The Deal Room: Is Nike In Trouble & HSBC Shak...

France is facing mounting pressure. Government debt has climbed above €3.5 trillion, borrowing costs are surging, and political uncertainty ahead of the 2027 presidential election is making investors increasingly nervous.In this episode, Anthony Cheung and Piers Curran break down ...  Show more

Could UBS really leave Switzerland? In this episode, Anthony Cheung and Stephen Barnett break down the growing dispute between Switzerland’s biggest bank and the government over new capital requirements and why tougher regulation could have major consequences for UBS and its shar ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a clien ...  Show more

One member of the investment committee is ringing the register on Nike after the company slashed its sales outlook. Plus, how to navigate the market into year-end. And a bullish call on the banks as the committee debates the financials into 2024. 

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Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - H ...  Show more

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ...  Show more