

SOTS 2nd Hour: Earnings Season Rolls on, and A Deep-Dive With Morgan Stanley’s CEO 10/16/24
Oct 16, 2024
Ted Pick, CEO of Morgan Stanley, shares insights on the company's strong Q3 earnings and the shifting landscape of investment banking. Barry Bannister from Stifel discusses potential market risks and valuation concerns following recent sell-offs. Mike Laufer, co-founder of Pyrus Power, delves into a groundbreaking partnership with Google centered around small modular reactors for nuclear energy. The discussion also touches on the impact of consumer behavior and technological advancements shaping financial services amidst political and economic challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Market Trends and Consumer Confidence
01:42 • 18min
Financial Insights and Energy Trends
19:36 • 3min
Nuclear Energy and Small Modular Reactors
23:01 • 10min
Partnership Insights and Current Events Update
32:33 • 3min
Analyzing Market Valuation and Inflation Risks
35:54 • 2min
Analyzing Bond Market Dynamics and Future Investment Insights
38:09 • 2min
Election Economics: Votes and Value
40:13 • 5min
Campaign Spending and Real Estate Market Dynamics
45:15 • 4min