

The Latest on Trump and Wrapping Big Bank Earnings and Retail Sales
Jul 16, 2024
Brown University professor discusses Trump, JD Vance. RBC Capital Markets head talks Trump trade, market volatility. Telsey Advisory Group CEO analyzes June retail sales. Whalen wraps big bank earnings. Various perspectives on economics, finance, retail trends, and market volatility.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Implications of J.D. Vance's Candidacy and Trump's Speech at RNC Convention
01:49 • 6min
Analyzing Risk Distribution in a Company Ahead of Earnings
07:40 • 2min
Importance of Earnings and Market Volatility
09:11 • 4min
Analyzing Capital Light Technology vs. Capital Heavy Industrial America in the Derivatives Space
13:11 • 2min
State of Luxury Retail and Brand Investing in Real Estate
15:13 • 4min
Analyzing Charge Card Data and Consumer Trends in Retail Market
19:30 • 2min
Economic and Historical Analysis of Finance, Real Estate, and Banking Sector
21:40 • 8min
Discussion on Goldman's Credit, Book Release, and Tech Partnerships
29:48 • 2min