

Linde CEO, CNH Industrial CEO & Chart Week 7/31/23
Jul 31, 2023
Exploring top-down analysis vs micro thinking in financial markets, strong performances of companies like Procter & Gamble, JPMorgan, Wells Fargo, and Alphabet, Linde CEO's insights on earnings, dangers in the market's waters, exclusive interview with CNH Industrial CEO, importance of considering individual company info, decarbonization and hydrogen value chain, Exxon's commitment to decarbonization and growth in India and South Korea, analyzing Nasdaq 100 chart, discussion of Endaba stock, disappointing court ruling on J&J lawsuits.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Contradicting Top-Down Forecasts: Examining Individual Stocks' Performance
02:02 • 8min
Roku's Performance and Market Views
09:34 • 7min
Decarbonization, Hydrogen Value Chain, and Carbon Capture Projects
16:11 • 2min
Exxon's Partnership and Commitment to Decarbonization, Presence and Growth in India and South Korea, Support to Semiconductor Companies, Role in Preserving Wine and Providing Medical Oxygen, Factors Contributing to Earnings, Commitment to Sustainability and Reducing Emissions
18:06 • 5min
Analyzing the Nasdaq 100 Chart
23:07 • 19min
Discussion on Endaba, Lightning Round Conclusion, and Parting Ways with Johnson & Johnson
41:55 • 3min
Disappointing Court Ruling and the Risks of Litigation
45:24 • 3min