9min chapter

Bloomberg Intelligence cover image

Dimon Annual Letter, EV Charging Profit

Bloomberg Intelligence

CHAPTER

Strategic M&A Analysis and Market Outlook

The chapter offers insights on the unpredictability of yield indicators, the resurgence of fundamental analysis, and the forecast for M&A activities in 2024. Discussions center on challenges faced by public company boards, the impact of high financing costs on deals, and expectations of increased M&A movement in sectors like consumer brands, food, and beauty. It also explores private equity firms' readiness for M&A, addressing motivations for pursuing deals, the influence of interest rates on financing, and the potential for continued consolidation in sectors like Permian oil and gas and software.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode