

BI Weekend: Nvidia Earnings, Paramount Saga
Aug 30, 2024
Kunjan Sobhani, a senior semiconductor analyst, shares insights on Nvidia's earnings, highlighting revenue diversification and competitive challenges. Geetha Ranganathan, an analyst of US media trends, discusses Paramount’s financial strategies amid significant debt issues. Michael Shah, a senior pharma-biotech analyst, explains Eli Lilly's discount strategy for its weight-loss drug to boost accessibility. Gene Seroka, an executive in logistics, talks about cargo volume forecasts and the implications of shifting trade patterns from China to Southeast Asia.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Wall Street: NVIDIA and Media Sector Dynamics
01:47 • 11min
Understanding Financial Decision-Making Biases
13:15 • 2min
Eli Lilly's Strategic Shift and Port Dynamics
14:59 • 11min
Navigating Supply Chains and Retail Trends
25:39 • 6min
Consumer Spending Trends Amid Economic Challenges
31:30 • 2min
Retail Strategies and the Shift to Green Energy
33:05 • 2min
Navigating the New Oil Landscape
34:40 • 5min
Analyzing Risks and Opportunities in Oil Production
39:53 • 2min