Bloomberg Intelligence Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop
Feb 15, 2024
Bloomberg Intelligence analysts and experts discuss Deere's disappointing profit outlook and U.S retail sales. They also analyze the market, commercial real estate, and cognitive biases in financial decision-making. The podcast covers Cisco's business model, AI growth, and potential shift to Ethernet.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Deere's Performance and Outlook
01:33 • 13min
Market analysis: Big cap tech vs. smaller mid caps and value stocks
14:33 • 5min
Investment Approach and Global Market Analysis
19:20 • 6min
The State of the Commercial Real Estate Market
25:00 • 8min
Understanding Cognitive Biases in Financial Decision-Making
33:19 • 2min
Cisco's Business Model and Stock Performance
35:18 • 7min
Predicting Growth of AI in Cisco and Potential Shift to Ethernet
42:44 • 2min