Liz Hoffman

Gil Luria, Head of Technology Research at D.A. Davidson, dives into Palantir's recent stock tumble following Michael Burry's bearish bet, highlighting how its lofty valuation detaches price from performance. He discusses the risks inherent in shorting the stock despite its strong earnings growth. Liz Hoffman, business editor at Semafor, then analyzes Wall Street’s shifting response to Zoran Mamdani's NYC mayoral victory, tying it to broader anti-establishment sentiments and concerns from business leaders regarding the city's future.

Mark Zandi, chief economist at Moody's Analytics, warns inflation may be higher than CPI suggests and could rise midyear. Liz Hoffman, business and finance editor at Semafor, unpacks internal DOJ politics that shaped recent antitrust decisions. They also touch on why transparency around big tech AI stakes like Anthropic matters for markets.

In this engaging discussion, Liz Hoffman, a seasoned financial journalist from Semafor, and Justin Wolfers, an economics professor from the University of Michigan, dissect the DOJ's investigation into Fed Chair Jerome Powell. They argue that the probe is not only punitive but poses a significant threat to the Fed's independence. The duo reflects on how this political maneuvering could lead to inflation risks and challenges within market dynamics. They also delve into Powell's legacy and potential successors, revealing how the situation could reshape fiscal policy in the U.S.

Liz Hoffman, Semafor business and finance editor, unpacks why the Pentagon is recruiting Wall Street bankers to steer huge sums into defense and what that could mean for markets, taxpayer risk, and political influence. Miriam Gottfried, Wall Street Journal deals reporter, digs into the eyebrow-raising $10 billion TikTok fee, pay-to-play concerns, and the deal’s oddly low valuation.

Liz Hoffman, Semafor’s business and finance editor, dives into Trump’s new tech council, AI policy, and the tension between expertise and conflicts. Jon McNeill, DVx Ventures CEO and former Tesla president, explores SpaceX’s blockbuster IPO, retail investor hype, and the future shape of Elon Musk’s empire. It also tracks the rising economic cost of the Iran war.

In this episode, Felix, Mihir and Semafor’s Liz Hoffman debate the backlash against woke CEOs. Did America’s corporate leaders go too far when they embraced broad social and political goals? Does corporate activism ultimately undermine political action? What’s the cost of cutting business ties with corporations that are deemed too woke? Plus, we ask Liz Hoffman about her new book, Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink. Hosted on Acast. See acast.com/privacy for more information.

Liz Hoffman, Semafor business and finance editor and former Wall Street Journal reporter, joins to talk markets, AI, and economic policy. They cover why equities stay calm, AI's adoption and job risks, the Fed versus long-term yields, potential bond crises, dollar dominance and stablecoins, and how supply chains and industrial policy are reshaping the economy.

Matt is joined by Semafor’s business and finance editor Liz Hoffman to discuss Wall Street's view of the Paramount-Warner Bros. merger, this morning's WBD shareholder vote to approve the $110B deal, the non-binding rejection of David Zaslav’s exorbitant pay package, how the board will respond, and Netflix’s reputation after its push to acquire Warner Bros (00:32). Then, Matt and Craig recap the ‘Michael’ premiere, discuss the sordid backstory of making the movie, and give their opening weekend box office prediction (25:50). Host: Matt Belloni Guest: Liz Hoffman Producers: Craig Horlbeck and Jon Jones Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at join.amcplus.com. Half Man is now streaming on HBO Max. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liz Hoffman, business and finance editor at Semafor and host of Compound Interest, speaks on oil-driven supply shocks and their ripple effects. She outlines energy rationing in Asia, fertilizer shortages threatening food supplies, and which countries are most vulnerable. She also discusses fragile global supply chains and why North America could still feel the pain.

In this dialogue, guest Liz Hoffman, a business and finance editor for Semaphore and author of 'Crash Landing,' offers sharp insights into how major companies navigated the rocky economic terrain during COVID-19. The hosts dive into the legacy of Twitter's verification process, the challenging dynamics for businesses in repressive regimes like Russia and Saudi Arabia, and the ethical dilemmas faced by American companies investing abroad. They also touch on the evolving landscape of U.S.-China relations and the stark realities of youth mortality in America.