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3d ago 39:54

MP3•एपिसोड होम

Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.

(01:02) Emily Flippen and Bill Mann discuss:

- Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.

- Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.

- Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.

(19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.

(33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.

Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.

Host: Dylan Lewis

Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson

Engineers: Tim Sparks, Rick Engdahl

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