TEK2day Podcast

Credit Spreads Will Widen as Job Losses Mount and Supply-Side Costs Increase.

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

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Upendra speaks about how insurance carriers are working to leverage data and advanced analytics to capture actionable insights. COVID has emphasized the benefit that these capabilities may provide insurance carriers. Many carriers have accelerated their investments in advanced analytics as a result.

Upendra leads TEK2day's "On-Demand Chief Analytics Officer" practice. Learn more about our practice here: https://drive.google.com/file/d/1m_mLBsEJSibeCpbsKG8-Dpa0_9n8MF-g/view?usp=sharing

Read our recent TEK2day article here: https://tek2day.com/2020/08/24/insurers-as-acquirers-and-tek2days-on-demand-cao-service/

Read Upendra's recent article here: https://www.belheanalytics.com/post/some-insurers-say-use-analytics-to-adapt-to-the-new-normal-or-else

To learn more, reach us at: [email protected]

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

How Much Future Earnings Have We Pulled Forward?

Companies have pulled forward a significant amount of future earnings. The question is: “How much”?

Back in April Microsoft (MSFT) CEO Satya Nadella said the company experienced two years of digital transformation in two months. Amazon (AMZN), Shopify (SHOP), Square (SQ), PayPal (PYPL) and other e-commerce players have undoubtedly pulled earnings forward as COVID accelerated the shift from offline to online commerce. Peloton (PTON) is benefiting from the home gym boom as fewer people are comfortable with visiting their local gym (if it remains in business) versus a year ago. Zoom Video (ZM) has benefited from remote meetings.

The earnings pull forward phenomenon is certainly something to consider along with a potential fiscal stimulus deal (we are in a game of political chicken at the moment), China turmoil and the specter of corporate and personal tax increases in 2021 or 2022.

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

Technology companies are engaging in share buybacks again. If there was ever a waste of capital...

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

Anonymously rate your company and CEO at CEORater.com

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy: Read about it here: https://tek2day.com/2020/08/17/amazons-aws-unit-is-differentiating-via-a-verticalization-strategy/

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

Anonymously rate your company and CEO at CEORater.com

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

We are in a SPAC bubble. Read more about the topic Saturday August 8th at TEK2day.com

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

Our Q2 2020 Tech earnings season expectations are unchanged.

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

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Anonymously rate your company and CEO at CEORater.com

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

Regardless of who wins November’s general election we expect higher corporate income tax rates in 2021 or more likely 2022. Today’s 21% U.S. corporate tax rate will likely climb back to 35% or higher should Trump win re-election or to 40-45% should Biden win the Presidency. We expect companies to control expenses as a result primarily by leveraging AI and related technologies to automate workflows.

Read our related TEK2day article here: https://tek2day.com/2020/07/06/higher-corporate-income-tax-rates-are-likely-coming/

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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

Anonymously rate your company and CEO at CEORater.com

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About Our Sponsor:

SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies