Bloomberg Intelligence Bloomberg Intelligence: Lyft Margin Error, Uber Buyback Plan (Podcast)
Feb 14, 2024
Mandeep Singh discusses Lyft's profit outlook and Uber's buyback plan. Brian Smoluch shares his outlook for the markets and current stock picks. Jennifer Bartashus talks about Kraft earnings.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Lyft's Challenges in the Ridesharing Market
02:12 • 7min
Airbnb and Small Cap Stocks
09:10 • 2min
Potential Outperformance and Small Cap Stocks
11:20 • 7min
Insurance, Hurricane Risk, and Financial Biases
18:08 • 3min
The Decline in Sales for Kraft Heinz
21:05 • 11min
Casual Conversation about Hershey, Amazon, and Supermarket Margins
31:41 • 2min
Challenges in the Bond Market and the Inverted Yield Curve
33:33 • 2min
Shifting Market Environment and Investment Decisions
35:23 • 2min
Performance of High Yield Bonds and Credit Spreads
37:50 • 4min
Market Conditions, Rate Cuts, and Political Influence
41:53 • 2min