AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Snipd AI
The podcast discusses the investment outlook for the new year, including potential risks and AI trends in the market. They also analyze interest rates and companies thriving on deflation. The speakers cover the acquisition of a London-based company, as well as Apple's stock performance and future prospects. They delve into the state and future prospects of the tech market, focusing on Apple. Additionally, they talk about skepticism, growth, and competition in Apple and Tesla, and the challenges of Apple's relationship with China. The hosts also discuss cruise stocks performance and consumer demand.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Cruise stocks have experienced losses in the first trading days of 2024 as investors seek new catalysts following a successful year in 2023.
- Carnival CEO Josh Weinstein highlighted the company's strong Q4 results and discussed the success of adapting to consumer demands.
Deep dives
Carnival Cruises stock slumps as investors demand fresh catalysts
Cruise stocks have experienced losses in the first trading days of 2024 as investors seek new catalysts following a successful year in 2023. Resilient consumer spending buoyed cruise stocks, with all three major cruise lines posting their best annual gains since going public. Carnival, the largest of the three, reported fourth quarter results that beat estimates and received a credit rating upgrade from S&P Global Ratings. However, investors are now looking for fresh catalysts to continue the upward momentum.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode