Podcasts about senior equity research analyst

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Best podcasts about senior equity research analyst

Latest podcast episodes about senior equity research analyst

A Little More Conversation with Ben O’Hara-Byrne
Markets are reeling because Trump's tariff math makes no sense

A Little More Conversation with Ben O’Hara-Byrne

Play Episode Listen Later Apr 8, 2025 10:12


Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities.

Money Rehab with Nicole Lapin
Fed Predictions & Tech Expert Dan Ives on Bitcoin and Bull Markets

Money Rehab with Nicole Lapin

Play Episode Listen Later Dec 14, 2024 33:37


This week Money Rehab is being guest-hosted by Peter Tuchman, trader on the floor of the New York Stock Exchange and host of the MNN podcast Trade Like Einstein. In this last installment, he unpacks where the market ended the week after a rocky start and what moves he predicts the Fed will make next week. Then, Peter is joined by Dan Ives—Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities. Peter and Dan talk about Trump's plans for a Bitcoin reserve, companies that are benefitting from the crypto rally, and whether Dan thinks 2025 will be bullish or bearish. Subscribe to Peter's podcast Trade Like Einstein wherever you get your favorite podcasts. Follow Peter here. For more Dan Ives, follow him here. Recorded Friday, 12.13.24. All investment strategies involve risk of loss. The content you hear on this podcast is for entertainment purposes only and does not constitute financial advice by our hosts or by Money News Network.  

Double Down with Breslo
Inside the Business of Sports Gambling: Top Stocks & Industry Insights with Jordan Bender

Double Down with Breslo

Play Episode Listen Later Oct 19, 2024 36:32


In this eye-opening episode of Double Down with Breslo, host James Breslo sits down with Jordan Bender, Senior Equity Research Analyst at Citizens JMP, to explore the booming sports gambling and gaming industry. Jordan gives listeners an exclusive behind-the-scenes look at America's most recognized sports betting companies, including DraftKings, BetMGM, Caesars Entertainment, ESPNBet, and Flutter. He also reveals his top stock pick and explains in detail why it's a smart investment in today's market. The conversation doesn't stop there—James and Jordan dive into the future of fantasy sports, revenue projections, and discuss how Las Vegas continues to break revenue records despite the rise of online sports gambling. Whether you're a sports gambling enthusiast or an investor looking for insider tips, this episode is packed with valuable information. Tune in for expert insights and the latest trends in sports betting!

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking About AI with Dan Ives (Ep. 81)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Apr 17, 2024 46:27


Discover the transformative power of AI as we explore its impact on the tech industry and beyond!This week on the Facts vs Feelings podcast, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Dan Ives, Managing Director, Equity Research at Wedbush Securities. They dive into the long-term implications of AI, the comparison between the current tech transformation and historical moments, and the potential of AI to drive unprecedented growth in various sectors.Dan discusses:The significance of AI in driving the next wave of technological advancement, likening it to the internet's inceptionThe role of major tech companies like Nvidia and Microsoft in leading the AI revolution and the potential for smaller, innovative companies to emerge as key playersThe impact of geopolitical factors on the tech industry, particularly in relation to Chinese tech companies and the U.S. marketThe importance of embracing different perspectives, including bearish views, to gain a comprehensive understanding of the tech market's trajectoryBlockchain technology and its potential use cases beyond cryptocurrency pricesAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Dan Ives: LinkedIn: Dan IvesX: Dan IvesConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been a tech analyst on Wall Street for over two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade.Dan is a highly sought-after tech expert around the world, has been a keynote speaker across the US, Europe, and Asia, and regularly makes television appearances on networks such as CNBC, Bloomberg, BBC, NBC, CBS, ABC, CNN, and Fox News to provide commentary related to his technology expertise. Dan can be heard regularly doing radio on the tech sector for Bloomberg, ABC News, NPR, BBC, and other radio broadcasts throughout the US, Europe, and Asia. Dan is often cited globally by publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, NY Post, Los Angeles Times, The Telegraph, San Francisco Chronicle, Time Magazine, The Washington Post, The Guardian, South China Morning Post, Barron's, The Times of London, Financial Times, The Sydney Morning Herald, and New York Times, among many others.

A Little More Conversation with Ben O’Hara-Byrne
Tesla's woes and Ford's rethink as EV sales sputter

A Little More Conversation with Ben O’Hara-Byrne

Play Episode Listen Later Apr 6, 2024 70:34


Tesla's woes and Ford's rethink as EV sales sputter (1:45) Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities What we learned from the public inquiry into foreign interference in Canada (15:51) Guest: Steven Chase, senior parliamentary reporter, The Globe and Mail U.S.A. election 2024: The week that was (35:29) Guest: Jeremy Kinsman, Distinguished Fellow of the Canadian International Council, served as Canada's Ambassador to Russia, Italy, and the European Union and as High Commissioner to the UK Hype for the eclipse on Monday builds (50:21) Guest: Andrea Girones, an astrophotographer with Ottawa's chapter of the Royal Astronomical Society of Canada, and a personal injury and medical malpractice lawyer Hype for the eclipse on Monday builds (59:54) Guest: Scott Granville, a television producer and writer for 30 years live streaming the eclipse on YouTube

