19 Burst results for "Brian Weezer"
GroupMs Brian Wieser: 'Every brand should figure out how to be useful'
"I'm joined by Brian Weezer. Brian is the global president of business. Intelligence Group am Brian baucom. Thanks for having me Brian so I can think of no one better to do our first. Sort OF CORONA ERA podcast. I hope he will not be doing too many of them. But I do believe that this is going to move from being a topic to the environment but I want to hear from you about what this means the word that I hear repeatedly from everyone I talk to. And it's not a good word is uncertainty. That is a very good word. Uncertainty SEIZES UP ECONOMIES IT. Seizes UP COMPANIES It seizes up individuals. That's what economies our give. Give us a macro view of what we know and what we don't know right now. Sure I think that the the uncertainties exist in countries that are just going through it for how their countries will adapt and What outcomes we'll be there. That is uncertain. I think that you know when we look at what's happening in China. First of all as of this moment Friday march twenty nine forty one Pacific Time critical because whatever we say now may change in a minute or an hour. It's gotTa last till Tuesday. Brian let's hope. China is seeing pass towards normalcy there in a triage of sorts or patriotic. I guess that doesn't mean as positive necessarily but at least there's a sense of normalcy starting to return and so the other countries of the world have to consider first of all the scale of the spread. They have to consider the impact on a local economies. Initially the government response and then whether or not government responses might actually make things worse at a human level and economic level and then we have to consider whether or not all the disruptions to supply chains That really start with China's sort of the world's factory Have a knock on effect and these are all very uncertain. Things that you know as weeks progress will have greater certainty I actually still maintain a sense of optimism by looking at At China where you can see that they clearly messed up in the initial response but figured out the right tactics and they got to a place. That's better so I in a period of uncertainty And for the people operating businesses within this uncertainty. Everyone looks for examples right. They look back to the financial crisis. They look back to nine eleven and they they try to extrapolate some look back to the Spanish Spanish flu and the impact that that head how good of China's very different than the United States and from from a lot of Western economies the authoritarian regime. Yes they screwed up at first and then they have what they quarantined. Like hundred million people stuff we just simply are not going to do in these societies. So how good of a A case is that for how things will go say here Italy. Uk ETC in Western Economies yeah I I mean I'll push back on that I'll say that I think it is probably a good analogy Okay you know. We initially thought that Preventing people from you know. Departing in area was going to be Well unique let's say and I think we're seeing ily kind of going that path in and seeing that the consequences of not enforcing it right. They're not going to get over this if they don't And the same is true in France in Spain and they're not too much further ahead of the UK in the US. So I I it's not. I think the tools might be different. So in other words it's necessary to appeal to people and their their interests as human beings to adhere to certain policies. Such as social distancing. But I I do. Think that It's a demonstration of what is necessary To get through this over a four week or longer period of time and by getting over it I mean getting through a triage face. Sure so let's talk about AD spending. I mean you. We've talked many times over the years about your AD spending forecasts bellwethers sort of for the industry. Have you thrown them all out now? Well I mean. I think it's safe to say that You know positive expectations that one might have had in December probably unlikely to play out exactly as we anticipated The problem in in figuring out exactly what? The numbers will look like depend on a lot of factors. I mentioned all these other issues before with respect to anticipating the economic impact in any given country At the same time I think there's another issue with respect to You know different kinds of businesses are going to be impacted differently and I think that that can have an impact too so for example in a policy response in a country that makes your small businesses. Don't go out of business that will have an impact. It is different than country may be that supports their nationally oriented enterprises to large enterprises. They've so far that that that might be the path that we see between Europe versus the United States. So there's so many moving parts still that that really make it difficult impossible to do anything with right now so you can't sort of like re forecast. I mean you don't know if the Olympics are going to happen there are so many unknowns you don't know the government bailout package and how that will have an impact ultimately on the broader economy and and therefore on ad spending correct. It's too soon to tell okay. When are we going to be able to tell? Everyone is groping for. It's one thing to sort of go through a really difficult period. And there's always uncertainty in economic dislocation and this is somewhat unique. But when is there going to be more clarity do you think? And what does that clarity look like or do we just have to accept the fact that uncertainty is the norm? Well I I would say that China does provide a something of a lens through which we can look and the timing a with which we've seen what's happened in China gives us a and specifically we know that Alibaba and by doing way Bo All reported Their for their fourth quarter earnings and provided guidance around the first quarter the dates matter when they gave them because it reflects a point of view that would have been accurate at that point in time and with a conveyed was essentially. You know twenty to thirty percent decline in the relevant advertising. Belated line That was in the middle of the downturn They're really a couple weeks. After the lockdown began and You can do some math backing out of what that meant for that month and with him and for What they were then assuming for the rest of the quarter because you knew January's mostly normal You can further assume that there's a pace of a normal resumption of growth but this is where the uncertainty is for China. The question is how quickly does demand come back right How much will a potential slowdown in the global economy? Then impact China can trying to get its global capacity back really fast so that while the rest of the world is going through lockdown. Maybe we don't miss anything because China factories all come back Okay so there is some uncertainty on that that but we can see what the scale of the decline is in a country that goes through. Lock them and that. You're saying during the lockdown twenty to thirty percent. Well that was during the quarter and we know that January was a stable so okay now even more if we go through if China like had basically a month plus of complete utter dislocation and we go through three months of it. Well I think that's that's a that's a skill a differences pretty meaningful. And I think again but to your question about when will we have certain to your. How will we have certainty you know? We can look at the three models that I can point to so far. You have a country like Japan which responded pretty quickly and probably took hit. We'll see but You know a lot of things continuing as normal So probably not badly hit and you've places like they're in Singapore Taiwan Hong Kong. This is all assuming that we are able. We say Western economies are able to You know everyone's talking about flattening the but all all of these economies in Asia were able to arrest the the the virus is exponential grow. Let me clarify the. It's too late for The Japan scenario The the sort of middle case is the China scenario And the worst case is what you're seeing in Italy. How much were says. Does he get? We'll see it's it. That is too soon to tell him by the time. Someone's listening to this. Who knows which direction it goes But the the point is that we're seeing a worse outcome in Italy than we've seen in China Spain. Maybe going that direction too. It's not clear But other countries whether you get that kind of an outcome do get China. Oh come I think in a place like let's say India possible. They could avoid those worse outcomes maybe parts of Latin America. There will be places which can manage this but the the the point is that in the United States right were were passed that that place. We're Japan and South Korea were
"brian weezer" Discussed on TechStuff
"Pledge to industry driving at it can wait dot com. A message from AT and T. I mentioned before the break the advertisers were pulling their spots from YouTube. They represented some really big clients, including Coca Cola, the guardian Johnson and Johnson and the government of the United Kingdom. They're moved began to create sort of a domino effect, and one domino. To fall was a reassessment of Google, it self analyst. Brian weezer moved Google stock from a buy recommendation to a hold recommendation, based off the February two thousand seventeen scandal. He pointed out the Google had quote, a serious issue in the UK with brand safety issues into quote, and that they could end up devaluing the company. Now, suffice to say this was a lot of incentive for YouTube to do something about all this one high profile case where YouTube did act involved Felix kill Burg better known. In by his screen name as Pudi pie. Kill Burg published a video that showed two men holding up a reprehensible message written on a sign not going to repeat it here. This prompted Disney maker studios which had been producing Pudi pie shows to cut all ties with creator YouTube cancelled a YouTube red series called scared Pudi pie. Youtube red is a subscription service that in return for a monthly fee. Let's watch videos without ads and view special content just for those subscribers Google removed Gilbert from the preferred premium ad tier as well. Which cut back how much he could make on his videos. It was a pretty pretty.
