
 Bloomberg Businessweek
 Bloomberg Businessweek BofA Shares Rise After Beat on Net Interest Income
 Oct 15, 2024 

Guest
Jayson Bronchetti
Guest
Ian King
Guest
Mackenzie Hawkins
Guest
Abigail Doolittle
Guest
Amy Price
Guest
Cheryl Pate
 Cheryl Pate, a Senior Portfolio Manager at Angel Oak Capital, discusses insights from major Wall Street bank earnings and trends in consumer credit. Amy Price, President at BGO, examines challenges in the commercial real estate market. Mackenzie Hawkins and Ian King analyze discussions around potential U.S. restrictions on Nvidia AI chip sales, while Jayson Bronchetti, CIO of Lincoln Financial, shares insights on the market's outlook as the elections approach, adding depth to the conversation about financial strategies and consumer behavior. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9 
 Intro 
 00:00 • 2min 
 Wall Street Bank Earnings and Consumer Trends 
 01:41 • 11min 
 Navigating Financial Regulatory Futures 
 12:16 • 6min 
 Navigating Real Estate in Changing Times 
 18:27 • 5min 
 Investment Focus: The Evolving Landscape of Industrial Real Estate 
 23:46 • 2min 
 Market Ripples: ASML and NVIDIA Under Pressure 
 25:24 • 6min 
 Navigating AI Chip Licenses 
 31:26 • 5min 
 Market Insights Amid Political Uncertainty 
 36:01 • 8min 
 Insights Into Market Trends and Financial Performance 
 44:04 • 3min 
