Dana Telsey

Dana Telsey, CEO of Telsey Advisory Group, shares her insights on Walmart's impressive stock surge, drawing parallels to big tech trends. She discusses Walmart's successful strategies, including its appeal to higher-end customers and innovative products like the viral 'Wirkin' bag. The conversation also delves into the shifting landscape of luxury retail, exploring major players like LVMH and Chanel, and highlights differing approaches between Walmart and Target as they navigate evolving consumer preferences.

Equities outlook for 2024 with Lori Calvasina, RBC Capital Markets Head of US Equity Strategy. Dana Telsey discusses record-high Black Friday sales. Aaron David Miller provides insight on the Israel-Hamas war. Torsten Slok analyzes the Fed's rate policy. Steve Schwarzman shares buying opportunities in European real estate.

Mario Centeno, a member of the ECB Governing Council, discusses Europe's need for stronger global leadership. He emphasizes that Europe must move from a passive role to a proactive stance amid shifting economic dynamics. Dana Telsey, CEO of Telsey Advisory Group, shares insights on retail trends, highlighting her top pick, TJX, as a value leader for the holiday season. They explore the impact of federal policies on consumer behavior, the implications of economic indicators, and evolving strategies among retailers in a changing market landscape.

Tiffany Wilding, a Managing Director at PIMCO, Dana Telsey, CEO of Telsey Advisory Group, and Amanda Lynam, Head of Macro Credit Research at Blackrock, dive deep into the current economic landscape. They discuss retail sales growth and employment trends signaling stability while addressing consumer spending disparities. The conversation highlights innovative practices in beauty retail, the rising demand for sustainable products, and the contrasting strategies of companies, including Walmart and luxury brands. They also touch on the importance of adapting to consumer behaviors, particularly in China.

Stuart Kaiser notes equities may be topping out; Greg Peters predicts above trend default and distress activity; Carl Riccadonna sees headwinds emerging for retail sales; Dana Telsey discusses Target and TJX earnings.

Eric Freedman, Chief Investment Officer at US Bank, shares insights on the risk of a reacceleration in the economy as the crucial payroll report approaches. Claudia Sahm, Chief Economist at New Century Advisors, forecasts further labor market softening and discusses the Fed's impending rate decision. Dana Telsey, CEO of Telsey Advisory Group, analyzes the consumer landscape, highlighting challenges for retailers amidst evolving spending behaviors. Together, they unpack the intricate dynamics of inflation, market vulnerabilities, and consumer confidence.

Brown University professor discusses Trump, JD Vance. RBC Capital Markets head talks Trump trade, market volatility. Telsey Advisory Group CEO analyzes June retail sales. Whalen wraps big bank earnings. Various perspectives on economics, finance, retail trends, and market volatility.

Senior Portfolio Manager from BlackRock discusses disinflation and Fed rates. CEO from Telsey Advisory Group talks retail sales. CIO from Breakout Capital Partners shares US economy outlook and talks about capitalism in a new book.

Ed Yardeni and Dana Telsey discuss CPI and retail sales data, while Bailey Lipschultz talks about meme stock mania. Lisa Mateo covers newspaper headlines. The podcast explores stock market performance, economic outlook, retail trends, meme stocks, IPO market, financial planning, credit card benefits, workplace changes, streaming wars, celebrity pay, nostalgia, and economic indicators.

Dana Telsey recaps a busy holiday shopping season and notes moderation in consumer spending. Dan Ives predicts Apple's market cap to hit $4 trillion. Matt Miskin expects the Fed's influence over markets to decrease. Tom Tzitzouris discusses rate cuts for central banks. Norman Roule highlights escalating tensions in the Middle East.