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Dry January, Big Banks, and Trouble at Disney HQ

Jan 13, 2023

Jason Moser and Ron Gross, both analysts at Motley Fool, dive into the current economic landscape, revealing insights on falling inflation and reactions from major banks like JPMorgan. They also tackle Disney's ongoing corporate struggles under activist investor pressure. David Henkes, from Technomic, shares compelling trends in the restaurant sector, including its surprising resilience during economic downturns and the rise of drive-throughs. The discussion wraps up with strategic investment opportunities in cybersecurity and infrastructure ETFs.

39:27

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Episode guests

David Henkes

Ron Gross

Jason Moser

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Episode notes

Intro

2min

Economic Indicators and Corporate Challenges

10min

Shifts in Workplace Dynamics and Delta Airlines' Financial Outlook

2min

Airline Industry Insights and Market Challenges

5min

Exploring the Resilience and Challenges of the Restaurant Industry

4min

Post-Pandemic Dining Trends

13min

Investment Opportunities in ETFs: Cybersecurity and Infrastructure

3min

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl

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