# Pierre Ferragu

Principais episódios de podcast
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Bloomberg Surveillance TV: July 16th, 2025

- David Malpass, former President at the World Bank- Devin Ryan, Managing Director at Citizens- Pierre Ferragu, Head: Global Technology at New Street Research- Kara Murphy, CIO at Kestra Investment ManagementDavid Malpass, former President at the World Bank, joins to discuss President Trump's econo…

Bloomberg Surveillance TV: October 29th, 2025

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock- Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research- Mary Lovely, Senior Fellow at the Peterson InstituteBlake Gwinn, Head of US Rates S…

Bernadette the Musical – Why Me? | Pierre Ferragu | Episode #275

Wall Street analyst turned musical producer Pierre Ferragu joins Jeff Schiefelbein, Nick Bezner, and Paul Kolker at the tiny table to share the remarkable story behind Bernadette The Musical, a Broadway-level production about Saint Bernadette of Lourdes that is coming to the United States. Pierre…

Lourdes and the Language of Beauty | Pierre Ferragu | Episode #276

Pierre Ferragu returns to the tiny table with Paul Kolker, Nick Bezner, and Jeff Schiefelbein for a powerful time of stories, song, and Marian intercession. The conversation circles around Lourdes and Saint Bernadette, beginning with Paul's own pilgrimage during the 150th anniversary of the apparit…

Why Tesla's Robotaxi Will Dominate with Pierre Ferragu from New Street Research

Why Tesla's Robotaxi Will Dominate with Pierre Ferragu from New Street Research

The Catholic Morning Show - 02/11/2026

On today’s Catholic Morning Show: Ricky Stanzi — Former Quarterback, Iowa HawkeyesFormer Hawkeye quarterback Ricky Stanzi joins the show to discuss speaking at the upcoming Forge Conference on February 28th in Des Moines. He shares how faith has shaped his life beyond football and how men can grow …

Bernadette Musical: From Analyst to Producer's Journey

Pierre Ferragu: From tech analyst to lead producer of a musical about Saint Bernadette! Hear the story of how an analyst, a priest, Kelsey Grammer, and faith made it happen. For more information and to purchase tickets: https://www.bernadettethemusical.com/about#SaintBernadette #Musical #Faith #Ins…

Closing Bell Overtime: Markets Brace for a Historic IPO 6/11/26

Markets balance geopolitical uncertainty, rising anticipation around SpaceX and another busy stretch of earnings. Malcolm Ethridge, Managing Partner at Capital Area Planning Group, explains what investors should expect next as markets prepare for one of the biggest events in years. Pierre Ferragu o…

EP.43 - SpaceX ($SPCX) Irrational Exuberance? Space Winner or Street 50% Too High

"Our numbers are not even half of consensus. Treat the syndicate's number as an extremely optimistic bull case." "We think we're already very optimistic—but consensus is even more optimistic." "Launch is what makes 100% of the value of SpaceX." "Frontier AI is building very high barriers to entry."…

EXCLUSIVE: How SpaceX Will Save Microsoft, Google, Amazon

AI's biggest mystery: up to 3 million GPUs could sit dark by 2027 for lack of power. Brian Wang models how SpaceX could power them with a second 10 GW. Cern Basher is a chartered financial analyst running his own investment advisory firm called BrilliantAdvice providing wealth management services. …