Avsnitt
-
Developments on the AI front are coming in hot and heavy. OpenAI is eyeing a huge capital raise. Microsoft is full steam ahead with a co-pilot for everything. Tesla CEO Elon Musk is whipping up humanoid robots. And bumbling lawmakers are still trying to figure out how to regulate the technology before the year 2040. And then there is a tech giant like Salesforce, which is going all in on “autonomous agents” to help unleash the power of businesses around the world. Salesforce says it’s agents could bring in big business, and usher in a whole new way of closing deals. Yahoo Finance executive editor Brian Sozzi sits down with Salesforce co-founder and CEO Marc Benioff – a champion of these agents – from inside the company’s annual extravaganza in San Francisco known as Dreamforce. How big is “Agentforce” going to be for Salesforce? Sozzi gets to the bottom of it!
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Marc Benioff joins Opening Bid
03:00-Salesforce agents vs Microsoft co-pilots
06:00-For the love of Disney
10:40-Is AI going to steal our jobs?
14:40-Terminator: biggest AI fear
20:27-Pay parity at Salesforce
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Marc Benioff is Chair, CEO, and Co-Founder of Salesforce and a pioneer of cloud computing. He is also a philanthropist, boosting healthcare and affordable housing in Hawai'i with major donations and land contributions, and has campaigned for gender and LGBTQ+ rights.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
All eyes are on the Federal Reserve as its highly-anticipated September meeting has finally arrived. The central bank is expected to cut interest rates for the first time in four years as it eyes a soft landing for the US economy in its battle against inflation. Dan Niles, Niles Investment Management founder and portfolio manager, joins Yahoo Finance anchor Seana Smith on Opening Bid to discuss how the Fed's rate-easing cycle could impact the market and why he believes a soft landing is in sight. Niles also discusses the state of AI and Big Tech as investors brace for a market rotation and look for returns on AI players' massive CapEx spending.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Dan Niles joins Opening Bid
04:00-Looking at a soft landing
08:50-Why META is Nile's favorite
14:40-Apple is always a bit late
18:00-Revenue of AI stocks aren't aligned with spend
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Dan Niles is the founder and portfolio manager of Niles Investment Management serving institutional and high net-worth investors since 1990. Before the Wall Street bell called to him, launching a 34 year-long career, Dan was an engineer, having received a Bachelor of Science in Systems Engineering from Boston University and a Master of Science in Electrical Engineering from Stanford University.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Saknas det avsnitt?
-
If you know the name Joe Lonsdale, Founder and Managing Partner of 8VC, you’ll also know of his brand of bold—as he self-describes—and sometimes controversial stances across technology, politics, and social issues. But as a billionaire, Silicon Valley-turned-Texas venture capitalist, no one can deny the incredible success he’s seen in business. He co-founded Palantir Technologies (PLTR) alongside Peter Thiel and others. That company is about to celebrate a big milestone with the announcement that it will join the S&P 500 (^GSPC). Lonsdale joined Asking for a Trend anchor Josh Lipton on Opening Bid to discuss the state of the company, how to succeed in business, why he’s supporting former President Trump's reelection bid, and his hot takes on American society.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Joe Lonsdale joins Opening Bid
00:40-Trump, Vance, and shifts in republican party
07:40-Advice to young people in tech
11:18-Shift in venture capitalist funding to defense
15:10-Talking Musk, Thiel, Zuckerberg, Levchin, Hoffman
20:55-Inaugural year of University of Austin
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Joseph Lonsdale is an American entrepreneur and venture capitalist. He co-founded companies including Palantir Technologies, Addepar, and OpenGov, and co-founded and serves as the managing partner at the technology investment firm 8VC.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Behind popular AI tools like ChatGPT, DALL-E, and Gemini lies the vast, often overlooked realm of infrastructure. From chip manufacturing to massive data centers, these facilities form the backbone of our digital landscape. However, they consume huge amounts of electricity, land, and water— all while dealing with a shortage of construction companies and workers.
In today's episode of Opening Bid, Clayco executive chairman and founder Bob Clark sits down with Yahoo Finance anchor Julie Hyman to unpack the intricate world of AI infrastructure, the broader U.S. construction landscape, and what August's jobs report tells us about the industry. As Clark puts it, "When you're paying just $100 a day for people to show up, that is a sign of a topped out labor market."
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Bob Clark joins Opening Bid
02:00-Harris has picked up independents, but how is Trump's ceiling so high?
