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Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22

Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22

Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that would mean for your money. Plus, they were the Pandemic Darlings and now they need to reinvent themselves if they want to survive in a post-pandemic world. We’ll look at three names and who is best positioned for a successful second act. And, three stocks on deck that will give us new clues about the health of the consumer. The key things to watch on Affirm, Gap and Ulta Beauty, and how to position on each.

The Exchange

August 25, 202245m 42s

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Show Notes

Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that would mean for your money. Plus, they were the Pandemic Darlings and now they need to reinvent themselves if they want to survive in a post-pandemic world. We’ll look at three names and who is best positioned for a successful second act. And, three stocks on deck that will give us new clues about the health of the consumer. The key things to watch on Affirm, Gap and Ulta Beauty, and how to position on each. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.