
The Exchange Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23
Oct 30, 2023
Hedge fund manager Kyle Bass discusses risks and opportunities in the market. CEO of XPO shares his read on the freight market. CEO of Spirit Halloween discusses the consumer, commercial real estate, and trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Stock Market Performance and Interest Rates
02:11 • 18min
Apple Gears Up for Scary Fast Event
20:22 • 2min
China's Impact on Apple's Sales and The Future of Disney
22:42 • 5min
Positive gains and new customers
27:54 • 6min
Updates on News, Vernato and Simon Property Group's Results, and Chevron's Methane Management
33:48 • 2min
Occupancy Outlook and Leasing Activity
36:10 • 16min

