

SOTS 2nd Hour: Netflix Earnings, A CVS C-Suite Shake-up & Bullish Signs For Apple In China 10/18/24
Oct 18, 2024
Guest
Michael Morris
Guest
Angelica Peebles
Guest
Steve Kovac
Guest
John Stolfes
Guest
Logan Motoshami
Guest
Emily Wilkins
Michael Morris, an entertainment and media analyst at Guggenheim, shares insights on Netflix's rising stock and profitability despite slowing subscriber growth. Angelica Peebles discusses CVS Health's leadership shakeup and its financial outlook. Steve Kovac analyzes Apple's impressive iPhone sales in China. John Stolfes offers predictions on the S&P 500, while Logan Motoshami delves into the housing market's stagnation. Emily Wilkins highlights the significant crypto spending in Ohio's Senate race, revealing the industry's political influence.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Corporate Performance and Economic Insights
02:04 • 6min
Earnings Insights and Market Dynamics
08:11 • 14min
Apple's Political Tango
22:13 • 5min
Monetary Policy and Global Impacts: A Look at Inflation and International Conflicts
27:17 • 2min
Economic Impacts and Climate Risks
29:33 • 12min
Crypto's Political Influence in Ohio: A Battleground for Digital Assets
41:51 • 5min