06:00-The struggle with regulators
13:00-Wall Street to building a street
16:00-AI chip infrastructure building constraints
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Bob Clark is the founder and executive chairman of construction firm Clayco, which he started in 1984 as a college dropout. Bob has grown Clayco into one of the top full-service building firms in North America while building Clayco's commitment to the communities in which they work.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The debate Tuesday between former President Donald Trump and Vice President Kamala Harris was fiery, with both nominees hoping they won over voters with their arguments on everything from the economy to immigration. While Wall Street veteran strategist and former Wells Fargo Chief Investment Strategist Jim Paulsen, however, is more focused on the micro things, like what policies will affect individual sectors. Paulsen joined Yahoo Finance anchor Seana Smith on Opening Bid to break down what's happening in the markets, recession predictions, and expected Federal Reserve rate cuts. As far as politics go, Paulsen shared his hot take. He thinks investors should care more about split power instead of who sits in the White House. “It’s more harmful for one party to have all the power,” he explained, and would prefer a combination of parties across the three branches of government to benefit the market. All that and more on Opening Bid.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Jim Paulsen joins Opening Bid
02:30-Soft-landing and recessions look the same
08:00-The fiscal juice
14:40-Post-debate recap
18:40-Feeling like a whole new bull market
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Jim Paulsen is a retired Wall Street Economist after 40 years, and Former Wells Fargo Chief Investment Strategist. We're also big fans of his substack publication “Paulsen Perspectives”
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On the eve of the first presidential debate between Vice President Kamala Harris and former President Donald Trump, voters wait to see the two face-off. Some look for the presidential hopefuls to elaborate on policy plans, while others might tune-in for the drama and zingers; here at Yahoo Finance, we’re watching all things economics and markets. To bridge the gap between markets and the election, Evercore chairman emeritus Ralph Schlosstein joined Opening Bid, speaking with with Yahoo Finance's Julie Hyman, in for Brian Sozzi. As an avid democrat donor and a notable figure in investment banking for decades, Schlosstein explained that if Harris wins in the rapidly approaching November election, “there’s going to have to be a major discussion about taxes because all of Trump tax cuts expire in 2025.” He added, he thinks a Harris administration would have a modest effect on the markets, while the risk of market volatility is higher under another Trump administration.Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at [email protected]:00-Ralph Schlosstein joins Opening Bid03:00-Looking at Fed rate cuts06:00-Uncertainty is the enemy of M&A13:45-Corporate tax rates must still be competitive, globally22:30-What it's like being husband to US Ambassador to the UK, Jane HartleyYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Ralph Schlosstein has been a notable figure in the field of investment banking for more than four decades. He is chairman emeritus of Evercore, a leading global independent investment bank in New York City. Learn more about your ad choices. Visit megaphone.fm/adchoices
-
Not many banks can say they are America’s oldest bank. In fact the only one who could lay claim to that title is BNY, founded 240 years ago by Alexander Hamilton. BNY has gone from its storied lineage tied to Hamilton and banking titans in the Mellon family, to a financial institution that oversees $50 trillion in assets. The company is a powerhouse in the business of wealth management, and is the country’s largest custodian. Interestingly, it still doesn’t operate a retail bank – hence making it lesser known than JP Morgan, Citi and Bank of America. Yahoo Finance executive editor Brian Sozzi sits down for a chat with BNY CEO Robin Vince. Besides sharing a history listen on the storied bank, the British-born Vince reveals his biggest financial system concern and the impact to stocks as the Federal Reserve prepares to embark on interest rate cuts. As icing on the cake, Vince shares his thoughts on the impact of new artificial intelligence on the banking system and crypto – and likely your life.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Robin Vince joins Opening Bid
04:00-What this company has learned in it's 240 years
08:00-Personal advice: don't try to have it all
12:00-Looking at interest rate cuts
16:00-Smaller banking institutions can serve some communities better
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Robin Vince is the President and Chief Executive Officer at BNY and a member of its Board of Directors.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The year end is fast-approaching for investors, and the waters are getting rocky. Stocks experienced their first growth scare in early August as recession fears resurfaced out of the blue. Markets stabilized by month’s end. But the one-two punch of disappointing earnings out of AI darling Nvidia and weakening US economic data has markets back in a tizzy in September. Back top of mind with investors: will the economies low sharply in 2025, and how much. The fears around growth have investors clamoring for a 50 basis point rate cut from the Fed in September, which is unlikely to happen. Sprinkle in Election Day nearing, and investors look to be in a state of confusion. Yahoo Finance executive editor Brian Sozzi talks with State Street Global Markets head of equity research Marija Veitname in a bid to make sense of this confusion. Vietnam serves up her top investment strategies, and also walks investors through how to build success models in such a topsy-turvy backdrop for the markets.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Marija Veitname joins Opening Bid