Why more streaming services wont necessarily mean better prices
"This. Marketplace podcast is brought to you by the university of Florida Warrington college of business transform your future with an MBA from one of America's top ten universities. Learn more at Warrington dot ufl dot EDU slash MBA. And by triple bite applying to programming jobs can be a pain from endless applications, countless hours of technical screens with triple bite. There's a better way, you do one online interview. And you get to go straight to final interviews at hundreds of companies apply now at triple bite dot com slash marketplace. And if you take a job through triple by the offer, you a thousand dollar signing bonus triple bite B Y T E dot com slash marketplace. Hi coup. Sorry, ghostbusters. We really liked crossing streams not flakes, Hulu prime from American public media. This is marketplace tech demystifying the digital economy. I'm jed Kim informality would. TV junkies. Rejoice twenty nineteen brings media giants. Disney and Warner both into the streaming service fray as if there weren't a whole lot of on-demand content already out there so much to see streaming has definitely disrupted the way we watch. What about the way we pay for it? Predictions of widespread cord, cutting the demise of cable television. Are we seeing that Brian weezer focuses on media and advertising is a senior analyst at pivotal research group? He says people are actually piling on more and paying more. There are certainly people who have chosen to eliminate their traditional cable service and solely rely on over the top services. But that's a minority of the population. The majority are maintaining their existing services and they're adding. New services. All right. So Disney is starting streaming service. Warner media is getting into it too. You know, economic principles with all this competition. And that mean, better prices for consumers. I don't know why more services would mean better prices. If consumers are exhibiting a willingness to pay which they are in life or business. We don't make decisions because they're good or bad. We make them because they're better than the next pestle turn if the next best alternative, I might suggest when it comes to video base entertainment is going out seeing other human beings spending money on a babysitter as well. The cost of going out is substantially more expensive for most people then the cost of paying for another video streaming service. And when you look at it in that sense, it's actually cheaper on the overall pocketbook of a household. And I think that's helps explain why. Why there is sustained increase in total spending on video based products will stick you with money. What about advertising because these a lot of these streaming services don't feature advertising, so broadcast TV still reaches almost everyone across almost every age group. Right. So broadcast television has retained if not expanded its relative value to advertisers. Because if you do cut the cord, or if you've never had multi tail service, you almost certainly have access to broadcast TV, right? You put Brad here's. And so two extent that advertisers can still reach more people with a campaign that runs on network TV then on essentially any other medium in a world. Where reach is the first metric that you use to assess where you should prioritize. Is your campaigns network? TV hold up. Pretty well. Bryan weezer is a senior analyst at pivotal research group. I asked him how many streaming services he personally uses only two which seemed honestly kind of low to me. I mean, I'm knee deep in stars right now. But he says beyond Netflix, Amazon and Hulu subscriptions fall off a cliff. We'll see what happens with Disney. I'm jed Kim. And that's marketplace tech. This is a PM Patrick in Santa Cruz. California wrote to us to say marketplace is an essential element in his life. And that we're helping make him smarter through high quality thought provoking and informative journalism to join Patrick and supporting what we do. Please donate online today at marketplace dot org. Thanks to Patrick and all the marketplace. Investors who make our work possible. This marketplace podcast is brought to you by Kronos FMLA f l essay ACA EMC it's harder than ever for businesses to keep up with today's evolving, alphabet soup of regulations. What's a company to do Cronos with Cronos you can minimize compliance risk and track HR policies making sure they are applied consistently and fairly HR payroll talent and timekeeping in one unified system all with a proven implementation approach and simplified transparent pricing. Learn more at Kronos dot com slash compliance. Kronos, workforce innovation. That works.