BFM :: Morning Brief
Red Sea Fallout For Asian Telcos

BFM :: Morning Brief

Play Episode Listen Later Mar 14, 2024 12:07


The spillover of the Middle East conflict to the Red Sea is not just impacting the shipping industry; there has also been repercussions for the telecommunications sector that rely on undersea cables located in the area. Marvin Lo, Senior Equity Research Analyst at Bloomberg Intelligence discusses the implications for Asian telcos and also the broader outlook for the industry. Image Credit: Shutterstock.com

asian middle east fallout red sea telcos bloomberg intelligence senior equity research analyst image credit shutterstock
Bloomberg Surveillance
Slok on Fed Rate Cuts, The Week in Tech

Bloomberg Surveillance

Play Episode Listen Later Mar 1, 2024 38:47 Transcription Available


Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 1st, 2024Featuring: Torsten Slok, Apollo partner and Chief Economist, on the fed not cutting rates Dan Ives, Wedbush Securities Managing Director and Senior Equity Research Analyst, on the week in tech Antonio Neri, HPE CEO, on his company's earnings Victoria Bills, Banrion Capital Chief Investment Strategist, on the markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

BFM :: Morning Brief
Big Pharma Chasing Obesity Drug Boom

BFM :: Morning Brief

Play Episode Listen Later Jan 17, 2024 11:40


The chronic weight management market is at an inflection point. Analysts have forecast that sales of weight-loss drugs could potentially hit 100 billion US dollars by 2030, buoyed by promising results in recent clinical trials. We speak to Michael Shah, Senior Equity Research Analyst at Bloomberg Intelligence for insights into this growing market. Image credit: Shutterstock.com

Bloomberg Businessweek
Ford Cuts Electric F-150 Truck Prices

Bloomberg Businessweek

Play Episode Listen Later Jul 17, 2023 24:22 Transcription Available


Bloomberg News Auto Reporter Keith Naughton and Garrett Nelson, Senior Equity Research Analyst at CFRA, talk about Ford cutting prices on its electric F-150 pickup truck in an effort to compete with Tesla and GM. Julia White, Chief Marketing and Solutions Officer at SAP, discusses cloud transformation and the impact of AI. And we Drive to the Close with Sue Crotty, Chief Investment Officer at Segal Marco Advisors. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg Businessweek
Ford Cuts Electric F-150 Truck Prices

Bloomberg Businessweek

Play Episode Listen Later Jul 17, 2023 24:22 Transcription Available


Bloomberg News Auto Reporter Keith Naughton and Garrett Nelson, Senior Equity Research Analyst at CFRA, talk about Ford cutting prices on its electric F-150 pickup truck in an effort to compete with Tesla and GM. Julia White, Chief Marketing and Solutions Officer at SAP, discusses cloud transformation and the impact of AI. And we Drive to the Close with Sue Crotty, Chief Investment Officer at Segal Marco Advisors. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Trump, NASDAQ, UK, Oil, and Activison (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 12, 2023 51:52


Nick Akerman, former assistant Special Watergate prosecutor, discusses the Trump Indictment. Bloomberg Washington correspondent Annmarie Hordern also joins. Aoifinn Devitt, CIO at Moneta, joins the program to discuss markets and investing. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss the NASDAQ-Adenza deal. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about oil traders defying Saudi Arabia, Exxon and the Dow, and OPEC+ cuts and outlook for WTI. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Jennifer Rie, Senior Litigation Analyst – Antitrust with Bloomberg Intelligence, joins to discuss the latest on Microsoft-Activision. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

First Move with Julia Chatterley
Featured interview: Zephalto founder Vincent Farret d'Astiès

First Move with Julia Chatterley

Play Episode Listen Later May 26, 2023 46:29


French startup Zephalto is offering flights to the edge of space in a pressurized capsule attached to a helium balloon. The firm says the craft will take off from a French spaceport and ascend for around 90 minutes, reaching an altitude of 25 kilometers (82,000 feet). Not surprisingly, given this is a French company, one of the main attractions of the trip is feasting on food prepared by Michelin-star chefs. Joining Julia to discuss is Zephalto founder Vincent Farret d'Astiès.  Also on today's show: Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities; Greg Valliere, Chief US Policy Strategist at AGF. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

P&L With Paul Sweeney and Lisa Abramowicz
Home Depot, Alt Investments, Retail Sales, and Amgen (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 16, 2023 49:28


Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses investing strategies and sentiment. Burt Flickinger, Managing Director at Strategic Resource Group, joins the program to discuss retail sales and consumer health. Dryden Pence, CIO at Pence Wealth Management, joins to talk about stocks and sectors he likes amid varying headwinds. Alex Morris, CIO at F/M Investments, joins the program to talk markets and investing strategies. Matt Palazola, Senior Analyst, Property and Casualty Insurance at Bloomberg Intelligence, joins to discuss Berkshire Hathaway adjusting its bank holdings and investing in Capital One amid the recent regional crisis. Herman Senior, Senior Regional Banks Analyst with BI, also joins to talk about the latest on the regional industry. Jennifer Rie, Senior Litigation Analyst – Antitrust for Bloomberg Intelligence, and Marc Engelsgjerd, Senior Equity Research Analyst with Bloomberg Intelligence, join for a roundtable discussion on the FTC getting set to challenge Amgen's $28 billion Horizon deal. Hosted by Paul Sweeney, Kriti Gupta, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

The Ian King Business Podcast
Microsoft shares, bio gas and hospitality

The Ian King Business Podcast

Play Episode Listen Later Apr 26, 2023 42:02


Dan Ives, who's Managing Director and Senior Equity Research Analyst at Wedbush Securities talks to Ian King about a surge in Microsoft shares. Plus James Pirie, Vice President for Planning and Logistics at Arla discusses a possible scheme to help farmers convert million of tonnes of cow dung into biogas.Ian's also joined by Pano Christou, the Chief Executive of Pret-A-Manger about how changing work patterns in London have affected their business and Pamela Harper from luxury goods maker Halcyon Days talks about opportunities offered by the Coronation.

P&L With Paul Sweeney and Lisa Abramowicz
Banks, Supply Chain, Real Estate, and Pets

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 27, 2023 57:05


 Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the latest wall street and banking news. Lisa Knee, Real Estate lead at EisnerAmper, discusses the latest on real estate and mortgages amid banking and financial concerns. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Ann-Hunter van Kirk, Senior Equity Research Analyst with Bloomberg Intelligence, discuss their recent research on the $500 billion dollar pet economy. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and what it tells us about a potential recession in 2023. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins the program to discuss sectors she likes and her outlook for the markets and inflation. Gene Seroka, Executive Director of the Port of LA, joins the program to discuss the latest on the supply chain and shipping business. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 10, 2023 44:32


Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft's potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

NOW of Work
2022's End of Year Market Analysis with Scott Berg - Digital Meetup Series

NOW of Work

Play Episode Listen Later Dec 16, 2022 59:48


The countdown is upon us! We're just about two weeks away from 2023. During this Digital Meetup, we close out 2022 with an HR and HR Tech market wrap. We're also focused on looking ahead and have an energizing discussion about 2023 insights. Jess Von Bank and I were very excited to welcome Scott Berg of Needham & Company as our special guest. Scott is a Senior Equity Research Analyst covering enterprise software. Listen to hear his thoughts on the future of the HCM market and find out if there's still investment going on in the space. Are we in an era of consolidation? Does he see existing software vendors who are not in HR entering the HR space? Scott will also share his predictions for 2023. Take a Listen!

P&L With Paul Sweeney and Lisa Abramowicz
Infrastructure, Ukraine, Tech, and Lamborghini (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 30, 2022 38:26


Machelle Baker Sanders, North Carolina Secretary of Commerce, and Mike Fox, President and CEO of Piedmont Triad Partnership, join the show in studio to discuss the state's recent manufacturing and semiconductor investment. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Royal Bank of Canada acquiring HSBC's Canadian unit. Matt Miller and Guy Johnson interview Lamborghini CEO, Stephan Winkelmann. Retired US Navy Admiral and Bloomberg Opinion columnist James Stavridis on the next phase of the Ukraine War and the geopolitical fallout of China protests. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the show to discuss outlook for Apple amid protests in China and performance of other tech companies with exposure to China as well as Workday earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

The Important Part: Investing with Liz Young
Checking on the Tech Industry With Dan Ives

The Important Part: Investing with Liz Young

Play Episode Listen Later Nov 29, 2022 37:49


With talks of layoffs and other volatility in the tech industry, what should investors do? This week's guest, Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities offers his take on the overall landscape. He talks with Liz about why growth in the tech industry will still continue, and what the future may hold for groups like software and semiconductors.why enterprise companies are the ones to watch out for, and Dan's take on what companies are the ones to watch.For more, read Liz's weekly column every Thursday on SoFi's blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

First Move with Julia Chatterley
Feature interview: Wedbush tech analyst Dan Ives

First Move with Julia Chatterley

Play Episode Listen Later Nov 18, 2022 45:25


Twitter is in turmoil after the social media giant locked out its remaining workforce. Many employees are resigning, rejecting Elon Musk's ultimatum to work "extremely hardcore." Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities has been a tech analyst on Wall Street for over two decades covering the technology sector, and he joins the show to share his perspective on the Twitter mess. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

P&L With Paul Sweeney and Lisa Abramowicz
Rates, Earnings, Goldman, and Crypto (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 15, 2022 47:53


Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the TIPS market and inflation. Sri Natarajan, Senior Reporter with Bloomberg News, joins the show to talk about his story on Goldman Sachs paying out over $12 million to bury a partner's sexism claim. Jen Bartashus, Senior Equity Research Analyst at Bloomberg Intelligence, joins us to break down Walmart earnings. Former NY Giants quarterback and partner with investment firm Brand Velocity Group Eli Manning, along with Brand Velocity Founding and Managing Partner Steve Lebowitz, join the show to talk about Brand Velocity's goals as well as changing landscape for sports consumption, steaming, and sports betting. Chiente Hsu, CEO and co-founder of ALEX – Automated Liquidity Exchange, joins the show to discuss Sam Bankman-Fried and the latest on FTX's collapse. Bryan Fairbanks, CEO at TREX (NYSE: TREX), joins the show to discuss manufacturing, rails, and housing and construction demand. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 2, 2022 34:33


Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about stocks and sectors she likes amid economic uncertainty. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins us to discuss his latest tech research and Big Tech earnings. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss CVS earnings and outlook for the company as well as healthcare companies CVS, Walgreens, and WalMart agreeing to a $12 billion opioid pact. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Banks, Kroger, and Retail Sales (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 14, 2022 26:33


Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses his latest research on COVID booster plans and whether they are flawed. He also talks about Pfizer stock after yesterday's premarket move. Jennifer Bartashus, Senior Equity Research Analyst, Consumer Staples and Retail, joins the show to discuss the potential merger between Kroger and Albertsons. She also discusses Beyond Meat's premarket move. Mari Shor, Senior Equity Analyst at Columbia Threadneedle investments, talks about retail sales, gives her outlook for equity markets and sectors she thinks will perform well in the face of economic headwinds, and previews holiday spending. Hosted by Paul Sweeney and Nathan Hager.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Inflation, COVID Boosters, And Walgreens (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 13, 2022 32:34


Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, Senior Investment Strategist with Edward Jones, discusses her sector picks and outlook for the equity market in 2022. Anna Wong, Chief US Economist with Bloomberg Economics and Bloomberg News Markets correspondent Kriti Gupta join the show to break down the latest inflation reading. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Walgreens earnings and outlook for the company. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the show to discuss the latest inflation data, previews bank earnings, and discusses what to expect from the economy in Q4. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

A Little More Conversation with Ben O’Hara-Byrne
Elon Musk reverses course and offers to buy Twitter

A Little More Conversation with Ben O’Hara-Byrne

Play Episode Listen Later Oct 5, 2022 9:59


Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities

A Little More Conversation with Ben O’Hara-Byrne
Hockey Canada's board chairs face questions on handling of alleged sex assaults, Canadian kids see their grades slip in new Participaction report card & Elon Musk reverses course and offers to buy Twitter

A Little More Conversation with Ben O’Hara-Byrne

Play Episode Listen Later Oct 5, 2022 60:06


Hockey Canada's board chairs face questions on handling of alleged sex assaults, Canadian kids see their grades slip in new Participaction report card & Elon Musk reverses course and offers to buy Twitter - Oct 4th, 2022 Hockey Canada's board chairs face questions about handling of alleged sex assaults + probe reveals toxic culture within Rowing Canada Guest: Richard Powers, an associate professor who specializes in board-director training at the University of Toronto's Rotman School of Management & Chair of Commonwealth Sport Canada Canadian kids and youth see their grades slip in new Participaction report card Guest: Dr. Nicholas Kuzik, Research Fellow, Children's Hospital of Eastern Ontario How Joanna Griffiths followed her own path to build one of Canada's most successful new apparel brands  Guest: Joanna Griffiths, Founder and President, Knix Elon Musk reverses course and offers to buy Twitter  Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities

Lasting Values
Can renewables really power the world?

Lasting Values

Play Episode Listen Later Sep 23, 2022 25:09


The International Energy Agency's pathway to a net zero future requires almost 90% of global electricity generation in 2050 to come from renewable sources. But is this goal realistic? Industry experts discuss whether it's possible for renewables to displace fossil fuels in the energy mix, how soon and at what cost. Guests: Assaad Razzouk, CEO, Gurin Energy; Lord Browne of Madingley, Chairman, BeyondNetZero; Jens Zimmermann, Senior Equity Research Analyst, Credit Suisse Host: James Gifford, Head of Sustainable and Impact Investing Advisory, Credit Suisse Read more: University of Oxford paper: Empirically grounded technology forecasts and the energy transition; Nuclear energy: Challenges and opportunities; The Rich World's Climate Hypocrisy - WSJ; Had They Bet On Nuclear, Not Renewables, Germany & California Would Already Have 100% Clean Power (forbes.com)

Market Wrap with Moe - Business Financial Analysis on Investing, Stocks, Bonds, Personal Finance and Retirement Planning

With Garrett Nelson, Senior Equity Research Analyst at CFRA Research

P&L With Paul Sweeney and Lisa Abramowicz
Rates, ESG, Europe, And CVS (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 6, 2022 33:34


Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins the show to discuss his recent column about Ron DeSantis and ESG investing. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intelligence, joins the show to discuss Liz Truss and Europe's energy crisis and how it's all impacting markets. Jonathan Palmer, Senior Equity Research Analyst & Team Leader, Healthcare, joins the show to discuss CVS Health's acquisition of Signify Health. Sean Joyce, PwC's global cybersecurity and privacy leader and former Deputy Director with the FBI, joins the show to discuss cybersecurity concerns from the c-suite. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Women's Health, And The Supply Chain (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 21, 2022 33:52


Mike Mullaney, Director of Global Markets Research for Boston Partners, discusses investment strategies and gives his market outlook for 2022. Rhonda Vonshay Sharpe, founder and President at the Women's Institute for Science, Equity, and Race, discusses her recent Bloomberg Opinion piece on increasing the presence of black economists. Jennifer Bartashus, Senior Equity Research Analyst with Bloomberg Intelligence, discusses Kellogg splitting into three companies and what it means for the food industry. Nina Deka, Senior Research Analyst with ROBO Global, discusses investments in women's health in 2022. Chieh Huang, co-founder and CEO at BOXED (NYSE: BOXD), discusses combating his company and combating economic pressures in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

The Scoop
Why Coinbase is undervalued, according to a top Wall Street analyst

The Scoop

Play Episode Listen Later Jun 3, 2022 43:52


 Coinbase shares are down over 70% on the year, a state of affairs compounded by a rough Q1, but one leading Wall Street analyst believes Coinbase may be undervalued.  In this episode of The Scoop, Mark Palmer — managing director and fintech analyst at global financial services firm BTIG — shares why his firm is bullish on a narrative shift on Wall Street regarding Coinbase stock in the coming months. As Palmer contended during the show: “Coinbase has developed itself over the last ten years, largely via acquisition… and over time, this is going to become much less of a retail trading story and much more about a sort of crypto supermarket that's going to have an awful lot of different revenue drivers.” Palmer points to the 2021 acquisition of Bison Trails as an example of Coinbase's horizontal expansion. As Coinbase CPO Surojit Chatterjee and Bison Trails founder Joe Lallouz argued during an episode of The Scoop, the deal enhanced Coinbase's crypto infrastructure services products, including institutional staking support. Although Coinbase offers a wide range of crypto services, Palmer believes many Wall Street analysts tend to view Coinbase first and foremost through the lens of an exchange: “There are a lot of folks who are covering some of the crypto exchanges and platforms that really aren't as focused on crypto — maybe they're focused on exchanges at large — and some of those distinctions and nuances, which are crucially important, get missed.” Editor's Note: While Coinbase is a sponsor of The Scoop podcast, this episode is not an endorsement of Coinbase stock or products, nor was it produced with involvement from Coinbase. All opinions expressed by host and podcast guest are solely their own opinions and not necessarily those of The Block. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Episode 48 of Season 4 of The Scoop was recorded remotely with The Block's Frank Chaparro and Mark Palmer, Managing Director and Senior Equity Research Analyst at BTIG. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com. This episode is brought to you by our sponsors Fireblocks, Coinbase Prime & Cross River Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks enables exchanges, lending desks, custodians, banks, trading desks, and hedge funds to securely scale digital asset operations through the Fireblocks Network and MPC-based Wallet Infrastructure. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit www.fireblocks.com. About Coinbase Prime Coinbase Prime is an integrated solution that provides institutional investors with an advanced trading platform, secure custody, and prime services to manage all their crypto assets in one place. Coinbase Prime fully integrates crypto trading and custody on a single platform, and gives clients the best all-in pricing in their network using their proprietary Smart Order Router and algorithmic execution. For more information, visit www.coinbase.com/prime. About Cross River Cross River is powering today's most innovative crypto companies, with banking and payments solutions you can rely on, including fiat on/off ramp solutions. Whether you are a crypto exchange, NFT marketplace, or wallet, Cross River's API-based, all-in-one platform enables banking as a service, ACH & wire transfers, push-to-card disbursements, real-time payments, and virtual accounts and subledgers. Request your fiat on/off ramp solution now at crossriver.com/crypto.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Oil, And Retail (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 17, 2022 25:16


Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses the markets and the economy in 2022. Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses the Saudi Aramco IPO, WTI prices, and oil. Arun Sundaram, Senior Equity Research Analyst at CFRA, discusses Walmart earnings and what they say about consumers and the economy. Anjee Solanki, National Director of Retail, US at Colliers, talks about retail sales and consumers in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

The Mitch Albom Show
Dan Ives - On the Possibility of Elon Musk buying Twitter - April 14, 2022

