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Michael Halen

Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, providing expertise on McDonald''s earnings and the restaurant industry.

Top 10 podcasts with Michael Halen

Ranked by the Snipd community
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23 snips
Oct 25, 2024 • 38min

BI Weekend: US Earnings, Disney’s Succession

Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.
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5 snips
Oct 29, 2024 • 47min

McDonalds Sales Fall, US Tech Earnings

Michael Halen, a senior analyst at Bloomberg Intelligence, dissects McDonald's recent sales challenges, including an E. coli outbreak and competition pressures. Gene Munster shares insights on U.S. tech earnings, detailing the impact of AI on giants like Google. Neil Grossman offers a market outlook influenced by the upcoming elections, while Ellen Wald discusses how geopolitical factors are affecting global oil prices. Their conversations reveal dynamic strategies within the food and tech sectors, providing a roadmap for investors navigating current economic terrain.
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May 3, 2024 • 39min

Amazon Earnings, Musk in China, Intel in Ohio

Bloomberg Intelligence podcast features Anurag Rana on Amazon's AI growth, Craig Trudell on Tesla in China, Michael Halen on McDonald's strategy against competitors, and Herman Chan on New York Community Bank's challenges. Max Chafkin discusses Intel's $28B investment in Ohio, and Pol Lezcano talks about potential US tariffs on solar imports.
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Oct 23, 2024 • 45min

McDonalds E. Coli Outbreak, Boeing Earnings

Michael Halen, a seasoned analyst in the foodservice industry, discusses the implications of a recent E. coli outbreak at McDonald's and its effects on consumer trust. George Ferguson shares insights into Boeing's struggles with debt and cash flow amid their latest earnings report. Carol Pepper provides a market outlook focused on growth stocks, while Wendy Thomas, CEO of SecureWorks, talks about their acquisition by Sophos and the evolving cybersecurity landscape. Kiel Porter highlights safety challenges at Rivian's manufacturing plant.
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Sep 13, 2024 • 38min

BI Weekend: Commerzbank Move, Apple’s Rise

This week features Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discussing the implications of the upcoming U.S. elections on corporate strategies. Michael Halen, a Senior Restaurant and Foodservice Analyst, shares insights on Starbucks' new CEO, Brian Niccol. Philip Richards, an expert in European banking, analyzes UniCredit’s unexpected move for Commerzbank. Finally, the talk shifts to Apple’s transformation into a $3.4 trillion powerhouse, addressing regulatory challenges and innovation in a competitive climate.
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Jul 29, 2024 • 44min

McDonalds Sales Fall, Bitcoin Latest

Michael Halen, a senior restaurant and foodservice analyst, discusses McDonald's recent earnings challenges and the need for a strategic overhaul. Mary Ann Bartels shares insights on market conditions and potential rallies in tech and infrastructure. Mike McGlone highlights Bitcoin's surge amid changing sentiments towards cryptocurrency, linked to pro-crypto influences. RJ Gallo examines the fixed income market outlook, emphasizing the impact of Federal Reserve policies and economic indicators, while cautioning about investment volatility.
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Jun 28, 2024 • 38min

Apple EU Warning, Carnival Earnings

Guests discuss Apple facing EU warning over App store abuses, China's perks for German carmakers to stop EV levies, midyear outlook for North America Restaurants, Archegos' last 72 hours, Carnival earnings, global carbon market trends
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Jun 24, 2024 • 46min

CDK Hack, Apple EU Warning

Experts like Steve Man and Tamlin Bason discuss EVs and Apple's EU warning. Loreen Gilbert shares market outlooks while Michael Halen gives insight on North America's restaurant industry. Mike Hyter talks about important issues faced by the Executive Leadership Council.
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Apr 30, 2024 • 39min

US Consumer Confidence Slumps , Paramount Earnings, Tech Preview

Chief Economist Dana Peterson discusses US consumer confidence trends, while Gene Munster previews Amazon and Apple earnings. Media analyst Geetha Ranganathan recaps Paramount earnings. Market strategist Chris Watling dives into market trends and investment strategies, including tech stock volatility and potential market correction.
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Mar 15, 2024 • 36min

Adobe Tumbles Most Since 2022

Topics include Adobe's stock drop, Boeing's performance, consumer sentiment, market strategy, Fed rates, election impact on stocks, McDonald's outage, and restaurant industry challenges.