"brian weezer" Discussed on WNYC 93.9 FM
"All right back. We are going to go to that GDP report from this morning because you know, A-List economic indicator and all that as Catherine and Neil, and I were saying it's pretty good number credit where credit is due. But you dig a little deeper as we are want to do around here, and you can start to separate what is boosting economic growth consumer spending, for instance, from what is not helping growth all that much at all one of those drags last quarter was trade. Marketplace's Tracey Samuelson explains what's going on there. So how much faster would the economy have grown without this drag from trade, you would have seen a much larger growth rate probably closer to over five percent that Dan Bongino is chief economist at SNP global. What you saw was exports down. Pretty sharply imports were up pretty sharply together that shaved nearly two percentage points off of GDP growth says imports were driven by a strong dollar, which is making foreign products a good deal. Plus she says companies were replenishing their inventories filling up their shelves head of the holidays. They may also be trying to get. Ahead of tariffs on Chinese imports. That are set to jump from ten percent to twenty five percent in the new year better to spend now and have it ready to to sell rather than having to purchase more that cost more down the road, this macroeconomic data matches what we've been hearing from public companies as they report their quarterly earnings. Matt McDonald's is a partner with Hamilton place strategies, which analyzed transcripts from recent corporate earnings calls the trade discussion has edged out tax reform for the first time. And when they're talking about trade, they're almost all talking about tariffs. For example, Ford has estimated the Trump administration's trade policy will cost the company a billion dollars this year in part due to higher steel, prices and tariffs on imports from China. It does feel like from both the way companies are talking about it. And from what we see in the GDP numbers that the impact is starting to bite at least at the country and company level consumers just aren't feeling it yet. A majority of respondents to a recent marketplace Edison research poll, fifty two percent said tariffs have no. Impact on them personally. I'm Tracey Samuelson for marketplace. We've gotten some insights into the fortunes of a couple of key technology companies as they have reported earnings this week one key insight in particular, how many people use their services snap, the owner Snapchat, lost two million daily active users in its most recent quarter Twitter. So it's active user base drops it boots more fake accounts. We'll get Facebook's active user count when it reports earnings next week. But as potent as they are the companies, though, those user accounts might actually be more important to investors. Marketplace's replenish, your has that one Facebook Snapchat, Instagram Twitter. They're nothing without their users media companies spend a ton of money and time and effort trying to draw in active users. Karen, north is a professor at US's Annenberg school Twitter broadcasts football games to draw in more people. Facebook has had actual online ad campaigns. Chairs are for people. And that is why chairs are like Facebook. But the best and often main way to get more active users is through the ones you got. I wanna use Snapchat Facebook because my friends are using it dean Eccles is a professor at MIT Sloan school. So to the extent they care about total users social media companies focus on existing user engagement are people sharing things that are going to want to see how many users on snap are actually sending new snaps. In fact, those metrics can be more informative as to the health of a company, then it's total user base. Brian weezer is with pivotal research. He says it's a little misguided obsess about changes in total number of active users. I think sometimes this gets overstated in importance of quarter quarter, by investors, advertisers, the people who are paying Facebook or Twitter money. He says don't change their ad spend based on his social media companies changing total user base specific number of users in a given quarter isn't particularly important in Twitter. For example, often reaches more people than its users would suggest again, Karen north most of us the bigger audience. We don't need to be on Twitter to hear about what happened on Twitter. Meaning that a company's total number of active.
"brian weezer" Discussed on KCBS All News
"The air quality, advisory and the best guests for everybody watching wind directions is this may be the worst day of. The week before we get, the relief with wins upper level when. Shifting a bit and not pumping as. Much, smoke toward the bay area, starting with tomorrow but today smoky conditions and that will limit visibility temperatures mid sixties near the, coast to the mid nineties inland not much, of a change in temperatures. Tomorrow we should see some coastal overcast to begin today again. Tomorrow late Tomorrow. Brings a a beginning of a shift we'll. Have a little low pressure trough slide our way that will cool. The inland temperatures a bit that'll, be a trend that will begin into Friday Saturday Sunday maybe as deep, as Monday and Tuesday. We also we'll see some tropical moisture sliding up from, the south that'll increasing humidity levels of. Bit, and add some high cloud cover traffic and weather together on the eight so an all news one six nine AM seven forty KCBS it's eight twenty the multimedia messaging apps Snapchat has lost close three million daily users in their second quarter Facebook also revealed late last month at the, number of users remained flat it's European users fell so, what's going on to talk more about it we're joined, the KCBS ring central Newsline by Brian. Weezer. He's a senior analyst with pivotal research group thanks for joining us Thanks for having me so. Is the tide turning I mean here's the thing. In many respects very little has changed for snap. They were are and will remain a niche. Platform they're different in terms of what, they do there are elements that get copied elsewhere but their niece prop form that's pretty clear. And what it is and what it does there as far as I can. Tell the data I. Rely on for mine outfits Prefer third party data rather. Than the date of the company provides data from Nielsen suggested actually no not bad usage. Is down, per person and it balances. Out, to be you know kind of a stable usage of the. Total platform, so it's it's fine as a niche platform and it won't be more. Than that, I, just a great question about all, of these I mean we have all had the assumption they'll continue to grow forever. And people, will be using them twenty nine, hours a day I mean none. Of that's obviously possible yeah that's always the federal. Me that anyone would ever think that I. Mean that's the thing that investors certainly, tend to run away with, optimism often I mean I I watch coverage on the stock celebrating. In the remember twelve bucks a share maybe brought down to around nine dollars Business there. It's it's, it's, real but it's not going to, be that growthy I mean if you pull, through the data from there ten q Hugh which came out after. The earnings call and, you can see the underlying growth in the. United States, is actually around thirteen percent I mean it's, nothing crazy And snap could continue to see numbers go down right because traditionally I think they said that in the third quarter. Usually see, people drop off Well I had. Argued that, it can ignore the, user metrics unless we're talking, about a twenty. Percent decline just won't make a, difference in terms of the business and again this is an advertiser business consumer is the product not the customer so if users fall by arise it doesn't make a big difference unless you believe that all of a sudden the, company's going to become ubiquitous or you believe that the company is going to fall off, the? Face of, the earth within a relatively narrow range broad range, actually of users and usage What matters Moore's how, they go to. Market how they find different segments, of advertisers who can spend on them I mean for example choosing to prioritize programmatic sales which is to say automating sales and broadening which advertisers they rather than just large brands who kind of got tired and snap that's hopeful, right and totally independent users and usage Budgets are, not based on the available, inventory for the most part within reasonable ranges so I wouldn't even. Pay much, attention to, users at least if you're, trying to study the business the stock is going to be a beast of its own momentum is really what drives it if. People are, feeling? Really positive the stock will be Frothy and. It can. Go the other way too we saw this with Twitter investors should totally ran away, with the stock, to the, downside couple years ago, and they've, gone the other way and neither. Those points of view reflect reality of yet we appreciate your thoughts this morning Brian weezer is senior analyst who pivotal. Research group who follows snap. All right let's get to more, on the money seeing the KCBS super micro Intel money desk but Jason Brooks STAN. Investors not happy about snaps user numbers snap stock down about seven percent tests was board. Of directors says, it's. Considering Elon Musk's, proposal, to take the company private at four hundred twenty dollars a share musk says it final decision has not been made but he says the company could benefit from doing. Away with public shareholder scrutiny Saint sometimes the best decisions for a company's future are not good news, at a quarterly basis destination wealth management founder Michael Yoshikuni says musk has the ability to get. It done is able to spin, a story and turn What tesla is and what it can't be and I think there are plenty, of people who are willing to go along with that story tesla shares down a little. Over one percent today after gaining. Eleven percent yesterday stock market is mixed Dow losing thirty points at. Twenty five. Thousand five hundred ninety nine NASDAQ up four points at seventy eight eighty nine and, yes appear higher, by a, fraction at twenty eight, fifty eight, on the MoneyWatch Jason Brooks case. It's.
