Bloomberg Businessweek GM Sees Higher Profits Ahead as 2023’s Problems Recede
Jan 30, 2024
General Motors beats Wall Street expectations and expects higher profits this year. The FOMC rate decision is previewed. Siggi's digital detox program is discussed. American workers struggle to save enough. Alphabet and Microsoft earnings breakdown. Villere & Co's portfolio performance is analyzed. Palomar Holdings is evaluated as a promising business.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
GM's Struggle with EV Production and Strong Core Business
01:47 • 10min
The Impact of Inflation on the U.S. Economy
11:56 • 12min
Speculating on Jay Powell's upcoming speech
23:44 • 4min
PayPal's Workforce Reduction and Siggie's Yogurt Digital Detox Campaign
28:13 • 13min
The Impact of Chat GPT on Google Search and the Challenges It Presents
40:47 • 9min
AMD's Q1 Adjusted Gross Margin and Revenue Growth
49:21 • 4min
Performance of Villi Equity Fund and Importance of Tech Stocks
53:12 • 6min
Analysis of Palomar Holdings and Stock Performance
59:27 • 2min