04:00-Looking at market volatility
07:30-What rate cuts mean for the stock market
14:30-Pushing US investors to think globally
18:30-The 'election factor' in data
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Marija Veitmane is a Head of Equity Research at State Street Global Markets. She has worked in the research team since its inception two decades ago.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Not many people know former president Donald Trump like Wilbur Ross. Ross has known Trump for decades first as a real estate mogul and then as his boss, serving in the capacity of US Commerce Secretary. As a member of Trump’s cabinet, Ross was instrumental in pushing through tariffs on China and helping to usher in lower taxes for businesses and households. Yahoo Finance executive editor Brian Sozzi goes in-depth with former US Commerce Secretary and long-time businessman Wilbur Ross. Ross takes Sozzi inside the thinking of the former president on all things business, including tariffs on China and the Federal Reserve. Ross also weighs in on what a second Trump presidency may look like and why. Ross – the author of the new book Risks and Returns: Creating Success in Business and Life – goes onto discuss the potential impact of higher taxes and more regulation on business should vice president Kamala Harris win the White House.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Wilbur Ross joins Opening Bid
01:00-Wilbur Ross' new book 'Risks and Returns: Creating Success in Business and Life'
07:00-Early lessons in business
15:00-Taxes taxes taxes
20:00-What a Trump vs Harris presidency could mean
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Wilbur Ross is an American businessman who served as the 39th United States secretary of commerce from 2017 to 2021.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The stock market has bounced back from the growth scare that ensued earlier in August. To many folks on Wall Street, the sell-off was overdone and opportunities continue to exist into the fall. There are certainly catalysts to warrant the more upbeat assessment on risk assets: the Fed may cut rates in September and Corporate America continues to churn our healthy profits. Yahoo Finance executive editor Brian Sozzi drills into all things stock market with Raymond James CIO Larry Adam. Adam not only has his pulse on the markets from the opening bell to the closing bell, but he is tasked with providing top level insights to wealthy investors around the world. Adam tells Sozzi he remains bullish on tech stocks, but is more cautious on consumer discretionary names such as Disney and AirBNB. Small-cap stocks could be worth nibbling at ahead of Fed rate cuts this fall, which could boost the economy, fancies Adam.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Larry Adam joins Opening Bid
00:16-Today's market minute
04:30-The problems with panic-selling
08:30-Proactive rate cuts
13:11-Election breakdown
16:30-Investor advice
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Larry Adam is the Chief Investment Officer at Raymond James.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia comes with its expectations for financial greatness every single quarter. Yahoo Finance executive editor Brian Sozzi chats with veteran tech investor and analyst Paul Meeks to get his thoughts on Nvidia’s coming earnings report and what its future may hold. Meeks reminds investors that there are other great tech stocks to own besides Nvidia such as retail investor favorite Super Micro. Meeks adds that humanoid robots may not be a big thing, and as such Tesla’s Elon Musk is simply distracting investors from bad EV results.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Paul Meeks joins Opening Bid
04:00-What to expect of Nvidia earnings
09:00-Where to get in and out on Nvidia
12:00-How do investors know when we're hit the tech top?
16:00-Comparing AI 1.0 to 2.0 plays
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Paul Meeks has covered the technology industry as an analyst and manager since 1992, and has worked as the CIO and Portfolio Manager of Harvest Portfolio Management for 37 years.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
When isn’t Tesla’s stock a lightning rod for sharp opinions from both bulls and bears!? Now is one of those moments where views from each passionate camp are coming in hot and heavy. On the one side, you have a Tesla retail investor like Alexandra Merz saying on the Opening Bid podcast that Tesla’s stock is severely undervalued. “I’m very convinced this [stock] goes to $5,000 or $10,000 [long-term] once people understand what Tesla is all about,” Merz said. On the other side of the coin there are those less enthusiastic about the stock as Elon Musk voices continued support for former President Donald Trump. The company is also dealing with more sluggish sales of EVs as hybrids return to the forefront. So who is right and who is wrong on Tesla’s wild stock? Yahoo Finance Executive Editor Brian Sozzi goes in-depth with Gerber Kawasaki Co-Founder, CEO and CIO Ross Gerber. Gerber is a Tesla investor, but has had no problems calling out the company’s problems…and Musk.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Ross Gerber joins Opening Bid
00:15-Market Minute
03:00-Tesla evaluation on X is just wrong
08:30-How do we know the robots won't kill us?
