AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Labor Costs, Earnings Growth, and Tech Stocks
This chapter discusses the recent settlement between the UAW and Ford, the impact of labor costs on earnings, and the performance of tech stocks. It explores the management of expectations for companies, the negative tone around the consumer, and potential opportunities in the current market. The chapter also touches on the ongoing conflict between Israel and Hamas and the efforts to contain it.