Drew Reading

Drew Reading, a U.S. Homebuilding Analyst at Bloomberg Intelligence, shares insights on Home Depot's latest earnings, highlighting consumer spending resilience despite economic challenges. He discusses the competitive landscape with Lowe's amid rising interest rates and market dynamics in home improvement. Additionally, the conversation touches on Elon Musk's commitment to Tesla and his decision to scale back on political contributions, revealing implications for both Tesla's leadership and the automotive industry.

George Ferguson discusses Boeing whistleblower report. Mark Bergen on Google's AI strategy. Drew Reading covers Lennar earnings. Amesh Adalja talks about flesh eating bacteria in Japan. Girish Saligram shares Weatherford's post-bankruptcy rebound. Corey Cantor shares BNEF's global EV forecast.

Senior analysts and reporters discuss Nvidia's earnings, Target's profit miss, and the $34 trillion clean energy transition. They also explore renewable energy challenges and innovative software solutions for board governance.

Craig Trudell, Bloomberg's Global Autos Editor, discusses Tesla's impressive quarterly earnings that caused a stock surge and hints at future growth prospects. Jessica Kriegel, Chief Scientist of Workplace Culture at Culture Partners, highlights Boeing's labor contract issues and the cultural shifts influencing the company. Lee Klaskow analyzes UPS's earnings, shedding light on changing consumer behaviors. Finally, Terence Kawaja delves into the transformation in the digital ad tech industry, exploring the impact of AI and the evolving landscape.

Bloomberg Legal Analyst June Grasso talks SCOTUS tax ruling. U.S Homebuilding Analyst Drew Reading discusses housing data. Technology Analyst Woo Jin Ho covers Dell's AI factory for Musk. McDonald’s competes with new promo. Hyliion CEO talks off grid power.

Experts in aviation, retail, homebuilding, and public health discuss Boeing's production challenges, U.S. consumer behavior amid economic factors, homebuilder strategies, rising cases of a flesh-eating disease in Japan, and a financial executive's journey to the C-Suite.

Guests discuss Macy's and Lowe's earnings, Volta's battery technology, chip-making machines in geopolitical context, and business risks in China. Insights on lithium industry, ASML's technology, and Federal Reserve minutes

Experts like Jennifer Bartashus, Drew Reading, and Steve Mills discuss Walmart and Home Depot earnings, China tariffs, and AI ethics in business. They dive into retail trends, e-commerce, homebuilding, and the risks of AI. The podcast offers insights on Tesla's competition in the US market and President Biden's tariffs on China.

Analysts discuss US existing home sales, economic indicators, Alaska Air earnings, and Netflix outlook. Insights on housing market challenges, commercial airline trends, private jet preferences, and Blackstone's financial performance.

Guests Drew Reading, Ira Jersey, David Kudla, and Anurag Rana discuss topics such as Home Depot's acquisition of SRS, U.S eco data and the Fed, market outlook, and Amazon's investment in Anthropic. Max Chafkin talks about Bankman-Fried's impact on the crypto industry.