JPMorgan: credit health and inflows

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In this episode, Dave and Andrew take a stroll through the latest earnings reports from some of the world’s biggest and most influential companies to get a pulse on the real economy. 

They break down what Walmart, Shopify, Netflix, JPMorgan Chase, McDonald’s, Home Depot, Uber, and UnitedHealth are revealing about consumer behavior, business trends, and economic health.

They also dig into the economic signals hiding in credit data, consumer spending, and even the return of the McDonald’s dollar menu.

Key Topics Covered:

• Walmart’s strong growth and what it says about consumer spending
• Netflix’s ad business, content hits, and streaming dominance
• McDonald’s slowing growth and menu changes
• Uber’s explosive growth in rides and delivery
• UnitedHealth’s revenue, profit squeeze, and the impact of ACA subsidies

Timestamps:

00:00 Intro and episode overview

01:00 Walmart’s earnings and what they reveal about consumer trends

06:00 Shopify’s numbers, AI tools, and international growth

10:00 Netflix’s revenue jump, ad platform, and content wins

13:00 JPMorgan’s earnings, consumer credit, and economic signals

17:00 McDonald’s sales slowdown, menu changes, and consumer pinch

25:00 Uber’s ride and delivery growth, and what it means for the gig economy

34:00 Wrapping up: what these companies collectively say about the economy

39:00 Listener feedback and how to get in touch

Resources Mentioned:

The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/

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Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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