Elliott Hill

Elliott Hill, Nike's CEO who returned from retirement, discusses his transformative vision for the company, focusing on sport-led products and revitalizing culture. He shares strategies for clearing old inventory and organizing by sport to sharpen market focus. Ruchir Sharma, a macro trends expert at Rockefeller, argues that America’s growth is increasingly tied to AI, providing insights on its economic impact and advocating for a balanced investment approach between AI stocks and international markets.

Eric Mandl, Sr. Managing Director at Guggenheim Securities, discusses the recent Fed-driven rally and a potential wave of tech mergers on the horizon. He highlights which sectors are ripe for consolidation. Elliott Hill, returning as Nike's CEO, shares insights into the company's leadership transition and its positive impact on morale and stock performance. They also examine FedEx's disappointing earnings and the broader market's adaptability amid economic shifts. The conversation touches on the growing role of AI in transforming business strategies.

Elliott Hill, the incoming CEO of Nike with extensive experience in global markets, shares his insights on navigating the company's recent challenges. He discusses the impact of rising Mideast tensions on market volatility and Nike's stock performance amidst mixed results. The conversation touches on Tesla's delivery struggles contrasted with the electric vehicle boom and the influence of consumer behavior shifts due to increasing interest rates. Hill also provides a glimpse into his vision for Nike as he prepares to step into leadership.