

CVS Ousts CEO, China Data, Netflix Earnings
Oct 18, 2024
Guest
Jonathan Palmer

Guest
Gerard DiPippo
Guest
Geetha Ranganathan
Guest
Jonathan Schanzer
Guest
Sylvia Jablonski
Guest
Raul Martynek
Jonathan Palmer, a healthcare analyst at Bloomberg Intelligence, scrutinizes CVS's CEO ousting amid its financial struggles. Gerard Dipippo provides insights on China's economic adjustments and the potential need for stimulus. Geetha Ranganathan discusses Netflix's impressive earnings and growth strategies, while Jonathan Schanzer analyzes geopolitical crises in the Middle East. Sylvia Jablonski shares market outlooks, and Raul Martynek explores trends in the data center industry, focusing on sustainability and investment opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 4min
Healthcare Challenges and China's Economic Outlook
03:36 • 6min
Analyzing China's Economic Indicators and Netflix's Strong Earnings Report
09:25 • 2min
Netflix Earnings and Future Growth
10:59 • 7min
Exploring Netflix's Subscription Strategies and Revenue Potential
17:51 • 3min
Geopolitical Shifts and Market Insights
21:04 • 13min
The Rise of ETFs in Modern Investing
34:02 • 4min
Data Center Dynamics and Energy Evolution
38:08 • 7min
Hyperscalers' Commitment to Renewable Energy
44:39 • 2min