analyst with Bloomberg Intelligence, breaks down UPS earnings. Max Chafkin, columnist with Bloomberg Businessweek, discusses Sam Bankman-Fried testifying in the FTX fraud trial. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg Talks
James Gorman Talks Succession, Q2, Headcount

Bloomberg Talks

Play Episode Listen Later Jul 18, 2023 15:56 Transcription Available


Morgan Stanley CEO James Gorman discusses the firm's plans to replace him when he steps down, second-quarter results, and staffing plans. He speaks with Bloomberg's Sonali BasakSee omnystudio.com/listener for privacy information.

bloomberg succession headcount james gorman morgan stanley ceo james gorman
Bloomberg Businessweek
Flying the Private Skies

Bloomberg Businessweek

Play Episode Listen Later May 19, 2023 37:28 Transcription Available


Janine Iannarelli, Founder and President of Par Avion, discusses the challenges facing business air travel. Sri Natarajan, Senior Finance Reporter and Sonali Basak, Bloomberg Wall Street Reporter, talk about Morgan Stanley CEO James Gorman's decision to step down. Sam Potter, Bloomberg Senior Editor and ETF Czar, talks banks and the latest on imitation quant trades. And we Drive to the Close with John Porter, CIO of Equities at Newton Investment Management. Hosts: Carol Massar and Matt Miller. Producer: Sara Livezey.See omnystudio.com/listener for privacy information.

founders president drive private flying cio skies matt miller equities john porter par avion sonali basak morgan stanley ceo james gorman janine iannarelli
P&L With Paul Sweeney and Lisa Abramowicz
James Gorman, Debt Ceiling and the Equity Rally (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 19, 2023 56:45


Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Morgan Stanley CEO James Gorman stepping down within the next 12 months. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg News, also joins to discuss debt and the incoming credit crunch. Laura Modi, CEO at Bobbie, talks about baby formula prices and the continued crisis. Monica Defend, Head of Amundi Institute, joins to discuss the outlook for Euro economies if the US enters a recession due to the debt ceiling dilemma. Billy House, Congressional reporter with Bloomberg News, and markets correspondent Abigail Doolittle also join to talk about debt ceiling breakdowns and the market reaction, as does Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey. John Authers with Bloomberg Opinion also gives his perspective. Andres Fajardo, CEO at Clever Leaves, discusses cannabis investments and outlook for the cannabis market. Hosted by Paul Sweeney, Sonali Basak, and John Tucker.See omnystudio.com/listener for privacy information.

ceo head equity euro rally congressional debt ceiling bloomberg news bloomberg opinion bloomberg intelligence john tucker james gorman alison williams paul sweeney john authers sonali basak billy house morgan stanley ceo james gorman laura modi
Bloomberg Businessweek
Flying the Private Skies

Bloomberg Businessweek

Play Episode Listen Later May 19, 2023 37:28


Janine Iannarelli, Founder and President of Par Avion, discusses the challenges facing business air travel. Sri Natarajan, Senior Finance Reporter and Sonali Basak, Bloomberg Wall Street Reporter, talk about Morgan Stanley CEO James Gorman's decision to step down. Sam Potter, Bloomberg Senior Editor and ETF Czar, talks banks and the latest on imitation quant trades. And we Drive to the Close with John Porter, CIO of Equities at Newton Investment Management. Hosts: Carol Massar and Matt Miller. Producer: Sara Livezey.See omnystudio.com/listener for privacy information.

founders president drive private flying cio skies matt miller equities john porter par avion sonali basak morgan stanley ceo james gorman janine iannarelli
Squawk Box Europe Express
SQUAWK BOX, FRIDAY 30TH SEPTEMBER, 2022

Squawk Box Europe Express

Play Episode Listen Later Sep 30, 2022 31:15


The S&P 500 slumps to a new low for this year, weighed down by Apple's broad declines. U.S. markets are set for the third consecutive negative quarter. However, Morgan Stanley CEO James Gorman tells our U.S. colleagues that he sees no signs of panic from investors. UK PM Liz Truss and Chancellor Kwasi Kwarteng are to have and emergency meeting with the OBR but Downing Street insists its mini-budget tax cuts are essential. Chinese manufacturing shows signs of recovery but the Caixin survey shows that services are struggling from a sharp slowdown. And in energy news, Germany outlines a €200bn package to shield consumers from soaring gas prices. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk on the Street
End of September and Q3: Bulls Say "Good Riddance," Nike Slumps and An Exclusive With Micron's CEO. 9/30/22

Squawk on the Street

Play Episode Listen Later Sep 30, 2022 45:57


Carl Quintanilla, Jim Cramer and David Faber keep an eye on "Fedspeak" on the final trading day of a rough September and third quarter for the broader market. The anchors reacted to Morgan Stanley CEO James Gorman telling CNBC he's "not seeing panic." Earnings also in the spotlight: Nike shares tumble despite a quarterly beat, with margins being pressured amid excess inventory and a stronger dollar. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the chipmaker's quarterly results and why it sees tougher times ahead. Also in focus: Guidance and losses send Carnival shares toward 30-year lows, SPAC dreams die and Meta's hiring freeze -- what's next for the stock?

