2024 in Review: Financials

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ...  Show more

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.

In the second episode of this two-part podcast series, we dive into a countdown of the most defining moments of the year, from 5 to number ...

Will Bain presents a review of the business year with some of our best interviews from 2024, featuring the biggest stories in money and business this year. 

Ken Leon, Global Director of Research at CFRA, breaks down big bank earnings and outlook. Hayley Berg, Economist at Hopper, shares her research on the travel outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg Intelligence Senior ETF Analyst Eric Balchunas ta ...  Show more

Bloomberg News Americas Finance Team Leader Sally Bakewell and Cheryl Pate, Senior Portfolio Manager at Angel Oak Capital, discuss bank earnings and outlook. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Entertainment Reporter Ashley Carman talk about Ashley's Busin ...  Show more