
Sheila Kayalu
Jeffries aerospace analyst.
Best podcasts with Sheila Kayalu
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May 14, 2025 • 43min
SOTS 2nd Hour: Return of the AI Trade? Goldman Cuts Recession Odds, and Live: Coinbase CEO 5/14/25
Gene Sirocco, Executive Director of the Port of Los Angeles, discusses the current lack of a surge in container ship arrivals, despite rising concerns over tariffs with China. Sheila Kayalu, an aerospace analyst at Jeffries, shares insights on the booming chip stocks led by Nvidia and AMD and the hopeful signals from Goldman Sachs regarding recession odds. The conversation also touches on Coinbase's future under positive crypto regulations and Boeing's massive jet order, highlighting the evolving landscape of trade and technology.

Oct 11, 2024 • 45min
Closing Bell Overtime: Writer CEO On How They Lowered Costs For Training AI Models; Buffett’s Under-The-Radar Financials Winner 10/11/24
May Habib, Co-founder and CEO of Writer, discusses her AI startup's innovative use of synthetic data to significantly reduce costs in training models. Ryan Dietrich shares market insights, revealing trends and investment strategies amid rising earnings. Victoria Green provides commentary on financial dynamics, particularly in banking. Phil LeBeau analyzes Tesla's Cybertruck event. Ibrahim Poonawalla and Sheila Kayalu discuss the financial sector's performance and Boeing's struggles, offering a comprehensive view of current market conditions.