Bloomberg Businessweek

XPO's Jacobs Talks Logistics, Economics and Geopolitics

Oct 4, 2023

Brad Jacobs, Chairman at XPO, discusses logistics, economy, and his forthcoming book. Rose Stuckey Kirk talks about technology helping underrepresented people. Brett Pulley shares details of Tyler Perry's media empire. Topics include reducing carbon emissions, social responsibility initiatives, automation in warehouses, and fiscal stimulus.

46:58

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Quick takeaways

Market volatility is driven by emotions and caution is advised due to potential fragility and uncertainty.

A soft landing for the economy is still possible with strong fiscal stimulus and positive growth indicators, but consumer behavior and economic data need to be closely watched.

Continued market volatility is expected through the end of the year due to fiscal stimulus, data releases, geopolitical events, and potential policy changes.

Deep dives

The equity and bond markets are oversold

According to Carol Schleif, CIO at BMO Family Office, both the equity and fixed income markets are oversold. She notes that recent market volatility has pushed prices to extreme levels, with emotions driving the markets to the edges. While there are underlying strengths, such as fiscal stimulus and positive growth in small and midsize companies, caution is advised due to potential fragility and uncertainty in the market.

Introduction

3min

The Uncertainty of Yields and Interest Rates

15min

Automation of Warehouses and Tech-forward Brokerage Platform

4min

Reducing Carbon Emissions, Verizon's Social Responsibility Initiatives, and Climate Resilience Prize Winners

2min

Verizon's Commitment to Social, Economic, and Environmental Advancement

16min

Discussion on Reducing Carbon Emissions and Intelligent Automation

2min

Oversold Markets and the Importance of Fiscal Stimulus

6min

Exploring the Potential of Artificial Intelligence and Government's Technological Plans

3min

Brad Jacobs, Chairman at XPO, discusses the business of logistics and the economy as well as his forthcoming book How to Make a Few Billion Dollars, Bloomberg News Rates Reporter Michael McKenzie also joins the conversation. Rose Stuckey Kirk, Chief Corporate Social Responsibility Officer at Verizon, talks about how technology can help underrepresented people. Bloomberg News Atlanta Bureau Chief Brett Pulley shares the details of his Bloomberg Businessweek cover story Hollywood Ignored Tyler Perry, So He Built His Own Media Empire. And we Drive to the Close with Carol Schleif, CIO at BMO Family Office.
Hosts: Carol Massar and Molly Smith. Producer: Paul Brennan.

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Bloomberg Businessweek

XPO's Jacobs Talks Logistics, Economics and Geopolitics

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The equity and bond markets are oversold

Potential soft landing for the economy

Volatility expected through year-end

Tech stocks continue to lead the market

Balanced approach recommended for investors

Remember Everything You Learn from Podcasts