Walter Piecyk

Gargi Chaudhuri is the Chief Investment and Portfolio Strategist for the Americas at BlackRock, and Walter Piecyk is a Partner at Lightshed Partners. They dive into the implications of Fed Chair Jay Powell's recent conference and the expected rate cuts in 2025. Chaudhuri discusses the S&P outlook and equity strategies, while Piecyk previews Apple's earnings amidst concerns over innovation challenges and the impact of talent departures. The duo also explores the complexities of navigating stagflation and the dollar's depreciation on investment strategies.

Walter Piecyk, a partner at LightShed Partners, shares his sharp insights on Apple's recent $200 billion market cap loss, largely due to challenges in China and government restrictions. He discusses how geopolitical tensions with China and competition from Huawei are reshaping Apple's position. Piecyk also dives into the complexities of forecasting Apple’s future valuations amid growing risks and offers thoughts on the mixed anticipation for the iPhone 15. Additionally, he touches on the evolving landscape of sports broadcasting amid Charter's disputes.

In this discussion, telecom analyst Walter Piecyk shares his insights on the intense rivalry between Waymo and Tesla in the robotaxi market. Waymo's bold expansion into Denver and Seattle is spotlighted, along with regulatory hurdles it faces in politically challenging cities. Tesla's new Robotaxi waitlist captures attention, skyrocketing in app charts. The conversation also touches on NHTSA's regulatory changes to expedite autonomous vehicle commercialization and highlights Torc's financial challenges as Daimler Truck seeks funding.