The Mitch Albom Show

Play Episode Listen Later Apr 16, 2022 9:41


Dan Ives - Managing Director, Senior Equity Research Analyst at Wedbush Securities - On the Possibility of Elon Musk buying Twitter - April 14, 2022

elon musk possibility ives senior equity research analyst
A Little More Conversation with Ben O’Hara-Byrne
Elon Musk goes 80's corporate raider style in bid to takeover Twitter, What impact could an Elon Musk takeover have on Twitter, Ahead of the two-year anniversary of the deadly mass shooting in Nova Scotia, a new book explores the investigation and obstac

A Little More Conversation with Ben O’Hara-Byrne

Play Episode Listen Later Apr 15, 2022 43:49


Elon Musk goes 80's corporate raider style in bid to takeover Twitter, What impact could an Elon Musk takeover have on Twitter, Ahead of the two-year anniversary of the deadly mass shooting in Nova Scotia, a new book explores the investigation and obstacles to justice &  How the war in Ukraine is driving up food costs and hurting the most vulnerable in the Middle East and North Africa - April 14th, 2022   Elon Musk goes 80's corporate raider style in bid to takeover Twitter Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities   What impact could an Elon Musk takeover have on Twitter?  Guest: Elizabeth Dubois, Associate Professor in the Department of Communication and member of the Centre for Law, Technology and Society, University of Ottawa.   Ahead of the two-year anniversary of the deadly mass shooting in Nova Scotia,, a new book explores the investigation and obstacles to justice  Guest: Paul Palango, investigative Journalist and author of 22 Murders: Investigating the Massacres, Cover-up and Obstacles to Justice in Nova Scotia.    How the war in Ukraine is driving up food costs and hurting the most vulnerable in the Middle East and North Africa  Guest: Muzna Shihabi, regional communications coordinator for the Middle East and North Africa at CARE 

A Little More Conversation with Ben O’Hara-Byrne
Elon Musk goes 80's corporate raider style in bid to takeover Twitter

A Little More Conversation with Ben O’Hara-Byrne

Play Episode Listen Later Apr 15, 2022 9:53


Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities

GameMakers
GameMakers 2021 Drunk Game Awards Show: Best and Worst of 2021

GameMakers

Play Episode Listen Later Jan 16, 2022 101:12


We discuss the best and worst of game dev in 2021. Our awards crew: Javier Barnes, Lead Game Designer at King Josh Burns, Founder at DigitalDevConnect Shannon Chang, Head of Operations at Trading.TV Niklas Herriger, Executive Coach at 8 Bit Coaching Matthew Kanterman, CFA, Senior Equity Research Analyst at Bloomberg LP Eric Kress, Principal at Gossamer Consulting Group, LLC K en Landen, Lead Product Manager at Scopely Brian Peganoff, Ex. Senior Director, Corporate Development & Strategy at Glu Mobile AWARDS CATEGORIES: Biggest winner: Which games industry company was the biggest winner in 2021? Biggest loser: Which games industry company was the biggest loser in 2021? Best Game (HD or mobile) Worst Game (HD or mobile) Biggest Surprise Biggest Comeback Biggest Missed Opportunity Biggest News Game or Big Game Update You're Most Looking Forward To --- Send in a voice message: https://anchor.fm/gamemakers/message

The More We Know by Meer
Wall Street, Tech Stocks, and Practical Education with one of the streets BEST, Daniel Ives

The More We Know by Meer

Play Episode Listen Later Jan 10, 2022 50:45


Your Mentor Today- Dan Ives!  Enjoy the master class today, and if you get value, like comment, subscribe and share!!Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been on Wall Street for two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a well known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade.Dan is a highly sought after tech expert globally, has been a keynote speaker across the US, Europe, and Asia and regularly makes television appearances on networks such as CNBC, Bloomberg, BBC, ABC, CNN, and Fox to provide commentary related to his technology experience. Dan is often cited around the world by publications such as The Wall Street Journal, USA Today, Investors Business Daily, Los Angeles Times, The Telegraph, San Francisco Chronicle, Time Magazine, The Washington Post, The Guardian, South China Morning Post, Barrons, Financial Times, The Sydney Morning Herald, and New York Times, among others. He holds a BS in Finance from Penn State University and an MBA from the University of Maryland.Listen To The More We Know ⇨ https://www.buzzsprout.com/1134704​Subscribe ⇨https://www.youtube.com/channel/UCxvfd5ddf72Btbck8SdeyBwFollow my Instagram ⇨ https://www.instagram.com/sameer.sawaqed/?hl=enFollow my Twitter ⇨ https://twitter.com/commitwithmeer

Dave Lee on Investing
Why I'm Bullish on Tesla Stock in 2022 w/ Dan Ives (Ep. 486)

Dave Lee on Investing

Play Episode Listen Later Jan 5, 2022 45:33


I'm joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about TSLA Q4 deliveries, Tesla earnings, TSLA stock price, valuation, risks, Ford, GM, Apple, and more. Dan Ives on Twitter: https://twitter.com/DivesTech Social

Remarkable Retail
What's New & Next For Luxury Retail, with Karen Katz, Steve Sadove and Oliver Chen

Remarkable Retail

Play Episode Listen Later Dec 7, 2021 37:15


This week we've got a blockbuster panel featuring three of the most experienced and insightful veterans of the luxury world: Karen Katz (former President & CEO of the Neiman Marcus Group, Steve Sadove (former Chairman and CEO of Saks) and Oliver Chen (Managing director and senior equity research analyst at Cowen and Company). We cover a lot of territory, first trying to align on a working definition of what "luxury" really means today and how luxury was evolving pre-COVID. Then we shift into what's next, including our dream team's quick takes on luxury re-commerce, the role of the in-store experience, the importance of multi-brand retail (online and off), sustainability, exclusivity, storytelling and more. We wrap up getting everyone's view on why it's so hard for legacy brands to innovate and  whether .com spin-outs make any sense at all.But first we open up with the top retail stories that caught our attention this past week, with a big focus on what we can take away from Black Friday and Cyber Monday performance as the threat of Omicron looms, more profitless prosperity from Allbirds as they report their first quarterly earnings as a public company, and Amazon's rise to parcel delivery supremacy. About Karen KatzKatz, who is a graduate of the University of Texas, is the former chief executive, president and director of the Neiman Marcus Group. She stepped down from the role in January 2019. Since 2014 she has also been on the board of directors at Under Armour.Katz has worked in a number of key executive and leadership roles at Neiman Marcus since joining the group as a merchandise manager in 1985. Most recently she has leveraged Neiman Marcus' brick and mortar assets to launch an omni-channel strategy that includes merging planning and buying teams for all departments and integrating customers' online and in-store experiences with in-store apps and personalised web dashboards.Under Katz, Neiman Marcus acquired luxury e-commerce site MyTheresa.com, the Munich-based luxury e-tailer. She also expanded MyTheresa's e-commerce offerings to bolster the Neiman Marcus omni-channel strategy and oversaw the opening of the retailer's first New York City flagship in 2018, a seven-story retail project situated in the Hudson Yards in Manhattan's far West Side. About Steve SadoveBetween 2002 and 2013, Mr. Sadove held positions of increasing responsibility with Saks Incorporated, serving as its Chairman and Chief Executive Officer from 2007 to 2013.Prior to joining Saks, Mr. Sadove built a distinguished marketing and consumer products career spanning more than 25 years and held senior positions at companies including General Foods (now Kraft) and Bristol-Myers Squibb Company as President of Clairol. He led Clairol to become the number one hair care business in the United States, relaunched the Herbal Essences brand into a $700 million business and completed the sale of the beauty care business to Procter & Gamble. Mr. Sadove is also a founding partner of JW Levin Management Partners, a private equity firm.Mr. Sadove is a former Chair of the National Retail Federation and serves as an advisor to Mastercard. He serves on numerous community and civic boards including Hamilton College as Chairman of the Board of Trustees and AmeriCares. About Oliver ChenOliver Chen has joined Cowen and Company's Equity Research department as a Managing Director and Senior Equity Research Analyst. He covers over 30 stocks in the Retail & Luxury Sectors.Oliver is a graduate of Georgetown University, The Wharton School at the University of Pennsylvania and is a CFA Charterholder. He also serves on the PhD Retail Research Review committee at the Wharton School's Jay H. Baker Retailing Center. Mr. Chen was recognized in the Wharton School's “40 Under 40” brightest stars alumni list in 2017.Most recently, Mr. Chen was recognized on the 2018 and 2017 Institutional Investor All-America Research team as a top analyst in the retailing/department stores & specialty softlines sector. Mr. Chen was also selected as a preeminent retail influencer as he was named to the National Retail Federation (NRF) Foundation's “2019 List of People Shaping Retail's Future.” Considered an “industry expert,” Mr. Chen frequently appears as a speaker/panelist at key industry events.Steve Dennis is an advisor, keynote speaker and author on strategic growth and business innovation. You can learn more about Steve on his       website.    The expanded and revised edition of his bestselling book  Remarkable Retail: How To Win & Keep Customers in the Age of Disruption is now available at  Amazon or just about anywhere else books are sold. Steve regularly shares his insights in his role as a      Forbes senior contributor and on       Twitter and       LinkedIn. You can also check out his speaker "sizzle" reel      here.Michael LeBlanc  is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice.   He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career.  Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast,       The Voice of Retail, plus  Global E-Commerce Tech Talks  ,      The Food Professor  with Dr. Sylvain Charlebois and now in its second season, Conversations with CommerceNext!  You can learn more about Michael   here  or on     LinkedIn. Be sure and check out Michael's latest venture for fun and influencer riches - Last Request Barbecue,  his YouTube BBQ cooking channel!

