

US Retail Sales, TSMC Earnings
Oct 17, 2024
Guest
James Thornton
Guest
Abigail Doolittle
Guest
Josh Zegen
Guest
Paul Gulberg
Guest
David Kudla
Guest
Mandeep Singh
Guest
Mari Shor
Mari Shor from Columbia Threadneedle Investments discusses surprising U.S. retail sales growth and consumer resilience. Mandeep Singh highlights TSMC's impact on AI and the tech sector. David Kudla shares an optimistic market outlook, while Paul Gulberg analyzes Blackstone's success in alternative assets. Josh Zegen and Abigail Doolittle explore commercial real estate recovery post-crisis. Finally, James Thornton reveals trends in corporate travel, emphasizing sustainability and the shift toward immersive travel experiences.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Retail Resilience and Tech Triumphs
02:12 • 12min
Tech Insights and Investment Opportunities in a Changing Market
13:45 • 2min
Retail Resilience and Economic Outlook
16:03 • 10min
Blackstone's Dominance in the Credit Sector
26:17 • 2min
Navigating the Commercial Real Estate Landscape Post-Crisis
28:06 • 6min
Elections and Banking Sector Dynamics
33:52 • 4min
Business Travel Rebound and Sustainability
37:48 • 4min
Evolving Travel Trends After the Pandemic
42:08 • 5min