
The Exchange Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
Sep 25, 2023
Raymond James’ Ed Mills analyzes the potential impact of government shutdown on stocks and bonds. Hospitality industry may face commercial real estate headaches. Goldman Sachs’ Jeff Currie makes bullish case for copper and oil in his last on-air interview at the firm.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Semiconductor and Video Market Struggles
02:28 • 14min
Financial Challenges for Women and Hollywood Writers' Tentative Agreement
16:18 • 4min
Negotiations and Potential Benefits for Writers
20:27 • 6min
Competitive Advantage and Frustrations in Entertainment Content and Sports Streaming Industry
26:07 • 3min
Commercial Real Estate, Hospitality Industry, and Rising Interest Rates
28:55 • 18min
