We're going to talk about the r v index. The idea is that a decline in r v sales precedes a recession. We'll also look at how much it costs to ship things, both over water and overland. All right, brew, what's your take?
Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a blacksmith, not a goldsmith - Home Depot raising guidance after strong 1st-quarter profits - The role of higher mortgage rates play for home improvement retailers
(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.
Stocks discussed: WMT, HD, LOW, AMZN
Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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