Chris Mack, a portfolio manager at Harding Loevner, discusses his firm’s investment process and how his fund's hunt for “under-the-radar growth” stocks led him to some regional banks. He also discusses the defensive aspects of tech stocks in the age of Covid, and developments in the semiconductor industry, among other topics.

Mentioned in this podcast:

No Market Breadth, No Problem as Faangs Lift S&P 500 Higher​​​​​​​

Chris Mack, a portfolio manager at Harding Loevner, discusses his firm’s investment process and how his fund's hunt for “under-the-radar growth” stocks led him to some regional banks. He also discusses the defensive aspects of tech stocks in the age of Covid, and developments in the semiconductor industry, among other topics.Mentioned in this podcast:<a href="https://www.bloomberg.com/news/articles/2021-07-14/no-market-breadth-no-problem-as-faangs-lift-the-s-p-500-higher">No Market Breadth, No Problem as Faangs Lift S&amp;P 500 Higher​​​​​​​</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Under-the-Radar Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfa0a309-581e-4621-8dd2-ae3c0028f584/transcript

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all say about things like inflation, the labor market and the nature of American capitalism?

Check out Beak Capitalism on Odd Lots wherever you get your podcasts.

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all say about things like inflation, the labor market and the nature of American capitalism?
Check out Beak Capitalism on <a href="https://link.podtrac.com/7atafeag">Odd Lots</a> wherever you get your podcasts.

Listen Now: Beak Capitalism from Odd Lots

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/87264387-3e50-4f46-8631-b22f0183bf05/transcript

From our friends over at the Elon, Inc. podcast from Businessweek, hosted by David Papadopoulos, is this special episode we're sharing to our What Goes Up listeners. Please enjoy this episode, subscribe to their feed, and leave a review!
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For years, Tesla fans and critics alike have produced mock bingo cards ahead of Tesla earnings calls. And so, in honor of Tesla’s next call, which will be held Jan. 24 after markets close, the Elon Inc. crew produced our own bingo game. This week we preview Tesla’s Q4 2023 earnings and introduce our picks for which Muskisms will carry the day. You can download a PDF of this quarter’s bingo card here.

In this episode we also recap the other major events from the week: A visit to Auschwitz, a farewell to a former political ally and a paltry attempt at feud of the week.

From our friends over at the Elon, Inc. podcast from Businessweek, hosted by David Papadopoulos, is this special episode we're sharing to our What Goes Up listeners. Please enjoy this episode, subscribe to their feed, and leave a review! ----
For years, Tesla fans and critics alike have produced mock bingo cards ahead of Tesla earnings calls. And so, in honor of Tesla’s next call, which will be held Jan. 24 after markets close, the Elon Inc. crew produced our own bingo game. This week we preview Tesla’s Q4 2023 earnings and introduce our picks for which Muskisms will carry the day. You can download a PDF of this quarter’s bingo card <a href="https://www.bloomberg.com/eloninc">here</a>.
In this episode we also recap the other major events from the week: A visit to Auschwitz, a farewell to a former political ally and a paltry attempt at feud of the week.

Elon, Inc: Elon Musk Bingo on Tesla’s Earnings Call

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1c8024e6-9565-45f1-818a-b100017a9883/transcript

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.

Introducing: Bloomberg News Now

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f3f589fa-e9fc-4db8-b59f-b0d800fef1ce/transcript

Under-the-Radar Growth

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