In this Jan 16, 2025 episode of Beats Roundtable, Ben Brey, Jeff Macke, and David Maris tackle the latest market moves and industry insights:
•Target’s Blues: Jeff shares his candid take on Target’s struggles with declining margins, management woes, and their uphill battle to stay relevant against Walmart and Costco.
•Eli Lilly & GLP-1 Hype: David examines the obesity drug market, Lilly’s guidance fallout, and why this healthcare giant might need a reality check.
•AI’s Impact on Wall Street: The team explores how artificial intelligence is reshaping finance, from junior banker roles to AI-driven analytics.
•Stock Picks & Market Outlook: A look at Viking Therapeutics, Ambu’s rebound, and why bonds might be gearing up for a comeback amidst volatile markets.
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