"brian weezer" Discussed on WCBM 680 AM
"Views and opinions you hear on talkradio six eighty WCBS wcbm.com are not necessarily those of the owners management employers and advertisers. Of w CDN but they should be Well we have primaries this evening which will be the first major test for the leftwing fascists who call themselves democratic socialists being led by the The individual name as Cortes, and those fascist close to her campaign are predicting all four candidates that she's endorsed will when they're racist tonight And they have total each other forget the voters who who, were Democrats went over to. Trump focus only on Muslims and other minorities. And that is why they're rallying Muslims and other minorities against. America make no mistake about it this is a. Civil war that they're brewing it's not about really going. Deeper and giving minorities a voice they already have a voice, equal to all others what they want to do now, is divide and conquer and so we'll have to, watch tonight because if they win it's a clear sign that the radical communist so-called Democrats socialists playbook not only works. Outside of the Bronx but, even voters in Trump country might be ready to push the democrat party the nation further to the communist side but if they lose tonight it will be, a sign that the court has gang of the democrat party is not strong enough to create a seismic shift in two thousand eighteen politics and it will give those of us on the American side new ammunition to use against the emerging communist wing. Of the democrat party we. Have already scoffed at Cortez's intervention in the. Primaries and if they lose will be able to discount the. Entire movement for candidates to watch tonight Corey Bush. Running for US house Missouri's first district James Thompson running. For US house in Kansas fourth district Brent welder running for, US house in Kansas third district Obdulio el-sayed running for, governor of Michigan wow how far they've come the, bottom line is it really is not the do all our end-all tonight even if all four candidates win all four. Candidates lose the fact is, it may not have a big affect on the national movement main reason because mainstream democrat Kratz like Feinstein and Pelosi would never let the radical left take, over the party being the radicals they already are The bottom line for them it's always been and will always be one thing and that's? Money money and more money they. Want nothing to do with communist, politics, they, only want the communist methodology which is the silent their opponents so they can laugh all the way. To the Bank this is the Savage Nation again if, you're listening to the show had Alex Jones on in the first hour and a half of. The show maybe even longer because he. Is in, the news he is being looked at and. Watched by people around the world who are wondering where. This ends and how we have gone from a. Big. Brother to big Zuckerberg? In one generation and where that leads next how can one man have so. Much power how can one company like Google occupies so much of our digital time did you see the latest study on that one that was pretty amazing came out today or yesterday I believe that Google consumes one third of our digital minds one third Google. Which owns YouTube And ways combine? Complying account for thirty four point two percent of? All time on digital media in June according to? Pivotal research analyst Brian weezer and. As Google's increase as Google, increases, its, foothold, into America's brain Where will, this lead should one company be allowed to have this, much power you say well if, the free market don't you conservatives believe in the free market well, up to a point we believe in the free market but what a company, becomes the equivalent of a monopoly we believe in checks and balances which is why we have antitrust. Regulation because there have always been and there. Will, always be people smarter and luckier than the rest of us and. They will build, enterprises that are too big for anyone else to survive in, the same marketplace and so there's antitrust regulation to prevent that. Now a lot of the anti trust regulations been destroyed over the years so for example you. Couldn't own all the newspapers and. All the TV stations all the radio, stations at any single market for obvious, reasons because why is your men and women in previous, generations did not want a, dictatorship of, ideas they wanted a diversity of ideas, so in every major city Usually had a morning newspaper. And an afternoon newspaper well that eventually dissolved. And, all the afternoon newspapers disappeared then eventually the newspapers disappeared why well. The marketplace dictated, that but apparently the marketplace cannot dictate how far Google will, go nor how far barks madness might take him all I..
