Tesla Is Not Executing Well, Eisman Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 July 2018
⏱️ 29 minutes
🧾️ Download transcript
Summary
Paul Sweeney, Bloomberg Intelligence Director of North American Research, says a media platform that has less than a billion users struggles to be relevant for advertisers. Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, explains all the negative signals he sees from Tesla. Chris Rupkey, MUFG Union Bank Chief Financial Economist, says economists think demographics, such as a low birth rate, will keep economic growth down. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, is skeptical of the naysayers on how well the economy is going to do.
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| 0:11.0 | Why a decrease in global birth rates could send countries scrambling to increase immigration. |
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| 0:24.6 | dot com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the Bloomberg. The story in the equity market front-end center is Twitter right now down 13% in the pre-market |
| 1:11.6 | with a Facebook-style disappointment. |
| 1:13.8 | Joining me to discuss is Paul Sweeney. |
| 1:15.6 | Bloomberg Intelligence Director of North American Research. |
| 1:18.9 | Paul, what went wrong? |
| 1:20.6 | Users, monthly active users declined in the quarter and the company is talking about more |
| 1:26.4 | declines in the third quarter. |
| 1:28.8 | And you know, they're talking it up to, they're trying to clean up the platform of you know some bad accounts some fake |
| 1:34.7 | accounts some accounts that are just troublemakers and so this you know the monthly |
| 1:40.0 | active users has been a metric that investors focus on for Twitter. |
| 1:44.6 | You know, it's kind of struggled to gain scale when you compare it to Facebook with a couple |
| 1:49.7 | of billion users and so I think people are concerned that gee if this if the company is not |
| 1:55.2 | growing its user base then it's going to become less attractive to advertisers |
| 1:58.7 | and that's kind of the concern going forward so you, the monthly active users was disappointing here. |
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