Bloomberg Businessweek Retailers Manage Shrinkage Following Earnings
Aug 22, 2023
This podcast discusses the recent earnings of major retailers Macy's, Lowe's, and Dick's, as well as the upcoming earnings report of NVIDIA and its impact on the future of computing. It also explores the role and practices of Pharmacy Benefit Managers (PBMs) in the healthcare system and the growing focus on specialty drugs. Additionally, the podcast analyzes the recent slowdown in the stock market and explores investment opportunities in the tech industry, particularly AI.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
The Impact of Shrinkage and Online Shopping on Retail Stores
02:59 • 6min
Retailers Performance and Housing Trends
08:40 • 3min
NVIDIA's Earnings Report and the Future of Computing
11:34 • 9min
The Role and Practices of Pharmacy Benefit Managers (PBMs)
21:03 • 12min
Exploring the Growing Area of Specialty Drugs and Pharmacy Benefit Managers
33:22 • 3min
The Current State of the Market
36:36 • 5min
The Potential Impact of AI on Healthcare and Investment Opportunities in Tech
41:38 • 3min