"brian weezer" Discussed on WZFG The Flag 1100AM
"Nine to five Seventeen sixty seven Well we have, primaries this evening which will be the first major test for the leftwing fascists who call themselves democratic socialists being led by the The individual name as, Cortes and those fascist close to her campaign are predicting all four candidates that she's endorsed when they're racist tonight And they have totally forget the voters who were Democrats, who went over to Trump. Focus only on Muslims and other minorities and. That is why they're rallying Muslims and other minorities against America. Make no mistake about it this is a civil. War that they're brewing it's not about really going deeper. And giving minorities a voice they already have a voice equal, to all others what they want to do now is, divide and conquer and so we'll have to watch, tonight because if they win it's a clear sign that the radical communist so-called Democrats socialist playbook not only works outside of. The Bronx but even voters, in Trump country might be ready to push the democrat party and the nation further to the communist side but if they lose tonight it will be a, sign that the court has gang of the democrat party is not strong enough to create a seismic shift in two thousand eighteen politics and it will give those of us on the American side new ammunition to use against the emerging, communist wing of the democrat. Party we have already scoffed at Cortez's intervention. In the primaries and if they lose will be able to. Discount the entire movement for candidates to watch tonight. Corey Bush running for US house Missouri's first district James. Thompson running for your house in Kansas fourth district Brent welder, running for yours house in Kansas third district Obdulio el-sayed, running for governor of Michigan wow how far they've, come the bottom line is it really is not the do all or end-all tonight even if all four candidates win all. Four candidates lose the fact, is it may not have a big affect on the national movement main reason because mainstream democrat Kratz like Feinstein and Pelosi would never let the radical left, takeover the party being the radicals they already are The bottom line for them it's always been and will always be one thing, and that's money money and more. Money they want nothing to do, with, communist, politics they only want the communist methodology which is the silent their opponents so they can laugh all. The way to the Bank this is the Savage Nation, again if you're listening to the show had Alex Jones on in the first hour of the. Show maybe even longer because he is in the, news he is being looked at and watched. By people, around the world who are wondering where this. Ends and how we have gone from a big. Brother. To big Zuckerberg in? One generation and where that leads next how can one man have so much, power how can one company like Google occupies so much of our digital time did you see the latest study on that one that was pretty amazing came out today or yesterday I believe that Google consumes one third of our digital minds one third Google. Which owns YouTube And ways combine? Combined account for thirty four point two percent of? All time on digital media in June according to? Pivotal research analyst Brian weezer and. As Google's increase as Google, increases, its, foothold, into America's brain Where will. This lead should one company be allowed to have this much power you say well it's the free market, don't you conservatives believe in the free market well up, to a point we believe, in the, free market but what a company becomes, the equivalent of a monopoly We believe in. Checks and balances which is why we have antitrust regulation Because there have always been and, there will always be people smarter and luckier than the rest of us and they will build enterprises. That are too big for anyone else to. Survive, in the same marketplace and so there's antitrust regulation to prevent. That now a, lot of the antitrust regulations been destroyed over the years so, for example you couldn't own all the newspapers and all the TV stations. And all the radio stations in as any single market for obvious reasons because wiser. Men and women in previous generations. Did not want a dictatorship of ideas they wanted a diversity of ideas, so, in every major city usually had an, morning newspaper. And afternoon newspaper well that. Eventually? Dissolve, and all the afternoon, newspapers disappeared then eventually the newspapers disappeared why well the, marketplace dictated that but apparently the marketplace cannot. Dictate how far Google go nor, how far Zuckerberg madness might take him All I. Can say is we.
"brian weezer" Discussed on KSFO-AM
"Well we have primaries this evening which will be the first major test for the leftwing fascists who call themselves democratic socialists being led, by the The individual name as Cortes, and those fascist close to her campaign are predicting all four candidates that she's endorsed for when they're racist tonight And they have totally forget the voters who, were Democrats went over to. Trump focus only on Muslims and other minorities. And that is why they're rallying Muslims and other minorities against. America make no mistake about it this is a. Civil war that they're brewing it's not about really, going deeper and giving minorities a voice they already have a, voice equal to all others what they want to do, now is divided conquer and so we'll have to, watch tonight because if they win it's a clear sign that the radical communist so-called Democrats socialist playbook not only works outside. Of the Bronx but even, voters in Trump country might be ready to push the democrat party and the nation further to the communist side but if they lose tonight it will be, a sign that the court has gang of the democrat party is not strong enough to create a seismic shift in two thousand eighteen politics and it will give those of us on the American side new ammunition to use against the emerging communist, wing of the democrat party. We have already scoffed at Cortez's intervention in. The primaries and if they lose will be able to this. County entire movement for candidates to watch tonight Corey. Bush running for US house Missouri's first district James, Thompson running for US house in Kansas fourth district Brent welder, running for yours house in Kansas third district Obdulio el-sayed, running for governor of Michigan wow how far they've, come the bottom line is it really is not the do all around all tonight even if all four candidates win all. Four candidates lose the fact, is it may not have a big affect on the national movement main reason because mainstream democrat Kratz like Feinstein and Pelosi would never let the radical left, takeover the party being the radicals they already are The bottom line for them it's always been will always be one thing and? That's money money more money they. Want nothing to do with communist, politics, they, only want the communist methodology which is the silent their opponents so they can laugh all the way. To the Bank this is the Savage Nation again if, you're listening to the show had Alex Jones on in the first hour and a half of. The show maybe even longer because he. Is in, the news he is being looked at and. Watched by people around the world or wondering where this. Ends and how we have gone from a big. Brother. To big Zuckerberg in? One generation and where that leads next how can one man have so much. Power how can one company like Google occupies so much of our digital time did you see the latest study on that one that was pretty amazing came out today or yesterday I believe that Google consumes one third of our digital minds one third Google. Which owns YouTube And ways combine? Complying account for thirty four point two percent of? All time on digital media in June according to? Pivotal research analyst Brian weezer and. As Google's increase as Google, increases, its, foothold, into America's brain Where will. This lead should one company be allowed to have this, much power you say well it's, the free market don't you conservatives believe in the free market well up to a point, we believe in the free market but what a company, becomes the equivalent of a, monopoly we, believe in checks and balances which is, why we have antitrust regulation Because there have always been and there will always be people smarter and luckier than the rest of us and they will build enterprises that are too big for anyone else to. Survive in the same marketplace and. So there's antitrust regulation to prevent that now a lot of the antitrust, regulations, been destroyed over the years so for, example you. Couldn't own all the newspapers. And? TV, stations all the radio, stations as any single market for obvious reasons because wiser men and women in previous generations did not want a. Dictatorship of ideas they? Wanted a diversity of ideas so in every major city? Usually had, in, morning newspaper and afternoon. Newspaper well that eventually dissolve and all the? Afternoon, newspapers disappeared then eventually the newspapers disappeared why well the. Marketplace dictated that but apparently the marketplace cannot dictate how, far Google will go nor how, far Zucca Bart madness might take him All I can say..
