

Jobs Report Sell-off, Intel’s Half-Century Slump, Databricks CEO Exclusive 8/2/24
Aug 2, 2024
Sahm, the economist behind the Sahm Rule, breaks down July's disappointing jobs report and its implications for a looming recession. She shares insights on how these troubling indicators could influence Federal Reserve policies. Pat Gelsinger, CEO of Intel, reveals the company's struggle amidst its worst performance in half a century. The discussion highlights Intel’s strategic adjustments and operational challenges, all set against a backdrop of tech sector turbulence as firms navigate tightening market conditions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Navigating Economic Uncertainty
03:49 • 22min
Market Shifts and Intel's Challenges
25:29 • 5min
Analyzing Operational Efficiency and Strategic Portfolio Adjustments
30:19 • 2min
Tech Company Struggles Amid Market Sell-off
32:25 • 4min
Navigating Mega Cap Tech Amidst AI Evolution
36:04 • 11min
Sustained Growth and Smart Expansion Strategies
47:16 • 2min