Bloomberg Intelligence Macy’s Beats on Profits, Lowe's Earnings
May 21, 2024
Guests discuss Macy's and Lowe's earnings, Volta's battery technology, chip-making machines in geopolitical context, and business risks in China. Insights on lithium industry, ASML's technology, and Federal Reserve minutes
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Navigating Challenges in Retail Landscape
02:01 • 10min
Analysis of Lowe's Performance and Strategy
12:01 • 6min
Analysis of Home Builders in the Housing Ecosystem
17:42 • 3min
Exploring the Evolving Landscape of Battery Technology and Supply Chain Innovations
20:21 • 8min
Insights on Battery Sourcing and Chip-making Machines in Geopolitical Context
27:51 • 3min
ASML's Technology and Geopolitical Influence
30:35 • 5min
Navigating Business Risks in China
35:45 • 5min
Analyzing Federal Reserve Minutes and Neutral Rate
40:32 • 7min
Utilizing Advanced Software Tools for Efficient Analysis of Conversations and Conference Calls
47:14 • 2min