Mad Money w/ Jim Cramer
What The Fed Wans, Morgan Stanley CEO & Used Car Stocks 9/29/22

Mad Money w/ Jim Cramer

Play Episode Listen Later Sep 29, 2022 44:39


The Dow finished down more than 400 points, with the S&P hitting a fresh closing low for 2022, and Jim Cramer is helping investors navigate the market as it falls deeper into bear territory. First, with the Fed driving the action in stocks, Cramer's sharing what the Fed is looking for in the fight against inflation and how the market might react if the Fed isn't seeing it. Then, in a two-part interview, Morgan Stanley CEO James Gorman sits down with Cramer to talk about the Fed and rate hikes, building wealth, crypto, Morgan Stanley's acquisitions and more. Plus, Carmax plummeted 25% off disappointing earnings - Cramer's looking closer at the used car space to see if the cooling market could be good news on the inflation front.

Squawk Box Europe Express
SQUAWK BOX, TUESDAY 14TH JUNE, 2022

Squawk Box Europe Express

Play Episode Listen Later Jun 14, 2022 27:49


The S&P 500 plunges into bear market territory while the 10-year Treasury yield spikes to decade highs. Goldman Sachs and JP Morgan adjust their outlooks ahead of an expected 75-bps rate hike while the CME puts the odds of such a Fed move at more than 95 per cent. Morgan Stanley CEO James Gorman believes the chance of a U.S. recession now stands at 50-50. And in crypto news, Bitcoin sinks to below $21,000 as frozen withdrawals spook investors, wiping out more than $200bn from the market since Friday's session. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Pod
Musk's Stock Sales; Pfizer's Covid Pill; Slack and the Newest Normal

Squawk Pod

Play Episode Listen Later Dec 14, 2021 26:31


As the specter of omicron looms large over the festive season, governments around the world are desperately trying to deploy Covid-19 booster shots in order to bolster people's protection against the more transmissible variant. Meanwhile, Pfizer is working on the first antiviral Covid-19 pill. CNBC's Meg Tirrell broke down the final analysis of Pfizer's Covid-19 pill that showed a near 90% efficacy in preventing hospitalizations and deaths in high-risk patients. Companies from Lyft to Ford have had to delay and reassess return-to-office plans in recent weeks. Morgan Stanley CEO James Gorman walked back an edict that employees should be back at the office by now and issued a new forecast for how long companies would delay the return. Slack CEO Stewart Butterfield also discussed the future of work, the metaverse and the company's merger with Salesforce. Plus, Apple's march to $3 Trillion and Elon Musk – on the tweets and on Time's 2021 Person of the Year.In this episode:Stewart Butterfield, @stewartMeg Tirrell, @megtirrellJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKlaire Odumody, @klairemarie

1號課堂
EP35|美國眾議院提出了遏止高科技業者壟斷的5項新法案,這些Big Tech將何去何從?隨著疫情趨緩,疫後的上班方式會有什麼變化?

1號課堂

Play Episode Listen Later Jun 22, 2021 19:58


一週財經聚焦 一、6月11日,美國眾議院提出了5項新法案,旨在避免大型科技業者形成壟斷,妨礙市場競爭。這被視為是美國國會史上針對科技業者所祭出的最大行動,Google、Apple、FACEBOOK與Amazon等Big Tech,又將何去何從? 國際媒體相關報導 ●CNN:〈House Democrats are prepping 5 antitrust bills to take on Big Tech〉(眾議院針對大型科技公司,正推動五項反壟斷法案) ●The Wall Street Journal華爾街日報:〈New York Senate Passes Antitrust Bill Targeting Tech Giants〉(眾議院通過反壟斷法,瞄準科技巨頭) ●CNBC:〈Lina Khan, progressive tech critic, sworn in as FTC chair〉(激進的科技批評者Lina Khan,宣誓擔任美國聯邦貿易委員會(FTC)主席) 分析解讀 這個世界匪夷所思的事情越來越多,Millions已經是大錢,現在的科技巨頭動輒就是幾個Billions的估值,已經夠嚇人了,而現在更是出現了超過Trillions的「Big 5」。這種富可敵國的現象,當然讓所有人越來越芒刺在背。加上疫情催化下的大政府與社會主義傾向,終於讓大家把矛頭指向這些科技巨頭。 事實上,這幾年無論美國政府或者歐盟,都透露了對科技巨頭獨霸一方的憂慮,政府正計畫進行調查,或推出相應的制衡措施。科技巨頭的各項服務緊緊圍繞著你我的生活,這雖然成為人們疫情下的重要支柱,但抬頭看見它們越飛越高、直入太空的估值,當然讓外界對他們的不信任感就變得越重。 你想想,Apple、Microsoft、Amazon、Google母公司Alphabet、Facebook、Tesla和NVIDIA,這七大美國科技巨頭,在2020年全球新冠疫情及廣泛經濟危機之下,總市值竟然增加了3.4兆美元。這是什麼概念? 在疫情爆發的2020年,全球諸多產業受到大大小小衝擊,但對於產品與服務遍佈全球的美國大型科技公司而言,並未停滯不前,甚至度過了豐收的一年。截至五月,Apple以公司市值逾 2.2兆美元,超越MSFT(1.9 兆美元)、Amazon(1.76 兆美元)、Alphabet(1.6 兆美元)等全球任何一家公司。 但中國的科技巨頭,更早就因為反壟斷的風吹草動紛紛下跌。五月份,阿里巴巴和騰訊等10家領先 IT 和高科技公司的總市值,較2月份的高峰下跌超過8000億美元(2.2兆台幣),平均跌幅接近 30%。代表各國政府確實開始居高思危,警覺到科技巨頭確實可能帶來前所未見的風險。 回到美國眾議院的這五項反壟斷法案,雖然相關法案仍須由眾議院表決通過,並且獲得參議院批准,才能由美國總統正式簽署公告為正式法令,因此仍未有正式效力;而不少支持大型科技業者的團體也開始表示反對,認為相關法案若批准執行,不僅將造成業者提供的服務受限,同時也可能使美國科技失去競爭優勢。 但6月15日,知名反壟斷學者Lina Khan宣誓就任美國聯邦貿易委員會(FTC)主席,代表強硬立場的改革派已經掌握了話語權,再也不可能回頭了。 現年32歲的Lina Khan是哥倫比亞法學院教授,她同時也是眾議院司法委員會反壟斷小組的成員,曾協助撰寫一份大規模的反壟斷報告,指控Google、Apple、FACEBOOK與Amazon等四大科技巨頭濫用市場主導地位。 回到眾議院提出五項措施中,包含大型科技業者若擁有大規模平臺時,將不能同時擁有平臺經營或控制權。而相關法案中對於大型科技業者的定義,分別為市值達6000億美元以上,同時每月擁有50萬名以上活躍用戶與關鍵交易對象的業者,因此幾乎可將眾議院提出法案,認定為針對Google、蘋果、Facebook、亞馬遜等科技業者所設。 不過,雖然微軟目前市值規模也逼近2兆美元,同時也擁有Windows作業系統營造的龐大市場生態,卻未被眾議院特別盯上,原因可能是微軟與各個OEM業者一同擴大市場生態,有「利他」的角色。 市場看法認為,若眾議院提出法案獲得支持,並且批准成為正式法令,勢必將改變大型科技業者發展模式,但同時也會改變使用者過往習慣的服務方式。例如亞馬遜將無法再提供Prime會員服務;而Google也將無法透過平臺優勢,讓使用者快速尋找附近較受歡迎的餐廳店家;Apple也可能無法在作業系統內提供預裝更新服務等。 無獨有偶,6月12日日本政府也宣佈了對Apple和Google進行反壟斷的調查。而就在前不久,歐盟和英國也對四大科技巨頭發起了多輪調查和處罰。 一時間,全球最顯赫的科技四巨頭,竟然陷入了人人喊打的地步。 五項法案如下,我簡單介紹如下: 1. 美國選擇與創新線上法案 (American Choice and Innovation Online Act): 避免科技平臺讓自家產品和服務,享有「沒有競爭對手」的優勢。 2. 終止平臺壟斷法案 (Ending Platform Monopolies Act): 反對任何一家科技巨頭在某個領域造成壟斷。 3. 平臺競爭和機會法案 (Platform Competition and Opportunity Act): 避免具獨佔優勢的平臺收購其他構成「競爭威脅」的對手公司。國會議員先前曾對臉書積極併購競爭對手提出質疑。 4. 啟用服務交換法 (Augmenting Compatibility and Competition by Enabling Service Switching Act of 2021,ACCESS): 允許使用者建立資料可攜權和相容性。例如讓使用者更容易把自己的數據帶到其他平臺,或讓商家把客戶評論導入其他平臺。 5. 併購申報費用現代化法案 (Merger Filing Fee Modernization Act of 2021): 提高企業向政府申請審議併購交易的費用,為美國司法部和聯邦貿易委員會 (FTC) 執行反壟斷法募集更多資金。 認真說起來,疫情還是催生這些動作的始作俑者。但隨著科技行業走出疫情陰霾,重新步入繁榮,人們也發現,這些科技巨頭似乎並沒有與全社會共用財富。事實上,科技行業的再度繁榮,反而令知識經濟與美國其他行業進一步拉大差距,尤其是原本就數位化程度不高,甚至在疫情前瀕臨破產的零售企業。 回顧過去一年的情況,不難看出這種差異。在科技行業全面享受繁榮的同時,其他行業卻普遍受挫: - 低收入就業人數較疫情前減少20%。 - 接近三分之一的低收入勞動者,支付房租和貸款。 - 約有2600萬成年人經常面臨溫飽問題。 跟據以往的經驗,各國政府要拉近貧富差距,做法不外乎透過某種方式加稅,或是針對富人增加稅收。 還有一種做法,是影響整個行業的變化。由於民粹主義者對亞馬遜、Facebook和Google等科技公司的崛起感到不滿,催生了所謂的「反科技浪潮」,為今年的反壟斷訴訟奠定了基礎。其中一項可能的措施是對規模最大的科技公司進行分拆,這無疑是赤裸裸地剝奪科技巨頭的巨額財富,所以必然遭到科技公司的奮起反抗。 隨著新年的到來,似乎是時候思考該如何解決美國社會的這種深層的割裂了。 儘管兩黨對於如何解決科技巨頭帶來的市場壟斷持不同的立場,但雙方都認為,這些企業在市場上擁有過多權力,需要採取進一步的限制措施。而拜登當選後,在企業所得稅、美中貿易戰,以及工作簽證的政策,又會對美國科技業造成什麼影響? 美國耶魯大學競爭經濟學教授菲奧娜.莫頓(Fiona S. Morton)就表示:「 I think the good times for Silicon Valley are over. We are headed toward some more oversight and regulation. 」 (我認為矽谷的美好時光已不在,未來將面臨更多監督以及政策的挑戰。) 她進一步指出,未來一年,矽谷科技巨擘將面臨前所未有的反托拉斯調查,而民眾日益提高的社交媒體資安意識,也將對矽谷科技業的發展和創新,增加不確定的因素。 而近期美中貿易戰的延燒,則讓矽谷科技公司進入中國市場的大門愈來愈窄,也造成資金和人才流通的阻礙。另外,稅制的調整、失業率的遏止、移民工作簽證和疫情的控制,這些變數也是選後的焦點,並和矽谷有著密切關係。以下我從幾個主要政策面,分析這些變數對矽谷科技業趨勢的影響。 1.反壟斷調查,好壞見仁見智。 反托拉斯的精神,其實是鼓勵創造極大化的價值之後,再藉由打破這個價值產生創新的循環;從長遠角度來看,有破壞才有建設。 我在創投圈的朋友則認為,反壟斷調查會迫使大型科技公司調整現有的併購策略,這將危及許多新創公司和創投公司的「退場機制」──被上市櫃公司合併或收購而快速獲利的模式。從較長遠的角度來看,將對資本的流動性造成災難性的影響,而這正是過去半世紀以來維持矽谷奇蹟的重要動能之一。 此外,拜登當選後很可能將企業所得稅提高至 28%,不但將衝擊矽谷的主要科技股,且造成企業支出的額外負擔,這將影響資本市場的募資能力,對於矽谷的創新是不利的。 2.美中貿易戰,衝擊矽穀新創圈。 為期超過兩年的美中貿易戰,已讓矽谷許多科技大廠包括蘋果、微軟、亞馬遜、惠普等將生產線遷出中國,雖能取得較優惠的關稅,但面臨籌備資金、尋找合適的供應商、面臨新物流程式的挑戰等問題,短期內勢必將提高企業成本。 由於於美國對中國的投資審查趨嚴,對中國創投(VC)的投資諸多設限,使得中國對美國新創公司的投資金額在這兩年大幅下滑。 3.H-1B工作簽證,新規影響矽谷新創圈 多年來,矽谷的科技公司一直高度依賴 H-1B 非移民工作簽證,從世界各地引進優秀的技術人才,而簽證規定愈趨嚴格,將影響全球優秀人才的挹注。 總的來說,在接下來一年中,矽谷大型科技公司將面臨更嚴峻的反壟斷調查,而新創公司則需面對人才資金鏈的短缺。不變的是,針對新提出的新政策,矽穀科技公司仍會透過遊說等方式,以期減少與國際客戶貿易間的障礙。 我對這個問題有甚麼想法呢? 我覺得,科技公司確實有一定的問題,如果你也是大型科技公司的追隨者,為了避免大跌,應該特別關注體現當今繁榮的股價、公司管理和自負的老闆。金融風險的一個領域,是蓬勃發展的高收益債券市場,其承銷標準有所下降。 還有一個原因,是任何帶有科技氣息的東西常常能歷久不衰。由 covid-19 引起的衰退,對全球經濟是沈重的打擊,但疫情的一個副作用是推升了金融市場的估值,放大已經前所未有的牛市。 各種各樣的罪過,從可疑的會計到專橫的管理行為,在繁榮之後往往會被發現。正如巴菲特的名言,「只有當潮水退去,你才能看到誰在裸泳。」 另一個要特別關注科技公司的原因,是創投的充足資金,急需回報的投資者一直在向估值高但前景遠未得到證實的企業投入資金。儘管累計虧損 130 億美元,但中國滴滴出行還能以超過1000億美元的估值成功在美國上市,更別說前陣子「特殊目的收購公司」(或稱 SPACs)的熱潮。 此外,由於增加了投票權,許多新創企業的老闆都擁有獨大的控股權,這些企業家往往對自己的能力和與之相匹配的財富,抱有彌賽亞式的信心。控制力、財富和自信的令人興奮的毒藥,可以讓老闆們拋開所有批評,將規則視為他人的事情。 以上種種,都是科技企業潛在的危機。 二,6月14日,隨著美國紐約新冠疫苗接種率上升以及疫情趨緩,Morgan Stanley的CEO James Gorman要求紐約市員工9月開始回辦公室上班。疫情過後的上班情況會怎麼改變?對企業主、員工都有什麼影響? 國際媒體相關報導 ●Harvard Business Review哈佛商業評論:〈Figure Out the Right Hybrid Work Strategy for Your Company〉(找出對你的企業最好的混合形態工作方式) ●Economist經濟學人:〈How to pick the best days to work from home〉(如何選擇居家辦公的日子) ●The Wall Street Journal華爾街日報:〈Bosses still aren't sure remote workers have “Hustle”〉(老闆們仍然不確定,遠程工作者是否更有效率) 分析解讀 摩根斯坦利的CEO James Gorman在會議上說,鑒於紐約市約70%成年人已接種新冠疫苗,感染率降至較低水準,「如果你能夠去紐約市的餐館(就餐),你就能來辦公室」。 事實上,隨著華爾街重返辦公室的步伐加快,高盛集團(Goldman Sachs Group)高階主管早已制定計畫,要求在美國和英國的員工,六月就得回辦公室上班,加快金融業回歸疫情期前正常工作狀態的步伐。同業或其他產業的公司可能跟進。 此外,摩根大通執行長Jamie Dimon也計畫讓員工從7月初開始,輪流回辦公室工作。 在新冠疫情爆發以前,很少有老闆們想過讓員工在家工作是可行的,然而隨著防疫的「不得不」,已經實行在家工作超過一年的企業,紛紛計劃在疫情結束後給予員工更彈性的工作型態,增加一週可以在家工作的天數。 然而,並不是所有老闆都這樣想,許多老闆仍然認為,在家工作的員工忠誠度不如每天坐在辦公室的員工們。這些評論仍反應出許多老闆的真實心聲,而且也點出,在同事回到辦公室後,選擇繼續在家工作的員工,是否必須承受更多來自老闆和同儕的壓力? 即使像臉書和推特這樣的科技巨頭,提供了員工全職在家工作的選擇,這樣的企業跟產業模式畢竟是少數,也因此,「混合模式」是目前歐美許多公司正在嘗試的新轉型,讓員工可以選擇一週內有幾天在家上班,另外幾天進辦公室工作。 資訊顧問公司Gartner 進行的研究顯示,有75%全職在家工作者跟70%採用「混合模式」的工作者表示,他們團隊可以不斷調整工作模式,達到高效率,在家工作也讓他們更願意接受新想法跟挑戰;而每天進公司的工作者,只有64%認為他們可以做到隨時調整(工作模式)。 新進員工跟認為自己屬於「外向型人格」的員工,顯然比較喜歡進辦公室的日子,認為可以「學習更多」,或有更多跟同事互動的機會。 不喜歡讓員工在家工作的老闆,可能將面對沒想像過的難題。 安永會計事務所 (Ernst & Young) 對16000名員工進行調查,發現高達9成的員工表示,希望在疫情結束後仍能自由選擇上班的時間跟地點。超過一半的員工表示,如果這種彈性被取消,他們就會考慮辭職。 同是四大會計事務所之一的普華永道 (PwC) 訪問了1500名員工,發現將近25%的員工考慮搬家到離辦公室較遠的地方,12%的人甚至早就搬了。 萬一可以彈性在家工作,誰有權選擇上班的時間跟地點?該怎麼選擇呢? 《哈佛商業評論》過去一年來,每個月調查超過3萬名美國員工,結果顯示,其中32%的受訪者表示他們再也不想回辦公室上班,這些員工通常有小孩,住在郊區,覺得長時間通勤痛苦又浪費時間。而天秤另一端則有21%的員工表示,只想趕快回辦公室,這樣想的通常是年輕的單身員工,或小孩全都離家的空巢期高齡者。 基於這樣的調查結果,讓員工自己做決定好像最適合。然而,讓員工自己選擇的後果,暗藏了兩大隱憂。 首先,「混合式上班」第一個隱憂是,當一部份員工在家,另一部份員工在公司時,管理團隊將變得非常困難。 舉例來說,在家工作的員工可以看到坐在辦公室的員工之間的眼神交換、竊竊私語等,但是無法掌握到底發生了什麼事,沒有參與感。 此外,開完會後若有馬上要進行的工作,主管可能會傾向讓在辦公室的員工處理,畢竟可以直接看到結果,溝通也更方便,長期下來主管可能會更依賴來辦公室上班的員工,降低對在家上班的員工的信賴。而在辦公室的員工可能也會心生不滿,認為在家工作的員工比較輕鬆。 第二個隱憂,則是團隊的分化。 如果讓員工自由選擇在家工作的時間,可能來辦公室的都是單身男性員工,有小孩的女性員工則大多選擇待在家中,最後既造成刻板印象的擴大,也影響在家工作的女性員工升遷加薪的機會,因為公司長官總是感覺「看不到這些人」。 因此《哈佛商業評論》提出以下建議: 1,由經理安排大家在家工作的時間 (可保留和員工商量的彈性)。 2,盡量減少新進員工第一年在家工作的時間,以更快熟悉公司環境,增加跟同事互動的機會。 3,公司也應確保需要密集合作的團隊,每週至少有兩天進辦公室。 然而彈性進辦公室的政策,對許多企業來說仍是新的挑戰,需要由高層設想完善的規劃,搭配階段性的試驗跟修正,才有可能讓在家工作變成一種健康普及的職場文化,既不會為公司帶來損失,也不會讓在家工作者失去職場競爭力,或者背負過大的長官與同儕壓力。 這次疫情才開始嘗試讓員工在家工作的台灣企業,也可以把危機當成轉機,思考並調整未來彈性工作的機會與可能性。 但要將一般工作模式轉換成WFH,並非各行各業都適合,例如醫護、製造、交通運輸等領域,許多人受限於職業特性,要享受遠距工作帶來的自由與靈活性幾乎不可能,因此每天仍得冒著感染風險上班。 隨著近年來高速網路普及化與各式遠距溝通工具的創新,工作的時間、位置都變得越來越有彈性,然而實際選擇進行遠距辦公的上班族仍是相對少數。根據美國新聞網Axios與法國市調公司Ipsos,去年3月對1355位美國民眾做的調查,以社經地位區分,歐美疫情爆發後維持正常工作的比例,從17%到29%都有,但低社經族群僅有3%,在疫情期間能在家工作,反觀中高階社經地位族群,卻有48%的人能在家工作,顯示社經地位差異影響了疫情期間的工作型態。 另外,根據美國民調機構Pew Center去年10月的調查,在美國九大行業別的分類中,能夠WFH比例最高的是銀行、金融、不動產、會計,以及資訊科技產業;WFH比例最低的類別則是醫護、社工、服務業、製造業、零售、交通運輸等。 麥肯錫全球研究所 (McKinsey Global Institute)也發表了一份研究後疫情時代工作趨勢的報告,將工作以「接觸人群程度」為原則重新分類,以美國、中國、法國、英國、德國、印度、日本、西班牙等八個國家的勞工市場為研究對象,這8個國家擁有全球近半的人口數,佔了全球GDP的62%,探討了疫情帶來的轉變與未來趨勢。 1.愈需要接觸人群的職業 疫情結束後轉變愈大 包括第一線服務人員,如商店、銀行、郵局人員等,需要密切接觸陌生人的職位,迫於疫情和消費者行為的改變,就算疫情結束,未來轉成線上工作的能性非常高;旅館與餐廳的人力需求將減少,因為企業未來跨國出差會減少,外送與網購的機會越來越多。 以電腦為主的辦公室工作,例如醫院、法院、工廠的行政人員等,將大量轉為遠距工作;建築、營造、農業以及畜牧業等領域則不會有太大的變化,因為此類工作地點幾乎都在開放的戶外,也很少有近距離與他人接觸的機會。 2.在家工作跟線上會議,將持續 一旦遠距工作模式被保留,將改變全球企業的地緣分佈,許多企業會把辦公室從大城市搬到租金較便宜的小城市或郊區。 然而,有些工作內容即使可以遠距完成,效果卻沒有面對面完成來得好,例如談判、商業決定、面對面會議、以及新員工訓練等等。 對航空公司來說,最大的營利來源原本是商業旅行,或許再也回不去從前的盛況,各大航空公司、機場跟旅館的營利將大受打擊。 疫情中冉冉升起的明日之星,則是各種電商。電商的成長速度是疫情開始前的2到5倍。 3.企業加速使用AI跟自動化 麥肯錫於2020年7月份對800位高級管理人員進行的全球調查中,3分之2表示,他們正在增加自動化和人工智慧的投資。許多公司在倉庫、電話服務中心和工廠都部署了機器人,以降低工作場所的員工密度,並應對大量需求。 麥肯錫的研究報告也發現,愈是需要跟人群密切接觸的產業,為了減少接觸以順利防疫,愈會加速自動化系統跟人工智慧的應用。 4.產業消長,低薪職位成長有限 麥肯錫全球研究所預估,疫情結束後,餐廳服務生、商店店員、辦公室行政人員遭受的衝擊會最大,失業率 Powered by Firstory Hosting

The Washed Up Boys
$37 Slurpee featuring Cousin Jus

The Washed Up Boys

Play Episode Listen Later Jun 19, 2021 60:36


Cousin Jus joins the show this week to chop it up with KG on a wide range of topics this week. During the intro, they chat about things they enjoy that society deems as feminine, before giving their takes on James Harden allegedly paying $100K to take Saweetie on a date. The guys then get into a few music topics - Soulja Boy/Bow Wow Verzuz and songs and dances that defined their prime years of clubbing. They chat about this week's news headlines: ⁃ Morgan Stanley CEO James Gorman wants to see employees back at the bank's offices by Labor Day or else face a pay cut.  • President Biden signs bill to make Juneteenth, a national holiday. • Ally Bank, an online banking institution, announced that it will no longer charge overdraft fees to its customers. They then deep dive into - How far they would go in supporting their significant others, if they got canceled ⁃ Whether they could press charges on their child, if that child committed a crime against them Michael Steele then takes us out with the sign off message of the week. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Squawk on the Street
Inflation Heats Up and Retail Sales Disappoint As the Fed Kicks Off a Pivotal Meeting, Is The Meme Stocks Rally "A Recipe For Disaster"?, a Bet Against DraftKings Sends the Stock Tumbling, Plus a New Record High for the S&P 500

Squawk on the Street

Play Episode Listen Later Jun 15, 2021 42:45


Jim Cramer and Scott Wapner led off the show with a look at key inflation and retail data on day one of what some are saying is the most important Fed meeting of Chair Jerome Powell's tenure. The Producer Price index for May coming in hotter than expected and retail sales showing a bigger than expected decline. The anchors looked at what it all means for the markets and Wednesday's much-anticipated Fed statement -- how will policymakers tackle inflation? Jim and Scott also reacted to JPMorgan Chase CEO Jaime Dimon saying the bank is hoarding cash because there's a "very good chance" inflation is here to stay -- and American Express CEO Steve Squeri telling CNBC why he's bullish on the American consumer when it comes to spending and the recovery. The meme stocks also in the spotlight: AMC Entertainment extending its rally after soaring 33-percent over the last two session, with Petco jumping into fray after surging 18-percent on Monday. The anchors engaged in a wide-ranging discussion about comments Morgan Stanley CEO James Gorman made on CNBC -- he said he believes this year's big rally in meme stocks could be "a recipe for disaster." Also in focus: A new record high for the S&P 500, DraftKings shares tumble after Hindenburg Research announces it a taken a short position, The U.S. and EU announced a resolution of the 17-year dispute over aircraft subsidies involving Boeing and European rival Airbus, and Jamie Dimon speaks out about Jack Dorsey's Square.

