Stacey Raskon

Bernstein analyst offering insights on the semiconductor industry and the impact of government regulations.

Best podcasts with Stacey Raskon

Ranked by the Snipd community

Jan 14, 2025 • 46min

SOTS 2nd Hour: PPI Runs Cool, JPMorgan’s Leadership Change, Live: Lululemon CEO 1/14/25

Calvin McDonald, CEO of Lululemon, shares insights on the brand's recent successes and strategic growth amid rising inflation concerns. Stacey Rask dives into the semiconductor industry, discussing government regulations and their impact on companies like NVIDIA. Peter Harrell, a former National Security Council Senior Director, analyzes the implications of potential TikTok restrictions in the U.S., covering national security concerns and the shifting media landscape. The conversation includes market reactions to recent economic data and JPMorgan’s leadership changes.

Oct 28, 2024 • 42min

SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24

Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.