Ernst & Young
Corporationwww.ey.com
23
MENTIONS
22
EPISODES
19
PODCASTS
Search complete. 23 mentions across 22 episodes found for "Ernst & Young".
Oct 16, 2026
Julian HofmannGUEST
Yes, of course.
Julian HofmannGUEST
Uh, um, obviously this is subject, subject to change because, um, Ernst & Young, which puts this together with, uh, a company called Parthenon, uh, will update, uh, shortly on, uh, Q3, uh, numbers.
Julian HofmannGUEST
But, um, for the first half of, uh, this year, they counted 114 profit warnings in the UK market, split roughly sort of 55 in the first quarter, 59 in the second.
Julian HofmannGUEST
Um, interestingly, that run rate, uh, s- and counterintuitively really, that run rate is slightly below last year.
Abhishek RanjanGUEST
My current role, I joined back Infosys-- I mean, uh, BSES in December '24 as CEO.
Abhishek RanjanGUEST
In between, I was briefly at Renew Power for two years as their SVP of strategy for utilities and, uh, also joined EY-Parthenon as a partner in decarbonization practice.
Abhishek RanjanGUEST
So having seen the renewable generation, hydro generation, consulting, working with private sector in the country, designing solutions, and now given an opportunity to work in a utility, which is the largest utility in the National Capital Region, as you said rightly.
Abhishek RanjanGUEST
With our sister concern, we manage about 70% of, uh, customers.
Kelly EvansHOST
The good news is that mortgage rates will drop considerably this week if we stay around here.
Kelly EvansHOST
Does it mean that AI was the real culprit in the rate run up we've seen in recent months? Let's bring in EY Parthenon's chief economist, Gregory Daco, along with our very own Steve Liesman, senior economics correspondent.
Kelly EvansHOST
Welcome to you both.
Kelly EvansHOST
Steve, just kick us off for a second.
Jessica EttingerHOST
They're just paying more money for the same things they always buy.
Jessica EttingerHOST
Here's a take from EY Parthenon's Gregory Daco on CNBC.
Gregory DacoSOUNDBITE_SPEAKER
Inflation is still front and center for many consumers, and the income erosion phenomenon where people feel like they have less spending capacity is capping the pace of growth.
Gregory DacoSOUNDBITE_SPEAKER
So yes, nominal figures are high, but that's a price story.
Jessica EttingerHOST
Consumers aren't necessarily buying more things, they're just paying more money for the same things they always buy.
Jessica EttingerHOST
Here's a take from EY Parthenon's Gregory Daco on CNBC.
Gregory DacoSOUNDBITE_SPEAKER
Inflation is still front and center for many consumers, and the income erosion phenomenon where people feel like they have less spending capacity is capping the pace of growth.
Gregory DacoSOUNDBITE_SPEAKER
So yes, nominal figures are high, but that's a price story.
Chioma NgwudoGUEST
Yeah.
Chioma NgwudoGUEST
[laughs] I was like, I still got good grades, but that was my party year, and then after that I went into growth and strategy consulting with Parthenon EY.
Chioma NgwudoGUEST
I think it's EY Parthenon now.
Aisha Beau FrisbeyHOST
Mm.
Miles OtwayGUEST
But I started out leaving university, went to work for a strategy consulting firm that did a lot of work in private equity, commercial due diligence work.
Miles OtwayGUEST
So Parthenon was now part of EY and their vehicle for their strategy consulting side of things.
Miles OtwayGUEST
And fairly swiftly got to the point where handing the report over and having everyone ignore its recommendations was getting frustrating.
Miles OtwayGUEST
and was lucky enough that actually a competitor of the various firms I'd worked for, rather than the firms themselves, was looking for some junior resource, doing a little bit of an experiment with cheap early 20s analyst resource, probably replaced by Claude these days, and got the opportunity to join a private equity firm called MBGI as they were launching their second fund.
JackieNARRATOR
During that stretch, the S&P 500 Stock Index has handed investors roughly a 32% return.
JackieNARRATOR
Because spending is growing faster than disposable income, it might stall as people face the limits of what they have in savings or want to borrow, said Gregory Dacco, chief economist at EY Parthenon.
JackieNARRATOR
Americans' savings rate has been trending down and is now at the historically low level of 4.1% of after-tax income versus almost double that before the pandemic.
JackieNARRATOR
Meanwhile, Americans are taking on record levels of debt.
JackieNARRATOR
During that stretch, the S&P 500 Stock Index has handed investors roughly a 32% return.
JackieNARRATOR
Because spending is growing faster than disposable income, it might stall as people face the limits of what they have in savings or want to borrow, said Gregory Dacco, chief economist at EY Parthenon.
JackieNARRATOR
Americans' savings rate has been trending down and is now at the historically low level of 4.1% of after-tax income versus almost double that before the pandemic.
JackieNARRATOR
Meanwhile, Americans are taking on record levels of debt.
Owen DruryHOST
So that report shows what a model says AI could take out of a building.
Owen DruryHOST
But what's happening on the actual ground? EY Parthenon published its CEO outlook on the first of October, and it interviewed twelve hundred CEOs of large companies across twenty-one countries.
Owen DruryHOST
Twenty-three percent say their productivity gains were absorbed by complexity, regulation, risk management and new demands on the business.
Owen DruryHOST
What that means that for roughly one company in four, the tame-- the time that AI saved went back into running the company and never reached the bottom line.
12 more episodes mention Ernst & Young.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.