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Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

The Acquirers Podcast

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The Bullish Arguments for the Market

Roland Martin: I think there's a lot of names like the market that are going to go through a spell where they're under earning. He says Amazon has admitted it overbuilt their logistics and delivery, you know, fulfillment centers during COVID because e-commerce just spiked so much. But he thinks those growth rates will come back down in time for next quarter or two. "I would be shocked actually if that didn't happen," said Martin. 'There's a little caveat that somebody could still dwarfs anybody'

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