Ken Shea
Senior consumer products analyst at Bloomberg Intelligence focused on beverage companies and consumer trends, providing analysis on Constellation Brands and the ready-to-drink protein market.
Best podcasts with Ken Shea
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Jan 8, 2026 • 24min
Trump Demands More Defense Spending But Threatens Biggest Firms
Ken Shea, a senior consumer products analyst, discusses Constellation Brands' earnings amidst market challenges and the growing trend of ready-to-drink protein beverages. Jeffrey Langbaum, a senior REIT analyst, explains Trump’s proposal to limit institutional buyouts of single-family homes, arguing that supply shortages, not buyers, drive affordability issues. George Ferguson, an aerospace and defense expert, analyzes Trump’s demand for increased defense spending, warning about investor concerns over corporate strategy and potential regulatory impacts.
Oct 10, 2023 • 46min
Israel Latest, Bond Market, Pepsi Earnings, and SBF
Israel-Hamas war, bond market rout, PepsiCo earnings, breakdown in potential deal between Saudi Arabia and Israel, impact on oil amid the war in Israel, Chevron's exposure, XM-Pioneer potential deal