"brian weezer" Discussed on Bloomberg Radio New York
"Headlines President Trump is urging farmers. To in his words just stick with me as the breadbasket braces for impact. From tariffs some prominent Senate Republicans aren't. Sounding so patient though Iowa's Chuck Grassley says farmers would rather have trade than aid Nebraska's Ben Sasse says tariffs won't make America great again they'll make nineteen twenty nine again, Greece says planes from Italy and Romania are coming in to help fight wildfires near Athens. That have claimed at least seventy four lives the Greek public. Order minister blames climate change for gale force winds that have fanned, the flames Developers wanted to compensate the federal government for. Damage. To public land anymore the interior department's rolling. Back, the Obama era compensatory mitigation policy, global news twenty four hours a day on air into tick tock on Twitter powered by more than twenty seven hundred journalists and analysts. In more than one hundred twenty countries let's check the markets now on the latest business headlines Thank you Nathan after the bell we did hear. From AT and t. which is, fresh off it's eighty. Five billion dollar purchase of Time Warner it reported second-quarter wireless subscriptions that fell short of analysts estimates alphabet of Google. Up today by three and a half percent is still raking, in marketing, dollars from advertisers propelling the online search giant to another strong quarter in the face of costly regulatory trouble in Europe Brian weezer is senior research analyst a pivotal. Research group he's got a hold rating on the stock If I have any relatives. Bearishness it's only because I think that the overall. Industry opportunity is maybe more limited than most people think but I think that Google is cool early performing well as for trade and tariffs Thomas as the founder of the sevens report he was interviewed on daybreak Asia we went from one extreme where every tweet was. You know putting the the stock, market down one percent. Canal ignoring even the most sort of grave And we have, to, remember Treasury Secretary. Museum this weekend over the at. The g twenty said I'm not going to minimize his. Threat so that's something we need to watch I think EM is is. Risky until. That's more clear and daybreak Asia kicks off twenty nine minutes from now data from market economics. Points to pick. Up in American manufacturing Pam with more here's Bloomberg's Vinny Del. Giudice ice readings above fifty signal growth in. Markets flash PM. For July rose fifty five point five that's the first increase since April. The outlook for manufacturing has been clouded by White House trade policy rising materials costs have also been an obstacle Vinny Del Giudice Spielberg. Radio most stocks moved higher with the SNP up thirteen up by about five tenths. Of one percent the Dow up one hundred. Ninety seven points up eight tenths. Of one percent NASDAQ lower little changed down by, one point, I'm Charlie Pellett that's a Bloomberg business flash Bloomberg, best, with June Grasso and Ed Baxter Continues You're listening to Bloomberg best on Bloomberg radio on June.
"brian weezer" Discussed on Marketplace All-in-One
"In new york i'm sabrina short in for david brancaccio the us census bureau says june retail sales were up point five percent in revised may figures up to one point three percent these are strong numbers we are joined by julia coronado to talk about them she's founder of macro policy perspectives good morning julia morning retail sales out this morning a very strong numbers what do you make of that well i think there are two things going on in these numbers one is consumers are in a good place the labor market's very strong consumers are out there spending and the other thing is that we're seeing in the inflation data it retailers themselves have a bit more pricing power than they've had in recent years they are actually able to raise prices for the first time in several years why is it that retailers can suddenly demand higher prices we've been through what a lot of retailers called the retail apocalypse in recent years it was it's a transformation of the retail business model a lot of week retailers have gone out of business in recent years and the ones that are left standing are now able to pass i says along to consumers so presumably if prices are rising people are spending more inflation is growing as well and the fed will raise continue to raise rates as planned i think that's what we're going to hear from fed chairman powell when he testifies before congress this week we have seen consumer inflation move up closer to their inflation targets and that confirms combined with the strong consumer and the good labor market that they will continue raising interest rates as plans this year julia coronado founder of macropolicy perspectives thanks for joining us my pleasure deutsche bank shares are up seven point six percent after the bank reported second quarter earnings far higher than analysts had expected up till now had ben one of europe's worst performing bank stocks bank of america also reported earnings its profits surged thirty three percent stock is up one point seven percent for closures on homes in puerto rico paused after hurricane maria several federal agencies had imposed moratoriums on new foreclosures new york times is reporting they have resumed three hundred new foreclosure actions were filed across the island in the past four months there's about to be more news available on facebook and it's real news news shows in fact on its it video on demand service called facebook watch facebook is paying fox news cnn and abc to make programs exclusively for facebook watch marketplace's aaron schrank has more facebook wants users spend more time staring at facebook and it wants that tv level ad revenue says analyst brian weezer at abitol research the goal is to legitimately capture tv budgets which they've been talking about for a long time but have been unable to accomplish because shocker they don't have any tv like content facebook watch was added late last year and hasn't really caught on analyst mark mahayni at rbc capital markets says seventy five percent of users his firms surveyed rarely or never look at it the big challenge for facebook is that there already is a watch tab on the internet it's called youtube facebook's been heavily criticized for allowing misinformation to spread on its platform mahayni says that's part of the reason it's shelling out for these programs the inclusion of large scale national media within the watch tab is facebook's attempt to offer all of branch the social networks news experiment kicks off tonight with the premier of fox news update followed by cnn's anderson cooper i'm aaron schrank for marketplace
"brian weezer" Discussed on Bloomberg Radio New York
"The incredible brought in one hundred and eighty gazillion dollars you know they're going to bring in double triple that over time i don't know if it's going to be the biggest movie ever i'll let you decide who gets that money when they say the incredible to brings in one hundred and eighty million how is that divided up roughly half goes to the theater distributors in the us outside the us probably more than half goes probably sixty to seventy percent goes a theater distributors the remainder goes to the studio and then the studio takes the money and then the creative hollywood accounting comes in and it's always a question if you're a star and you have back end of a movie how much do i get for movie that made a billion dollars in but that's where it kinda get split up between the theater operators in studio operators so you know it's been a this incredible is to just you know with a good first movie a long time between the first and second movie and they were really surprised but how strong the second installment was in so the ninety million you're presuming in the us went to quote unquote the studio i believe disney pixar use a pro really don't know how that's divvied up do you it's it's it's the the studio at the walt disney studios has the highest margins in the industry so they're able to you know they financed most of their deals themselves because they're very very sure in the long term profitability those things and that allows them to take higher cuts of the movie and so what we've seen over time is that the story has one of the more profitable studios in hollywood conversely paramount's one of the least profitable a good colleague of ours in giving us wisdom is brian weezer over pivotal he goes to a cell today and disney paul sweeney i don't want you to do buy hold sell but the idea of fox moonshot oh they're the one in play disney moonshot relative to comcast let's go to the other side of the equation is comcast dirt cheap comcast is is pretty cheap but the one of the reasons particular on a free cash flow basis but one of the.