12:00-EV loving liberals trumped by magas and Trump
16:40-Sensitive innovators
20:00-The Nvidia guy
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
As the co-founder, president, and CEO of Gerber Kawasaki Wealth and Investment Management, Ross Gerber and his team oversee $2.2 billion in investments. He is also a regular media contributor, and his company is very popular on social media.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
A sense of calm has returned to markets after a volatile start to the month. But that doesn’t mean the coast is clear. Pros that Yahoo Finance are speaking with are gearing up for a volatile September for markets amid the looming presidential election and a new Fed meeting, where the monetary policy stewards may cut interest rates. So what’s the play for your portfolio with this unknown backdrop? Yahoo Finance executive editor Brian Sozzi and Yahoo Finance ‘Market Domination’ host Julie Hyman talk at length with Blackrock chief investment officer of fixed income Rick Rieder. In this Opening Bid episode, Rieder shares his top volatile trades and offers perspective into how markets may trade around the election.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Rick Rieder joins Opening Bid
04:00-Evaluating the market calm
08:00-Looking forward to seasonal events
11:30-Early slowing signals
17:00-Breaking down BINC: BlackRock's Flexible Income ETF
18:00-Looking at Gen X at 'net savers'
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
As CIO of Global Fixed Income and Head of the BlackRock Global Allocation team, Rick Rider talks across equities and fixed income.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Are Tesla and Ford friends or foes? What stocks doest Howard Buffett trade? Can Nvidia keep the trend moving up up up?
The summer might be coming to a close, but we're just getting started. This week marks 4 months and our 40th episode since we launched this podcast, so we're bringing you our favorite big moments from the pod so far: from interviews with Jim Farley and Howard Buffett, to big stocks wrap-ups! Like, follow, and subscribe to stay-tuned for more great content.
Plus, a new week means fresh market news to digest. We're looking at Goldman Sachs (GS), Chipotle (CMG), McDonald's (MCD), and more. Look out for that at the top.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Special episode on Opening Bid
00:10-Today's market digest
02:11-Nvidia: EMJ Capital founder Eric Jackson
05:52-Elon and Tesla: L&F Investor Services CEO Alexandra Merz
09:35-Starbucks vs. Chipotle: Former Medtronic CEO Bill George
13:09-Ford CEO Jim Farley
15:49-Affirm founder and CEO Max Levchin
19:01-Howard G. Buffett Foundation Howard Buffett
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
It’s not easy being a leader. Some would argue that you were either born a leader or not. The same could be said for being a great supporting coach to a hard-charging leader. Enter executive fellow at Harvard Business School and former Medtronic CEO Bill George. George is viewed by those in the C-suite as one of the most successful CEOs to ever have done it. While driving major growth at the healthcare device company, George has been able to also serve on the boards of the world’s largest companies such as Target and ExxonMobil. Since leaving Medtronic as CEO in 2002, George has focused on spreading leadership lessons learned from a career that started in the Defense Department in the mid 1960s. Based on his experience, George thinks Vice President Kamala Harris picked the right running mate in Minnesota governor Tim Walz. He believes Boeing just picked the right CEO in Kelly Ortberg, and Starbucks in Brian Niccol. And for good measure, he thinks CEOs make too much money! Yahoo Finance Executive Editor Brian Sozzi goes in-depth with George on these hot-button topics and much more.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Bill George joins Opening Bid
02:00-Addressing a company in crisis
08:00-Eyes on CEOs
12:00-Tim Walz tapped as Harris' running mate
18:00-'Trumponomics' impact on business
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Bill George is an executive fellow at Harvard Business School, where he was a Professor of Management Practice and Senior Fellow teaching leadership from 2004-2022. He is the former chairman and CEO of Medtronic, and earlier in his career, he was a senior executive with Honeywell and Litton Industries and served in the U.S. Department of Defense.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
It gets no bigger in tech then legendary Apple co-founder Steve Jobs. Jobs revolutionized how life is conducted each and every day with breakthrough products such as the iPod and iPhone. Over his storied career, Jobs was known to be an intense leader that obsessed over the smallest of details. The goal: to make darn near perfect products for picky consumers. Letting Jobs down was not a good survival strategy at Apple at any point, and still isn’t to this very day years after his passing. So what was it really like to work for a visionary such as Jobs? Yahoo Finance Executive Editor Brian Sozzi chats with DataStax CEO Chet Kapoor. As a young intern at Jobs’ computer company Next (which he founded after being shown the door at Apple), Kapoor got to work a mere 20 yards from Jobs each day. That close proximity to Jobs changed the course of his business career and life, Kapoor says. Today, Kapoor is taking those lessons learned from Jobs to build AI player DataStax into a powerhouse.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Chet Kapoor joins Opening Bid
03:00-Across the industry, how ethically is AI being built?
08:40-Emotionally connecting to a chatbot? Yeah, right.
14:00-What it was like to work as an intern under Steve Jobs
20:19-Bat signal for the next Steve Jobs
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Chet Kapoor is Chairman and CEO of DataStax, a real-time AI company.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
So much for smooth sailing for markets in 2024! After making a lot of money on the long side this year notably with hot AI trades like Nvidia, investors are battling through their worst stretch of turbulence in some time. Yahoo Finance Executive Editor Brian Sozzi sits down with AlphaSimplex chief research strategist Kathryn Kaminski. Kaminski has decades of experience in the markets, and doesn’t approach assessing stocks and asset classes in conventional ways. To Kaminski, when everyone is yelling fire in the crowded theater that could be a great time to find exciting buying opportunities. With markets having a volatile August that has caught many investors off guard, what should be one’s playbook for success entering the fall? Kaminski reveals her top strategies.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Kathryn Kaminski joins Opening Bid
05:00-Day in the life of an investor
07:20-Trend following as a strategy
11:00-Investor complacency
15:40-How do new investors build a portfolio in this environment?
16:30-Want to buy Nike...
18:40-Success of systematic investments
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Kathryn Kaminski, PhD, CAIA, is the Chief Research Strategist and Portfolio Manager at AlphaSimplex Group, focusing on quantitative and systematic futures trading. She is also the co-author of 'Trend Following with Managed Futures: The Search for Crisis Alpha.'
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is the US in a recession? Are businesses pulling back on transformation projects for fear of who wins the White House? And speaking of the White House, what is the aftermath internationally for businesses after a brutal election season cycle? Yahoo Finance Executive Editor Brian Sozzi chats with Cognizant CEO Ravi Kumar on the state of the world economy, especially in the United States with recession fears swirling. Kumar is also no stranger to the power of artificial intelligence. Kumar thinks AI will severely disrupt how business is done and by extension, the jobs market globally. The time is now for workers to get prepared for this transformational change.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Ravi Kumar joins Opening Bid
05:00-India as an emerging market
08:00-How geopolitical uncertainty effects tech and business
13:00-AI is slow to pick up but sharp to take off
19:00-Let's look at rate cuts
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Ravi Kumar is the CEO of Cognizant focusing on success in the golden era of technology.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the presidential election in November. So what is an investor to do when down seems like up and up seems like down? Yahoo Finance Executive Editor Brian Sozzi chats with Wind Shift Capital Founder Bill Blain. Blain pulls no punches in this convo, voicing his concern on Tesla’s stock price and big-cap tech stocks like Apple. However, Blain is more bullish on the outlook for Boeing under its new CEO and thinks a turnaround could happen sooner rather than later. As for markets, Blain doesn’t see a stock market crash on the horizon amidst major volatility this summer. But that doesn’t mean he sees the start of a new bull market, either.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Bill Blain joins Opening Bid
01:30-AI is slower and more expensive than we thought
04:00-The problem of compliance-written market commentary
08:30-Tesla to 10K? Simply unrealistic
13:50-Harris or Trump; who is better for stocks?
16:40-UK economy compared to global markets
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Bill Blain is CEO of Wind Shift Capital advising clients on alternative asset investments, and author of Blain's Morning Porridge—his say-it-like-it-is market commentary.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Tesla is having a tough summer. The EV leader is fresh off a challenged second quarter amid slowing demand for plug-in autos and greater price competition from the Big 3 automakers. The company also delayed the unveiling of its robotaxi vision to October. As a result of these concerns, Tesla shares have dropped 16% in the past month. Injecting further volatility into the name: Elon Musk’s vocal support for former president Donald Trump in his latest attempt to secure the White House. Yahoo Finance Executive Editor Brian Sozzi chats with Tesla expert and investor Alexandra Merz. Merz—who goes by @TeslaBoomerMama on X—is known for her in-depth posts on the fundamentals of Tesla. She is also viewed as a go-to ringleader for fellow Tesla retail investors, and puts forth thought-provoking ideas on how Elon Musk could further leverage his AI kingdom.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Alexandra Merz joins Opening Bid
01:00-Market watch: tech stocks down
06:00-Merz on Tesla: "vision to action"
08:00-Robotaxis
15:00-Stocks go up and down, but the technology has to continue to grow
20:00-What happens to Tesla after Elon Musk?
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.
Alexandra Merz—a self-described Elon fangirl—is the Founder & CEO of L&F Investor Services.
Learn more about your ad choices. Visit megaphone.fm/adchoices - Visa fler
