Jody Lurie

Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, joins Bloomberg News reporter James Crombie and credit analyst Jody Lurie to delve into the complexities of commercial real estate debt. They discuss how Goldman is capitalizing on opportunities in commercial mortgage-backed securities amid market challenges. The trio also weighs the outlook for retail and leisure sectors, particularly considering the pressures on lower-income consumers. Insightful perspectives on risk management and credit analysis strategies are shared.

This week, Jennifer Bartashus, a retail staples analyst, discusses Mars' $36 billion acquisition of Kellanova, highlighting shifts in consumer behavior amid rising food costs. Redd Brown reviews Home Depot's earnings and their pivot to contractors. Jody Lurie observes challenges for Starbucks with a new CEO amid activist pressures. Yayoi Sekine explores advancements in battery technology, linking it to energy storage's future. They also touch on potential antitrust actions against Google and the transformation strategy at Victoria's Secret.

Brian Niccol, the new CEO of Starbucks and former leader of Chipotle, discusses the challenges he faces with the brand's reputation and stock performance. Deena Shanker and Jody Lurie analyze the implications of this leadership transition on both Starbucks and Chipotle. Additionally, Josh Saul dives into a climate disaster involving a broken wind turbine blade in Nantucket, highlighting community backlash. The conversation also touches on coal's resurgence amid climate concerns and the importance of strategic partnerships and generative AI in business success.

David Rubenstein, a renowned financier and philanthropist, teams up with investment expert Jody Lurie for an insightful discussion. They delve into how CEO actions shape stock performance, spotlighting Starbucks and Chipotle as striking examples. The conversation shifts to the resilience of private equity in fluctuating markets, highlighting the potential reduction in interest rates. Plus, they dissect the competitive dynamics in sports, using the Orioles and Yankees rivalry to illustrate broader business strategies.

Jody Lurie, a keen credit analyst, discusses Starbucks' CEO transition and its implications for shareholders amid evolving consumer behavior. Redd Brown breaks down Home Depot's recent earnings, highlighting consumer caution affecting big-ticket purchases. Anna Rathbun shares insights on market trends and volatility, while Kathy Winter offers a glimpse into the autonomous vehicle landscape, focusing on community engagement and urban challenges. Together, they provide a fascinating look at current financial and retail dynamics.