Bloomberg Businessweek Fed Decision, Tech Earnings and Musk Versus Dimon
Jul 26, 2023
Jon Erlichman breaks down Meta's earnings, James Cakmak recaps big tech earnings, and Jenny Surane discusses Elon Musk's plan to take on Dimon. Brian Jacobsen analyzes Chair Powell's remarks and explores the impact of mortgage rates on GDP growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Meta's Financial Performance and AI Focus
02:03 • 15min
Earnings Season and Portfolio Strategy
17:27 • 2min
Nvidia's Earnings and Multiple Expansion
19:08 • 4min
Super Apps and the Challenges for Big Tech in Entering the Financial Services Space
23:28 • 4min
Elon Musk's Background and PayPal's Evolution
27:38 • 5min
Analysis of Chair Powell's Remarks
32:47 • 6min
The Impact of Mortgage Rates and New Housing Construction on GDP Growth
39:05 • 2min