Matt Argersinger: It's the wrong reason to short a company like an Amazon, or some of the even some of the companies that you mentioned when they are growing at exceptional rates. Jason Moser: If you're seeing these results, this is probably setting some unrealistic expectations for people that have bought these stocks recently. What do you have to have in mind if you're following these businesses? I would just really understand, has the fundamental picture improved? That's probably what you're going to get.
If you bank with the one of the giants, you might be helping pad their bottom line.
(00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies.
(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd
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