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Which podcasts are discussing TSN?
10 ATTRIBUTED IDEAS · 9 EPISODES · 6 SHOWS
The shows
Bloomberg Surveillance
Barron's Streetwise
WSJ What's News
Masters in Business
Odd Lots
The Derivative
Where the discussion went deepest
11 AUGYESTERDAYWSJ WHAT'S NEWS · 06:45
Chicken glut pressures meatpacker profits
“The bearish case argued: a glut in chicken supply, caused by processors overestimating demand, is hurting profits for major meatpackers who were counting on chicken to offset beef losses.”
American Tourists Are Everywhere
Substantive discussion · 3/5Verify in source →
17 JUL4W AGOBARRON'S STREETWISE · 06:12
Beefpackers squeezed by low herd volume
“Meatpackers face structural profitability headwinds as low cattle supply forces plants to run at suboptimal capacity and absorb high cattle input costs.”
The Beef Episode, Reheated
Substantive discussion · 3/5Verify in source →
22 JUN22 JUNBLOOMBERG SURVEILLANCE · 07:01
Defensive rotation into healthcare and staples
“Healthcare and consumer staples offer attractive value opportunities in a richly priced overall equity market.”
Equity Rally Post-FOMC
Substantive discussion · 3/5Verify in source →
22 JUN22 JUNBLOOMBERG SURVEILLANCE · 07:44
5 JUN5 JUNMASTERS IN BUSINESS
Physical assets resist AI disruption
“Physical and consumer-essential businesses provide stable, AI-protected cash flows during economic and technological shifts.”
Beating the S&P For Generations with Davis Funds Chairman Chris Davis · with Davis Funds Chairman Chris
Substantive discussion · 3/5Verify in source →
18 MAY18 MAYODD LOTS · 38:20
Beef shortage from multi-year herd decline
“The guest argued record-high beef prices are driven by a fundamental shortage of cattle, with the US herd at a 75-year low, not by processor profiteering.”
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Substantive discussion · 3/5Verify in source →
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