Steve Man

Henrietta Treyz, Managing Partner at Veda Partners, discusses the complexities of President Trump's tariffs and their potential impact on agriculture and trade. Sarah Ponczek of UBS analyzes the fluid market outlook amidst escalating tariff tensions, signaling a possible cycle of retaliation. Steve Man, a Bloomberg analyst, highlights the automotive industry's response to these tariffs and the challenges of reshoring production, revealing how these factors could reshape U.S. manufacturing and job creation.

Global analysts discuss Tesla's delivery miss and EV market outlook. Apple's stock performance, future prospects, and market challenges analyzed. Regulatory pressures, economic changes, and sector resilience explored. Rising bond yields, Fed rate cuts, and investment strategies discussed. Lucas Tomicki shares insights on investing in quality companies and shorting indexes.

Steve Mann analyzes potential U.S tariffs on China EVs, Joanne Hsu discusses consumer sentiment data, Kim Forrest shares market outlook, and Allan Schweyer talks about job satisfaction post the 'Great Resignation'. They delve into tariffs impact, consumer trends, market projections, and worker satisfaction in a lively and insightful discussion.

Timothy Fiore discusses positive manufacturing data trends, Lee Klaskow analyzes UPS and FedEx outcomes, Carol Pepper shares market outlook, Steve Man delves into Tesla worries

Geetha Ranganathan recaps Disney earnings, Alison Williams discusses UBS earnings, Steve Man talks about Tesla layoff fears, Christopher Ciolino discusses Caterpillar earnings, Deborah Aitken discusses Estee Lauder workforce cuts, and Michael Halen talks about how the Mideast war is affecting McDonald's sales.

This discussion features Steve Man, a global autos analyst specializing in Tesla's market performance, and Nathan Dean, a senior policy analyst focused on tariffs and politics. They delve into Tesla's alarming 13% sales drop, exploring market dynamics and challenges from competitors. The conversation transitions to TikTok, highlighting the urgency around its potential sale to US investors amid regulatory pressures. Dean also reveals insights about Elon Musk's diminishing advisory role in the political landscape tied to trade tariffs.

Nathan Dean, a Senior Policy Analyst, discusses the implications of Kamala Harris potentially becoming president after Biden's exit. Steve Man shares insights on Tesla's record earnings and its future strategies, while Lee Klaskow analyzes UPS's disappointing quarterly performance. Mandeep Singh highlights Alphabet's strong AI investments, contrasting its growth with competitors like Meta. The talk also covers Spotify's impressive financial performance and challenges facing Comcast and AstraZeneca amid shifting market dynamics.

Experts in autos, tech, and finance discuss Tesla and Alphabet earnings, commercial real estate challenges, and Wall Street donors backing Vice President Kamala Harris, including insights on AI, EV models, stock valuation, and market strategies.

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

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.