Michael Morris
Guggenheim securities analyst, known for his expertise on Netflix and the streaming industry.
Best podcasts with Michael Morris
Ranked by the Snipd community
Jan 22, 2025 • 42min
SOTS 2nd Hour: Netflix Gains, Project “Stargate”, and Davos Deep Dives w/the CEOs of BNY & Williams-Sonoma 1/22/25
Michael Morris, a Guggenheim securities analyst known for his deep dive into Netflix and the streaming market, explains the recent surge in Netflix shares following impressive earnings and potential price increases. Meanwhile, Robin Vince, CEO of Bank of New York Mellon, sheds light on capital markets' role in global economic growth amidst record profits. The conversation also touches on President Trump's $500 billion Project 'Stargate' aimed at boosting AI infrastructure, revealing key market implications and winners in the tech space.
Oct 18, 2024 • 43min
SOTS 2nd Hour: Netflix Earnings, A CVS C-Suite Shake-up & Bullish Signs For Apple In China 10/18/24
Michael Morris, an entertainment and media analyst at Guggenheim, shares insights on Netflix's rising stock and profitability despite slowing subscriber growth. Angelica Peebles discusses CVS Health's leadership shakeup and its financial outlook. Steve Kovac analyzes Apple's impressive iPhone sales in China. John Stolfes offers predictions on the S&P 500, while Logan Motoshami delves into the housing market's stagnation. Emily Wilkins highlights the significant crypto spending in Ohio's Senate race, revealing the industry's political influence.
