The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.
(00:21) Jason Moser and Matt Argersinger discuss:
- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.
- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode.
- The latest addition to Warren Buffett’s portfolio: Chubb.
(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.
(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..
Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, John Mackey
Engineers: Dan Boyd
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