

US Consumer Confidence Rises, Super Micro Slips
Aug 27, 2024
Stephanie Guichard, a Senior Economist at the Conference Board, discusses rising consumer confidence amid cautious optimism about the economy. Woo Jin Ho, a Senior Technology Analyst, delves into the troubling report on Super Micro Computer's accounting issues. Kathy Entwistle from Morgan Stanley shares her market outlook while Michael Shah highlights Eli Lilly's discount sales on weight loss drugs. The conversation touches on investment strategies in a shifting economy and changing consumer behaviors, even in the luxury sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Mixed Signals in Consumer Confidence and Employment Outlook
02:26 • 2min
Scrutiny and Stock Fluctuations of Super Micro Computer
03:59 • 5min
Navigating Stock Valuations and Investment Strategies
08:56 • 4min
Investing in the AI Landscape
13:07 • 11min
Pharmaceutical Pricing Dynamics and Market Trends
24:07 • 6min
Shifts in Consumer Behavior and Economic Trends
29:54 • 9min
Navigating Price Cuts and Consumer Shopping Behavior
39:11 • 2min