Bloomberg Intelligence

Bloomberg Intelligence: Berkshire Earnings Jump

Feb 26, 2024

Discussion on Berkshire Hathaway earnings, market trends, Amazon's profitability, ETF investing strategies, antitrust reviews on Capital One, and cognitive biases in financial decisions. Insightful conversations on industry mergers, regulatory considerations, and global market opportunities.

46:31

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Quick takeaways

ETF investors diversify with tech, value, and small cap assets.

PASER ETFs prioritize unique strategies for competitive edge.

Focus on interest rates and earnings crucial for ETF investors in shifting markets.

Deep dives

Flows in ETFs Remain Diverse and Spread Out Across Various Sectors

ETF flows are diverse, with investors still chasing tech while also leaning towards value and small cap assets. Despite the tech trend, a broad market ETF like the S&P 500 provides good tech exposure without overcommitting to it.

Introduction

2min

Berkshire Hathaway's Cash Reserves and Investment Challenges

7min

Discussion on Market Trends and Earnings Performance Amidst Interest Rate Speculation

2min

Navigating Investment Strategies Amid Market Changes

8min

Exploring Demand for Alternative Investments and Financial Decision Biases

2min

Amazon's Profitability and Market Position Analysis

8min

Workplace Attire, Merger Blocks, and Industry M&A Predictions

2min

Antitrust Issues in Bank Deals and Regulatory Considerations

9min

Exploring Cognitive Biases in Financial Decision-Making

2min

10.

Exploring Investment Trends in ETFs and Financial Services

6min

11.

Global Market Opportunities and Warren Buffett's Moves

2min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, joins to discuss her outlook for the markets. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's strength and ongoing initiatives to boost market share and profits. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a U.S antitrust review of Capital One’s bid for Discover. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

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