"brian weezer" Discussed on KBNP AM 1410
"To the latest business and data analytics tools and technologies learn more at njit dot edu here's john tucker tob at jonathan years was making news in science technology engineering and math china is in the crosshairs of us tech giant's european telecom firms japanese venture capital and the uk government they've joined to put together a one billion pound or one point four billion dollar investment into the uk artificial intelligence industry but deal comprises mix between private financing a new government spending in prioritizing ai britain joined several other nations that see the emerging technology as central to their future place in the world last year china's set a goal of becoming the world leader in a i by twenty thirty the number of online account sign ons compromised by hackers is now in the trillions enough perhaps to make even technophobes think hard about the security of their passwords indeed a new survey shows many are especially older americans new poll from the associated press nor ca center for public affairs research finds that forty one percent of americans say they use unique passwords for most or all online services rather than using the same one for multiple sign ons break that down though there's this divide just one one third of adults under the age of forty five or using different passwords to improve security comparative about half their elders and that's the bloomberg njit stem report tom john join turkey thinking so much fun things you need to know to start your day we do this with brian weezer pivotal squeezing it you know five things four.
"brian weezer" Discussed on KBNP AM 1410
"With advertisers if those are are more meaningful than maybe the market's discounting then we will see it in slowing revenue growth rates and that would be a major problem for all these names and that's probably the the number one long term risk for all these big tech names as they get bigger big on a global scale now that you do buyout so but what's it done to buy hold sell on the street the street has stood behind these names with almost without exception you know very few people backing away from story brian weezer from pivotal was one of the ones that most notably downgraded facebook on the regulatory risk but other than that we have not seen anything so again it's you know we we've seen these regulatory risk come in the past what are you thinking about twentyfive years with microsoft or with google and so on and so forth and and they've never really impacted the business the only thing i point out to clients that i talked to is what is different this time is it may involve the us congress and we've never seen that in the past and if you ever see the us congress get in the tech regulatory business that's not good earnings so far it'd be john you don't understand paul sweeney slides in at about eight o'clock you know the first meetings at age sixty four so we can and then they sorta of sit around ten thirty and they all get together at bloomberg intelligence and try to gaze into the earnings crystal ball what do you see so far the earning safar been has been pretty decent i know g adams are equity strategist has been generally pretty positive and so the earnings have been i.
"brian weezer" Discussed on Marketplace All-in-One
"No things facebook doesn't jenny gephardt is a researcher with the electronic frontier foundation she says big data firms collect information from some pretty specific sources surveys public records store loyalty cards homeownership records magazine subscriptions combine that with what facebook has and gephardt says that can result in some kind of turbo charged targeted advertising but that engine is about to stall in advertisers will have to rely on their own data and data facebook itself collects brian weezer at pivotal research says some companies will have a harder time advertising on the platform now if you are a manufacturer of packaged goods company you tend not have a lot of data about the people who buy your products because the retailers have that data data brokers will also take a hit after the breakup axiom one of the biggest says revenue could fall more than five percent next year katharine armstrong law firm drinker biddle has studied data brokers she says the average one doubles the size of its database every two years years are there's so much data and so much data exhaust that can be picked up in so many of our transactions or even toll booths or fitbit's even with facebook's move the big data economy will keep chugging rob bieler is founder of ad tech research firm bieler dot tech data is a new oil what marketers are looking for is to put the right message in front of the right person at the right time and the only way you can do that is with data facebook says it will unwind it's broker partnerships over the next six months i'm aaron schrank for marketplace this question of data has been hot topic on make me smarts the podcast hosted by me and also result this week we talked about how the phone you use can make a big difference in how much of your data get shared android listen and subscribe wherever you get your podcasts on wall street today it was bad again and then all of a sudden it was really really good we'll have the details when we do the numbers.
"brian weezer" Discussed on Bloomberg Radio New York
"The administration's position on trade president trump is doing is asking for fair and reciprocal trade free trade fair and reciprocal so that we can have stability in this international trading system plus robert schiller on how politics affects markets if we do have a power shift in the midterms that will plausibly bringing the market down all this and more coming up in the next hour of bloomberg best first let's check the markets and some of today's top business stories i'm charlie pellett a down day for the dow the sp nasdaq with the nasdaq one hundred heading toward a monthly loss almost six percent mega cap tech shares slumped again those pessimism about the group showed few signs of letting up gina martin adams is chief equity strategist at bloomberg intelligence thoroughly part of this pressure is emerging because of the volatility of interest rates because we have had a reset of volunteers some five hundred but we're in originated is very important and where it originated was we couldn't have anything but good news for ever equity prices at extraordinarily overbought conditions and now we're coming back to some sort of normal facebook is moving to untangle it's often bewildering array of privacy options as the social networks struggles to contain the damage from a widening scandal over user data brian weezer is senior research analyst at pivotal research group he's got a sell rating on the stock the last ten days has made me realize that the company has a management problem because when you put it in context of all the other episodes have been occurring over the last sixteen months there are serious operational issues that the company has.
