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.

Dana Telsey, a retail queen and founder of Telsey Advisory Group, discusses inflation's impact on consumer behavior and how brands are adapting. Greg Roman from the Middle East Forum reveals insights on U.S. relations with the Gulf states. Joshua Ballard talks about revitalizing U.S. magnet manufacturing and reducing reliance on Chinese supplies. Mike Regan shares the latest on Coinbase's turbulent crypto landscape. Former Governor Jay Inslee emphasizes urgent action against climate change and the job opportunities it presents.

Dana Telsey, Chief Research Officer at Telsey Advisory Group, shares valuable insights into today's consumer landscape. She discusses how rising tariffs and inflation are contributing to a historic drop in consumer sentiment. Telsey highlights the pressing challenges retailers face in adapting to these economic pressures. The conversation also touches on how brands like Steve Madden and Birkenstock are strategizing amidst these uncertainties. Tune in for a fascinating look at the intersection of consumer behavior and economic policy!

Doug Ciocca, CEO of Kavar Capital, discusses market dynamics, highlighting volatility amid high stock values and the implications of Federal Reserve policies. Ed Ludlow analyzes Nvidia's $2 billion investment to boost chip-design efficiency and the tech sector's competitive landscape. Christina Lee addresses rising risks in the private credit market, suggesting caution amid higher leverage. Dana Telsey shares insights on Black Friday performance, noting trends in consumer behavior and the impact of product innovation on retail success.

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.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, analyzes market leadership shifts, emphasizing the importance of equal-weight S&P earnings as it relates to semiconductor cycles. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, shares insights on Fed policy impacts and highlights potential rate cuts in 2026 amid evolving liquidity conditions. Retail analyst Dana Telsey discusses strong holiday performance, contrasting the successes of off-price retailers with the challenges faced by giants like Target.

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.

Dana Telsey, CEO of Telsey Advisory Group, shares her insights on the retail sector as 2025 concludes. She highlights a strong holiday season spurred by innovative products and variable demand. The episode dives into Walmart's tech upgrades versus Target's struggles, and the rising success of off-price retailers like TJX. Telsey also discusses the contrasting fates of Saks and Macy's, portraying Macy's as a promising investment with strategic shifts. Lastly, she foresees retail price hikes but assures consumers will still seek out new must-have items.