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MRKT Call 12/20/2022: The BOJ Joins the Party

RiskReversal Pod

00:00

FedEx

FedEx is the one that I'm waiting for because FedEx has been a disaster, du jour every time they seemingly open their mouths. We want to hear from Nike. What are they seeing as far as demand in China as China begins to open up? Are they going to tell a story over there? Maybe some of the things that Nike, a consumer brand, was seeing in Europe earlier this year when again, we had this shooting war in Ukraine. At some point you got to save yourself with a handle. I want to buy Nike because a multi-quarter issue like this is likely to resolve itself and they're not so distant future.

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