

Conoco Deal, American Air Guidance, Musk Empire
May 31, 2024
Vincent Piazza discusses ConocoPhillips acquiring Marathon Oil. Anurag Rana talks about Apple's China iPhone shipments. George Ferguson shares insights on American Airlines profit guidance. Kurt Wagner explores Elon Musk's distractions across his empire.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 1min
Exploring Conoco Phillips' Acquisition of Marathon Oil and Energy Industry Trends
01:30 • 3min
Energy Sector M&A Deal and Apple in China and India
04:23 • 8min
Analysis of Apple iPhone Upgrade and Succession Planning at Apple
12:22 • 2min
American Airlines' Disappointing Guidance and Industry Trends
14:03 • 4min
Challenges and Progress in the US Offshore Wind Industry
18:09 • 2min
Efficiency and Challenges of Offshore Wind Power Projects
19:56 • 13min
Analysis of Supply Chain Issues and Elon Musk's Empire
32:54 • 2min
Unraveling the Muskonomy
34:47 • 4min
Elon Musk's Tesla Pay Package Debate and its Impact on His Investments
38:17 • 2min