Squawk on the Street SOTS 2nd Hour: Bull market anniversary, Nike’s New Era, & Smart Money’s Smart Tech 10/14/24
Oct 14, 2024
Simeon Siegel, a senior retail analyst at BMO Capital Markets, discusses Nike's new leadership under CEO Elliott Hill and the challenges the brand faces in a competitive market. Michael Kantor, chief investment strategist at Piper Sandler, shares insights on navigating high market valuations amid a robust bull market. Roger McNamee, founder of Elevation Partners, raises concerns about generative AI and its implications for the tech industry, emphasizing the need for regulation in this evolving landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 5min
Market Insights: Stocks and Economic Indicators
04:37 • 9min
Nike's Leadership Shift and Market Challenges
14:03 • 4min
Nike's Cultural Shift and Management Changes
17:35 • 4min
Nike's Market Share Challenges in a Competitive Landscape
21:15 • 3min
NVIDIA's CUDA Advantage and Global Insights
23:53 • 3min
Navigating a Bull Market: Investment Strategies Amidst High Valuations
26:59 • 4min
Navigating Market Dynamics and AI Challenges
30:48 • 16min