

US Tech Earnings, Commercial MBS Bonds Go Bust
Nov 1, 2024
Guest
Steve Mann
Guest
Rhett Buttle
Guest
Alison Williams
Guest
Carmen Arroyo
Guest
Corey Cantor
Guest
Sam Fazeli
Guest
Mandeep Singh
Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Tech Titans and Market Dynamics
02:12 • 10min
Q4 Insights: Pharmaceuticals and EV Market Dynamics
12:11 • 4min
Navigating the EV Landscape: U.S. Challenges and Chinese Competition
15:47 • 10min
Exploring the Fragility of Commercial Mortgage-Backed Securities
25:50 • 1min
Challenges in Commercial Mortgage-Backed Securities
27:19 • 11min
Concerns of Political Instability and Economic Risk
38:41 • 3min