Bloomberg Markets 08/14/2024

"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests are JPMorgan Portfolio Manager Kelsey Berro, Tilray Brands President and CEO Irwin Simon, and BMO Senior Economist Jennifer Lee.

Chapters:
00:02:15 - Kelsey Berro, JP Morgan Investment on Disinflation
00:10:11 - M&M’s Maker Mars to Buy Kellanova for $36 Billion
00:15:47 - Irwin Simon, Tilray Brands President and CEO on Growing Beer Portfolio
00:24:38 - Jennifer Lee, BMO on Core Inflation Data Signaling a Federal Rate Cut
00:34:51 - Victoria’s Secret Nabs Rihanna Brand CEO for Turnaround
00:41:04 - Global Steel Giant Warns of ‘Severe’ Industry-Wide Crisis
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[emmanuel-zy]

It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?

[noremacmada]

2:52 - Supercore deflation
16:12 - You and me both brotha
26:17 - Talking about July NFP revisions
26:54 - "Totality"
27:31 - Explaining factors that could have contributed to an observation that I found inconsistent with my understanding of the housing market