The speakers discuss the possibility of a decline in the stock market due to interest rates and the impact of artificial intelligence (AI) on earnings. They question whether AI will materialize into something tangible in the near term and whether it will provide explicit investment opportunities.
What’s behind this latest rally?
(00:21) Jason Moser and Deidre Woollard discuss:
- What could impact the recent rally?
- The potential future for Macy’s.
- Sports Illustrated and the value of legacy brands.
(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.
Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX
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Host: Deidre Woollard
Guests: Jason Moser, Jamil Khan
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers
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