cover of episode Election Predictions, Comcast Spinoff Plans, and Guest Dan Harris

Election Predictions, Comcast Spinoff Plans, and Guest Dan Harris

2024/11/5
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People
D
Dan Harris
通过播客和书籍,帮助人们通过冥想和心灵健康技巧减压和提升生活质量。
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Kara Swisher
卡拉·斯威舍是一位知名的媒体评论家和播客主持人,专注于科技和政治话题的深入分析。
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Scott Galloway
一位结合商业洞察和个人故事的畅销书作者、教授和企业家。
Topics
Scott Galloway: 英伟达取代英特尔进入道琼斯工业平均指数,反映了半导体行业公司业绩的巨大差异,并会对相关基金的投资策略和股价产生影响。英特尔管理不善,与时代华纳的案例类似,后者在与发现公司合并后股价暴跌,这与公司领导层决策失误有关。英特尔业绩下滑与其自身管理不善有关,而非市场大环境造成的,这与时代华纳的情况不同。英特尔股价下跌后,存在投资机会,如果公司能展现出其技术实力和管理能力,股价有望大幅上涨。康卡斯特剥离有线电视网络业务,是公司应对业绩下滑和投资者评估方式的一种策略,旨在提升公司整体估值。康卡斯特将NBC排除在剥离计划之外,这在经济上说不通,可能与公司高层对NBC的特殊情感有关。康卡斯特的剥离策略类似于“好银行、坏银行”模式,将业绩下滑的有线电视业务与增长潜力更大的流媒体业务分开,以提升公司估值。 Kara Swisher: 比亚迪在营收上超越特斯拉,但特斯拉在净利润方面仍领先,比亚迪未来可能面临欧盟和美国加征关税的挑战。比亚迪在全球电动汽车市场份额上正在快速追赶特斯拉,并已在价格和产品方面占据优势。康卡斯特探索将旗下有线电视网络业务剥离,成立独立公司,这可能是公司业绩下滑的信号。

Deep Dive

Key Insights

Why is NVIDIA replacing Intel on the Dow Jones Industrial Average?

NVIDIA is replacing Intel to ensure more representative exposure to the semiconductor industry, reflecting NVIDIA's strong performance and Intel's decline.

Why is BYD outperforming Tesla in the global EV market?

BYD has cracked the code on delivering affordable, high-quality EVs, addressing the key consumer complaints of cost and charging infrastructure.

Why is Comcast considering spinning off its cable networks?

Comcast is exploring a spinoff to create a cleaner story for investors, separating declining cable assets from growth areas like streaming services to improve valuation.

Why might Intel be a ripe candidate for a take-private deal?

Intel has outstanding assets, decent cash flow, a talented CEO, and a depressed stock price, making it attractive for private equity to restructure away from public scrutiny.

Why is Dan Harris' approach to managing anxiety effective?

Dan Harris recommends action to absorb anxiety, such as volunteering or engaging in social activities, which aligns with research showing the importance of quality relationships for stress regulation.

Why might women be more motivated to vote in this election?

Women may be more motivated due to frustration with issues like bodily autonomy and a desire for a more inclusive and respectful political environment.

Chapters
Kara and Scott discuss the final election predictions, the implications of Elon Musk's involvement, and the potential outcomes for both candidates. They analyze the impact of recent campaign events, media coverage, and voter sentiment.
  • Roughly half of the 2020 electorate voted early.
  • NBC gave Trump free airtime during a NASCAR race due to the FCC's equal time rule.
  • Elon Musk called Cardi B a puppet after she endorsed Harris.
  • Comcast is exploring a spin-off of its cable networks.
  • BYD topped Tesla in Q3 revenue for the first time.

Shownotes Transcript

Election Day has finally arrived! Kara and Scott discuss the last-minute polls, the debate over equal time on TV, and how this became the "Elon Election." Plus, the final predictions about the race. And if you're feeling stressed out by the election, Friend of Pivot Dan Harris is here to help. Dan is the host of the "10% Happier Podcast" and he shares his tips for reducing election anxiety.

Follow Dan at @danbharris)

Follow us on Instagram and Threads at @pivotpodcastofficial).

Follow us on TikTok at @pivotpodcast).

Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot).

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