Management Weighs in on the Macro
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.
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Show Notes
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.
(00:21) Jason Moser and Matt Argersinger discuss:
- Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.
- Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis.
(19:11) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.
(33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties
Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Daniela Rus
Engineers: Dan Boyd
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