Podcast by Estimize
Holiday shopping is off to a strong start, but is this level of consumer spending sustainable?27/11/2018 Duración: 54min
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Seema Shah, Senior Retail Analyst at Bloomberg Intelligence. The group starts by discussing the most recent downturn in Bitcoin which was hovering around it’s peak last Thanksgiving, and then gets into everything around the holiday shopping season including early results from Black Friday and Cyber Monday, what categories are shaping up to be the most popular, how tariffs will affect retail, and how new apps such as Spring and Wish may be making it even harder for department stores in their omnichannel efforts.
Our 2 best tech analysts review Q3, look at names left to report & discuss recent M&A in the space13/11/2018 Duración: 53min
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The general trend has been muted pricing reaction to beats this season, as many positive surprises for Q3 were accompanied with downgraded guidance for Q4 and 2019. The team also gets into the recent M&A activity in the space, from IBM’s acquisition of RedHat to SAP’s acquisition of Qualtrics, and discusses if more deals could be on the horizon.
How much longer can the US consumer hold up? Plus Q3 and holiday shopping predictions for retailers06/11/2018 Duración: 56min
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The group discusses the names they like and dislike ahead of the retail earnings parade, predictions for the holiday shopping season, specialty names that were crushed but might just be making a comeback (or names that are never making a comeback), and we ask how much longer the US consumer can hold everything up?