Barker: Shareholders can't complain with what the debt that has been put onto the balance sheet so far has translated to in terms of equity. Interest rates have moved up considerably, making these deposit accounts a little bit more attractive for consumersthese days. Barker says he wouldn't look for the same returns to shareholders over the coming decade that they've had over the last decade.
Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.
Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.
Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE
Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd
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