GameMakers
The Future of Apple App Store Economics

GameMakers

Play Episode Listen Later Nov 19, 2021 45:05


So today there are a lot of complaints about whether a 30% Apple or Google app store fee is fair. And even further, whether there should be competition and the ability to have an open ecosystem for alternative payments or even app stores. We have on with us today some folks who will talk about both the current situation behind App Store fees and speculate on where this is all potentially heading as well. SPEAKERS: - Chris Hewish, President of Xsolla. The company has solutions against alternative payments and payment solutions both on Web and for PC, but also increasingly with a focus on mobile. https://www.linkedin.com/in/chrishewish/ - Matthew Kanterman, Senior Equity Research Analyst at Bloomberg Intelligence. Matthew in particular has a specific focus on gaming, Asia, mobile, and metaverse. https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/ - Brett Nowak, CEO of Liquid & Grit. Brett also coincidentally co-hosts a podcast series with me called Philosophy Friday. https://www.linkedin.com/in/brett-nowak-8920675/ Read about it in the GameMakers newsletter: https://gamemakers.substack.com/ --- Send in a voice message: https://anchor.fm/gamemakers/message

Market Wrap with Moe - Business Financial Analysis on Investing, Stocks, Bonds, Personal Finance and Retirement Planning

With Arun Sundaram, Senior Equity Research Analyst at CFRA Research

Bloomberg Businessweek
Coronavirus Takes Bite Out of Apple, SoftBank's Pizza Bust, McMahon Trying to Get WWE on Track

Bloomberg Businessweek

Play Episode Listen Later Feb 18, 2020 28:53


Bloomberg Technology Executive Editor Tom Giles explains how the coronavirus is hurting supply and demand for Apple iPhones. Bloomberg News Venture Capital Reporter Sarah McBride talks about how SoftBank's $375 million bet on pizza went really bad really fast. Bloomberg Businessweek Media Editor Felix Gillette discusses why Vince McMahon could be the biggest obstacle in World Wrestling Entertainment's rebound. Garrett Nelson, Senior Equity Research Analyst at CFRA, breaks down Walmart earnings. And we Drive to the Close with Henley Smith, Senior Relationship Manager at StoneCastle Cash Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
SUVs Drive Strong Quarter for GM, Private Equity Faces Uncertainty, Streaming Video-on-Demand War

Bloomberg Businessweek

Play Episode Listen Later Aug 1, 2019 34:12


Garrett Nelson, Senior Equity Research Analyst at CFRA, breaks down earnings from General Motors which easily beat analysts' average estimates as the auto maker maintained its outlook for a stronger second half.  Paul Aversano, Managing Director at Alvarez & Marsal, shares his outlook for private equity and the impact competition and volatility have on deals. Bloomberg Businessweek Editor Joel Weber and Businessweek Writer Felix Gillette, discuss the escalating competition in the world of streaming video-on-demand TV as AT&T's WarnerMedia division, Comcast's NBCUniversal, Walt Disney, and Apple are all jumping into the game. Bloomberg News FX & Rates Reporter Katherine Greifeld talks about the Trump administration's chaotic messaging on dollar policy. And We Drive to the Close with Marci McGregor, Senior Investment Strategist at Bank of America Private Bank. Hosts: Jason Kelly and Taylor Riggs.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
CVS Sees Dire 2019, Cities to Consider, Tesla's Continues Down Rough Road, Zillow Flipping Homes

Bloomberg Businessweek

Play Episode Listen Later Feb 20, 2019 38:15


Jonathan Palmer, Bloomberg Intelligence Senior Health Care Analyst, talks about CVS Health saying its results this year will be dragged down by rising costs and poor results from a 2015 takeover of nursing-home pharmacy Omnicare. Robert Bell, Co-Founder of the Intelligent Community Forum,explains which midsize and small U.S. cities are the next best places to invest. Dana Hull, Bloomberg News Technology Reporter, and Garrett Nelson, Senior Equity Research Analyst at CFRA, discuss Tesla's general counsel leaving the carmaker following more tweets from CEO Elon Musk. Patrick Clark, Bloomberg News Real Estate Reporter, shares his story from Businessweek Magazine on why Zillow has gone from online real estate ads to flipping homes. And we Drive to the Close of markets with Chris Zaccarelli, CIO at Independent Advisor Alliance. Hosts: Carol Massar and Vincent Cignarella. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
GM Defies Doom With Earnings Surprise, Fortnite Teaching Globalization, A Very Public Offering

Bloomberg Businessweek

Play Episode Listen Later Jan 11, 2019 32:53


David Welch, Bloomberg News Detroit Bureau Chief, and Garrett Nelson, Senior Equity Research Analyst at CFRA, discuss General Motors defying downbeat earnings expectations, fueling a rebound for its battered shares. Bloomberg News Trade Reporter Shawn Donnan shares his story from Businessweek Magazine on how multiplayer video games are true economic exchanges. Stephan Paternot, Author of "A Very Public Offering”, talks about his role in creating the first internet revolution. And We Drive to the Close of Markets with Leah Bennett, President of Westwood Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com