MKT Call
Fed Hike Fears and Currency Craze

MKT Call

Play Episode Listen Later May 25, 2021 34:47


In this week's episode of The Macro Setup, Guy and Dan discuss Morgan Stanley CEO James Gorman's call on the Fed raising rates sooner than expected, the demise of the dollar, Ray Dalio buying bitcoin, and the recent price action in crypto markets. Brought to you by presenting sponsor IG. Guest: DailyFX Strategist Peter Hanks Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

fear fed currency hike craze ray dalio morgan stanley ceo james gorman
Bloomberg Businessweek
The Misinformation Export Industry

Bloomberg Businessweek

Play Episode Listen Later May 20, 2021 36:59


Dr. Sabra Klein, Professor of Molecular Microbiology and Immunology at the Johns Hopkins Bloomberg School of Public Health, discusses how vaccines are impacting pregnant women. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Sarah Frier explain how social networks are exporting disinformation about the Covid vaccine. Bloomberg News Finance Reporter Sri Natarajan talks about Morgan Stanley CEO James Gorman unveiling his biggest leadership shakeup in more than a decade. And we Drive to the Close with Margie Patel, Senior Portfolio Manager at Wells Fargo Asset Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
The Misinformation Export Industry

Bloomberg Businessweek

Play Episode Listen Later May 20, 2021 36:59


Dr. Sabra Klein, Professor of Molecular Microbiology and Immunology at the Johns Hopkins Bloomberg School of Public Health, discusses how vaccines are impacting pregnant women. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Sarah Frier explain how social networks are exporting disinformation about the Covid vaccine. Bloomberg News Finance Reporter Sri Natarajan talks about Morgan Stanley CEO James Gorman unveiling his biggest leadership shakeup in more than a decade. And we Drive to the Close with Margie Patel, Senior Portfolio Manager at Wells Fargo Asset Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Bloomberg Businessweek
Analyst Skepticism Grows for Tesla, Staying the Private Course in Volatility, Big Oil's `Stranded Assets'

Bloomberg Businessweek

Play Episode Listen Later May 30, 2019 32:20


Dana Hull, Bloomberg News Tech Reporter, and Ross Gerber, CEO at Gerber Kawasaki Wealth Management, discuss Tesla in danger of becoming niche carmaker following a Barclays analyst drop in target price. Jeff Meeker, Chief Client Officer at Hamilton Lane, explains the advice he is giving private equity investors for handling a volatile public market. Bloomberg Businessweek Editor Joel Weber and Bloomberg Businessweek Markets and Finance Editor Pat Regnier discuss how top 10 energy companies may be investing in potentially worthless projects. Morgan Stanley CEO James Gorman shares his assessment of U.S.-China trade war. And we Drive to the Close with Dryden Pence CEO at Pence Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Creating Wealth Real Estate Investing with Jason Hartman
CW 567 FBF - Facebook IPO Scandal & the SWOT Analysis of Income Property

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Sep 11, 2015 70:54


Jason Hartman starts with a discussion about the recent Facebook IPO scandal.  Morgan Stanley and the other IPO underwriters gave the bad news to their big clients about Facebook having a bad quarter but didn't bother to tell their financial advisors and individual clients about this – more bad behavior on Wall Street?  Short Bloomberg News clip. What would Eliot Spitzer think of Morgan Stanley CEO James Gorman? Jason reviews a SWOT Analysis for Investment Property including the following points: StrengthsCash FlowFragmented Markets & Providers“Push” AppreciationReal AppreciationPhysical, Real AssetWeaknessesRepairsVacancyManagementNatural DisastersMarket ConditionsOpportunitiesInflation-Induced Debt Destruction(TM)Regression to Replacement Cost(TM)Rent IncreasesAcquisition Price Below Replacement CostGen YLow FICO Scores = More RentersFannie MaeThreatsRent CollapsePrice DeflationPopulation Out-MigrationNew Inventory Suppressing Rents Join Jason and his team for their very first LIVE east coast event!  Atlanta Income Property Investment Tour + Education  http://www.jasonhartman.com/atlanta-investment-property-tour/. Finally, Jason talks with one of his clients who finances farmland about his growing income property portfolio and outlook on the residential rental property market.

Creating Wealth Real Estate Investing with Jason Hartman
CW 269: Facebook IPO Scandal & the SWOT Analysis of Income Property

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jul 19, 2012 69:37


Jason Hartman starts with a discussion about the recent Facebook IPO scandal.  Morgan Stanley and the other IPO underwriters gave the bad news to their big clients about Facebook having a bad quarter but didn't bother to tell their financial advisors and individual clients about this - more bad behavior on Wall Street?  Short Bloomberg News clip. What would Eliot Spitzer think of Morgan Stanley CEO James Gorman?