Sveriges mest populära poddar

The Exchange

Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23

44 min • 16 juni 2023
Torstein Hagen, Viking chairman and founder, discusses a rebound in travel following the pandemic, pricing packages for Viking Cruises, and opportunities for older consumers looking to travel. Chris Murphy, Susquehanna co-head of derivative strategy and CNBC’s Bob Pisani discuss SMH ETF making gains, put trading in the airline space to finance upside call spreads, and possible catalysts for a market pullback. Allan Boomer, chief investment officer at Momentum Advisors, and Ed Yardeni, president of Yardeni Research, discuss earnings picking up as profit margins improve, fears of a Fed over reaction, and consumer resistance to price increases. Mark Douglas, founder and CEO of MNTN, discusses new advertising tools that utilize AI video editing, productivity gains from AI integration, and open-source AI developers competing with big tech. Plus, CNBC’s Hugh Son reports on internal conflict within Goldman Sachs, concerns about CEO David Solomon’s DJ lifestyle, and undercurrents of displeasure within the Goldman Sachs workforce.
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