"brian weezer" Discussed on KBNP AM 1410
"The final hour of trading and we have gone stocks little changed another whip saw session on wall street leaving investors staring at a market virtually unchanged as we move into the final hour here if recent history is a guide though there could be trouble brewing late day sell offs of grown common during these bouts of market the market turmoil yesterday the dow was flat as late as two forty five in new york an hour later you recall it was off by almost five hundred points so here's where we stand the sp down four points again little changed right now down two tenths of one percent the dow down fell up fifteen dow higher by fifteen up one tenth of one percent nasdaq down fifty one a drop of seven tenths of one percent face book is moving to untangle untangle it's often building array of privacy options as the social networks struggles to contain the damage from a widening scandal over user data facebook today announced that it is redesigning the settings menu on mobile devices brian weezer is senior research analyst at pivotal research group and he has got a sell rating on shares of facebook it made me realize that the company has a management problem because when you put it in context of all the other episodes has been occurring over the last sixteen months there are serious operational issues at the company has and that is not a risk properly accounted for previously no one on wall street is counting for that and facebook shares are higher right now by seven tenths of one percent tesla tumbling eight point four percent lower for a second day as questions swirl about what caused that crash involving a model x crossover in california last friday an accident that killed the driver and intensified pressure mounting on elon musk's electric car maker tenure yield two point seventy percent we've got gold down one point four percent thirteen twenty six ounce west texas intermediate crude down nine tenths of one percents sixty four sixty eight a barrel so again recapping those stock market numbers snp lower by three down one tenth of one percent the dow up one tenth of one percent nasdaq has the fine trading gets underway down seven tenths of one percent i'm charlie pelletan that is a bloomberg business flash you're listening to bloomberg markets with carol massar on bloomberg radio the bomb report brought to you by sector spider ats why a single stock when you can invest in the entire sector visit sector sp dear dot com or call one eight six six.
"brian weezer" Discussed on KQED Radio
"Facebook to reveal more about how it's us at uses user data and now the federal trade commission said it's investigating how the company maintains information about its users and what it tells those users about what happens to the data it's collecting from them marketplace's and dealer looked at what increased pressure for transparency could mean for advertisers and facebook's fundamental business model the ftc's trying to figure out whether facebook violated a law binding agreement signed in twenty eleven designed to protect users privacy but brian weezer at piddle research group says the fallout from the investigation could be minimal i'm skeptical that many advertisers will go out on a lemon meaningfully pullback their advertising spending just because of the news he says most advertisers are used to being regulated even facebook already has to adhere to certain rules but we are thanks companies will cut their facebook ad budget if people stop using the platform former ftc official angela mature thinks that's a realistic possibility even a facebook doesn't get in legal trouble this time the reality of what consumers expect doesn't map directly onto what facebook has been providing if the sec does find that facebook violated privacy standards it could face millions of dollars in fines i mean dealer for marketplace let's take a look at the numbers global markets rallied today across europe and asia the footsie in london is up one point six percent german dax is up one point four percent the nikkei in japan closed two point six percent up here in the us a little bit of a mixed picture after yesterday's rally the dow's up three tenths of a percent that seventy one points the sp nasdaq or down a little less than a tenth percent ten year treasury yield is two point eight three percent and to talk about these numbers we have david kelly he's chief global strategist at j p morgan funds and joins us good morning david morning so we've seen quite a bit of rebounding this week here in asia in europe and we're hearing that a lot of it.
"brian weezer" Discussed on WNYC 93.9 FM
"They will start to ask at the ceo level how are we using customers data and are we at risk of being exposed for having us customers in some way that maybe they didn't consent to brian weezer with pivotal research group apple is making a field trip to chicago today to say something that much we know the rest in classical apple fashion it's shroud uttered in secrecy the best guess about today's event is that the company will introduce a more affordable ipad it could be a move to regain its shrinking presence in the education market as marketplace's eric embarrassed reports appleby google and microsoft into the classroom but their devices were cheaper and that cost apple dustin reich is an education researcher at mit he says most students use tech for simple tasks like taking notes and writing papers if that's all you're asking a computer to do in a classroom than the least expensive one is usually a great solution the new ipad is expected to have a sticker price around two hundred sixty dollars similar to google's chromebook and microsoft surface but says detachable brownie a tech analyst with idc group the stakes for these companies go beyond the seven billion dollar education market you're getting kids used to using your products at a very early age in once they graduate once they're out of school they want to use the product they're going to go to something that feels familiar and brownie says just because apple lowers its price doesn't mean schools will sign on many school systems have contracts for their current devices that last year's i'm eric embarrassed for marketplace.
"brian weezer" Discussed on WNYC 93.9 FM
"In new york i'm sabrina short in for david brancaccio markets are rallying across europe and asia today as they did in the us yesterday the footsie in london is up two percent the german dax is up one point eight percent the nikkei closed up two point seven percent here in the us dow and nasdaq futures all up in the half percent range dow futures up one hundred and twenty two points much of all this appears to be driven by relief that the us may not after all be starting a global trade were at least not yet jasper lawler is head of research for london capital group he says banks and tech companies are leading the rebound thanks typically authoritative is the mice sensitive to the global economy and site now as trade warfares receding absolutely banks stamps obey some of the biggest net beneficiaries technology companies at the reason last week was sticky dramatic was on the news that we had around facebook and so i think we're starting to see now is that actually the situation cambridge analytica is moving facebook specific events and that actually some of the other technology companies don't necessarily have to be embroiled in the same price as investors are picking up some of these other tech stocks are at an auction prices but even facebook recovered some yesterday after the federal trade commission confirmed it was investigating the social media's media sites use of user data brian weezer is senior analyst at pivotal research and he says advertisers aren't abandoning facebook despite its troubles i'm skeptical that many advertisers will go out on a limb and meaningfully pullback their advertising spending just because of the news as opposed to some consequential action like reduced users reduce usage cetera the first reaction that i think most advertisers had was oh my gosh i'm deleting my app the second reaction was why didn't i get that did for my brand but at the same time weezer says advertisers are not just entirely shrugging off facebook's problems either they can't afford to when user data is at the heart of facebook's business model if through the process of the ftc investigating and reporters digging in and frankly just going through old stories and bringing up to the tension of consumers how their data data's being used i think that's where we start to get alarm bells rung at the top of marketers organizations where.