Sheila Kayalu
Managing Director in Equity Research at Jefferies covering aerospace, defense, and airlines, providing analysis on defense budgets, missile production, and industry supply chains.
Top 3 podcasts with Sheila Kayalu
Ranked by the Snipd community
Mar 27, 2026 • 40min
Bloomberg Businessweek Weekend - March 27th, 2026
Max Chafkin, Bloomberg reporter who tracked the Epstein files, outlines the document dump and its hit to public trust. Wilbur Ross, former commerce secretary and longtime investor, discusses geopolitics, manufacturing and national-security-driven industrial policy. Sheila Kayalu, Jefferies aerospace and defense analyst, breaks down defense budgets, missile production, supply chains and winners beyond the big primes.
Jan 31, 2026 • 1h 15min
Bloomberg Businessweek Weekend - January 30th, 2026
Nick Molnar, Afterpay co-founder and CEO, on buy-now-pay-later trends and fintech competition. Stamatis Santanis, shipping CEO, on routes, commodities and rising shipbuilding costs. Sheila Kayalu, Jefferies equity analyst, on airlines, defense budgets and Boeing’s cash recovery. Dan Flornes, Fastenal CEO, on manufacturing, supply chains, sourcing and nearshoring shifts.
May 14, 2025 • 43min
SOTS 2nd Hour: Return of the AI Trade? Goldman Cuts Recession Odds, and Live: Coinbase CEO 5/14/25
Gene Sirocco, Executive Director of the Port of Los Angeles, discusses the current lack of a surge in container ship arrivals, despite rising concerns over tariffs with China. Sheila Kayalu, an aerospace analyst at Jeffries, shares insights on the booming chip stocks led by Nvidia and AMD and the hopeful signals from Goldman Sachs regarding recession odds. The conversation also touches on Coinbase's future under positive crypto regulations and Boeing's massive jet order, highlighting the evolving landscape of trade and technology.
