Episodes

  • CVS Ousts CEO Karen Lynch, Names Caremark President As New Chief
    Oct 18 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Bloomberg Intelligence Senior Healthcare Analyst Jonathan Palmer reports on CVS Health naming David Joyner as its new chief executive officer, ending a tumultuous tenure for current CEO Karen Lynch at the pharmacy giant. Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan discusses the Netflix trade post-earnings. And we Drive to the Close with Kamal Bhatia, President and CEO of Principal Asset Management.
    Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    25 mins
  • Levi's CFO on Earnings, GLAAD CEO on Spirit Day
    Oct 18 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Levi Strauss & Co CFO Harmit Singh discusses the apparel maker’s earnings and the health of the consumer. GLAAD CEO and President Sarah Kate Ellis tlaks about Spirit Day, the world's most visible anti-bullying day-of-action in support of LGBTQ youth.
    Hosts: Tim Stenovec and Molly Smith. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    27 mins
  • Instant Reaction: Netflix Records Another Strong Quarter
    Oct 17 2024

    Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust.

    See omnystudio.com/listener for privacy information.

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    8 mins
  • BYD Is Winning the Global Race to Make Cheaper Electric Cars
    Oct 17 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Bloomberg News Auto Reporter Gabrielle Coppola explains how Chinese electric-vehicle giant BYD is flooding markets with its cars—while the US is doing everything it can to keep the booming brand out. Aparna Khurjekar, Chief Revenue Officer for Business Markets and SaaS at Verizon Business, shares the details of the company's State of Small Business Survey. Embraer CEO Francisco Gomes Neto talks about finding opportunities amid competitor challenges. Jared Dillian, Editor and Publisher of The Daily Dirtnap, discusses the markets and his investment strategy. And we Drive to the Close with Aaron Kennon, CEO at Clear Harbor Asset Management.
    Hosts: Carol Massar, Tim Stenovec and Molly Smith. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    45 mins
  • Rolling Out Autonomous Robot Delivery Via Uber Eats
    Oct 17 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Ali Kashani, CEO at Serve Robotics, discusses the company's autonomous sidewalk delivery robots used by Uber Eats. Richard Schenkel, Founder and Executive Chairman of Restaura Hospitality Group, talks about providing dining services to behavioral health and specialty residential facilities.
    Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    20 mins
  • Morgan Stanley Shift Bears Fruit, Momentum Slows
    Oct 16 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Bloomberg Intelligence Senior Global Banks Analyst Alison Williams explains why Morgan Stanley may keep its tilt toward wealth and asset management under CEO Ted Pick, continuing the shift made by predecessor James Gorman. Bloomberg Businessweek Editor Brad Stone provides the details of his Businessweek Magazine story US Presidential Candidates Show Little Appetite for Big Ideas. Tom McGee, President of ICSC, discusses the firm's 2024 Holiday Shopping Intentions Survey. And we Drive to the Close with Nancy Tengler, CEO and CIO at Laffer Tengler Investments.
    Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    35 mins
  • Elevating Free Speech to Advance Equality and Democracy
    Oct 16 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Dr. Mary Anne Franks, Professor in Intellectual Property, Technology, and Civil Rights Law at George Washington University, discusses her book Fearless Speech: Breaking Free from the First Amendment. Jade Huang, CIO at Calvert Research and Management, talks about ESG investing and the 20th anniversary of the firm’s Women’s Principles.
    Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    28 mins
  • BofA Shares Rise After Beat on Net Interest Income
    Oct 15 2024

    Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Cheryl Pate, Senior Portfolio Manager at Angel Oak Capital, shares her thoughts on earnings results from Bank of America, Citi and Goldman Sachs. Amy Price, President at BGO and Bloomberg News Markets Correspondent Abigail Doolittle discuss investing in commercial real estate. Bloomberg News Reporters Mackenzie Hawkins and Ian King provide the details of Biden administration officials thinking about capping Nvidia AI chip sales to some countries. And we Drive to the Close with Jayson Bronchetti, CIO of Lincoln Financial.
    Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

    See omnystudio.com/listener for privacy information.

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    38 mins