The big banks will be reporting at the end of the week. What is a company or an industry you're going to be watching particularly closely this earning season? I'm always fascinated by the consumer, right? So I think I'm less focused on the industry just because as generalists, we cover so many different industries. But I think bigger picture. It is going to be worth noting how all of these businesses ultimately reviewing the consumer.
Earnings season kicks off on Friday. What should investors be watching?
(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season
(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.
Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices