

Closing Bell Overtime: Southwest CEO Takes On Activist Elliott; Time To Invest in China? 9/26/24
Sep 26, 2024
Bob Jordan, CEO of Southwest Airlines, shares his new three-year plan aimed at boosting profitability while addressing activist investor Elliott Management's concerns. Ruchir Sharma, Chairman of Rockefeller International, expresses skepticism about the sustainability of the recent rally in Chinese stocks despite government stimulus measures. Joe Feldman from Telsey reacts to corporate earnings, particularly Costco's mixed performance, while discussing market trends and investment strategies amidst economic challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 6min
Investment Strategies and Energy Market Dynamics
05:48 • 3min
Market Trends: Semiconductors and Chinese Stocks
09:07 • 7min
Navigating China's Economic Challenges and Emerging Market Opportunities
15:53 • 4min
Navigating Business and Economic Strategies
20:11 • 3min
Costco's Performance and Southwest Airlines Outlook
22:45 • 15min
Navigating Challenges and Optimizing Future Growth in Airlines
37:29 • 3min
Southwest Airlines: Leadership Challenges and Market Reflection
40:49 • 3min
Supermicro's Stock Plunge Amid Accounting Violations
43:51 • 3min