Ahead of earnings: Will GM’s winning streak continue & how close is Amazon to disrupting pharma?
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And we’re back for an all new season of the Estimize Roundtable! This week we are joined by Nick Colas and Jessica Rabe, the team formerly behind the Convergex Morning Briefing and co-founders of the recently launched DataTrek. The group discusses autos, specifically where we are in the current US auto cycle, the dichotomy of performance from traditional auto companies GM and Ford, how far we really are from seeing mass adoption of self-driving vehicles, and where Uber and Lyft fit into the equation. We also take a look at Amazon ahead of Thursday’s report and debate what other industries the giant plans on disrupting, with rumors that pharma is next. Finally we get an update on the cannabis industry with DataTrek’s Q3 Marijuana Store Survey and Industry Outlook.
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