

BI Weekend: DirecTV, Dish Merger, Nike Earnings
Oct 4, 2024
Guest
Janet Lorin
Guest
Thomas Rowlands Rees
Guest
Brian Egger
Guest
Keith Naughton
Guest
Poonam Goyal
Guest
Anurag Rana
Guest
Geetha Ranganathan
Geetha Ranganathan, a media analyst, dives into the DirecTV and Dish merger, aiming to reshape the paid TV landscape. Anurag Rana talks about OpenAI’s impressive $6.6 billion funding, highlighting its growth potential. Poonam Goyal reviews Nike's earnings amid fierce retail competition. Keith Naughton discusses Tesla's vehicle sales surge, while Brian Egger breaks down Carnival's earnings performance. Thomas Rowlands Rees explores the Inflation Reduction Act's impact on energy, and Janet Lorin critiques Harvard's struggling endowment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
TV Mergers and AI Evolution
01:43 • 11min
Financial Stakes and Market Sentiment
12:44 • 3min
Navigating Market Challenges: Nike, Tesla, and Carnival
16:05 • 11min
Navigating Cost Drivers and Investment Opportunities
27:07 • 3min
Energy Policy and Endowment Challenges
30:22 • 11min
Financial Insights and Mental Health Awareness
41:04 • 2min