Bloomberg Businessweek Macy’s Delays Earnings After Worker Hid Millions in Expenses
Nov 25, 2024
Aaron Kennon, Co-founder and CEO of Clear Harbor Asset Management, discusses the ripple effects of Macy's financial mismanagement on market trends. Meridith Dennes, Managing Partner at Prospect Rock Partners, provides insights into hiring practices and bonuses on Wall Street amidst shifting dynamics. Jim Smigiel, Chief Investment Officer at SEI, explores the implications of federal spending cuts and recent political changes on investment strategies. Together, they analyze how market fluctuations and consumer behaviors evolve during this pivotal retail season.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Macy's Financial Turmoil and Market Insights
01:50 • 11min
Evaluating the Impact of Proposed Federal Spending Cuts
13:11 • 2min
Market Dynamics Post-Election and the Role of Data in Decision Making
15:10 • 3min
Navigating Wealth Management Dynamics
17:58 • 11min
Economic Insights and Marketing Intelligence
28:28 • 3min
Market Insights Ahead of Thanksgiving
31:30 • 8min
Navigating Financial Volatility and Marketing Strategies
39:09 • 2min