Disney Earnings Breakdown and Sticky Inflation Concerns
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 May 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 7th, 2024
Featuring:
- Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings
- Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024
- Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates
- Bloomberg's John Tucker with Newspaper Headlines
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Transcript
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| 0:00.0 | From Silicon Valley to Wall Street, the promise and perils of artificial intelligence |
| 0:06.0 | are playing out on the world stage. But what will the next phase of AI adoption look like? |
| 0:11.2 | Which companies from big tech to startups will dominate? |
| 0:15.5 | And where do the risks and unintended consequences live? |
| 0:19.3 | I'm Emily Chang. |
| 0:20.4 | Join me at Bloomberg Tech in San Francisco, May 9th, to answer many of the industry's burning questions. |
| 0:26.0 | Alongside Snaps, Evan Spiegel, Xbox President Sarah Bond, Open AIs, Brad Lightcap, top researcher Dr. Faye-Lee of Stanford, and many more. |
| 0:37.2 | More details and just a few tickets left at Bloomberg.com slash tech sf. |
| 0:49.0 | Bloomberg Audio Studios Podcasts Radio News. |
| 0:58.0 | This is the Bloomberg Surveillance Podcast. I'm Paul Sweeney, along with Tom Keene. |
| 1:01.0 | Join us each day for insight from the best in economics, geopolitics, finance, |
| 1:04.8 | and investment. You can also watch the show live on YouTube. Visit the Bloomberg Podcast |
| 1:09.9 | channel on YouTube to see the show. Weekday mornings from 7 to 10 Eastern |
| 1:14.0 | from our global headquarters in New York City. |
| 1:16.0 | Subscribe to the podcast on Apple, Spotify, |
| 1:18.0 | or anywhere else you listen. |
| 1:20.0 | And as always, on Bloomberg Radio, |
| 1:22.0 | the Bloomberg Terminal, and the Bloomberg Business App. |
| 1:24.0 | Ken Leone, research director, CFRA, joins us here. Ken, what do you make of the results from Mickey Mouse and friends? |
| 1:34.0 | Great to be with you and this was a good block and tackle quarter. |
| 1:39.6 | It showed progression on the broader financial metrics of reducing costs and getting to their |
| 1:46.8 | target this year of $8 billion of free cash flow. |
... |
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