Joe Feldman

In this engaging discussion, Joe Feldman, a retail analyst at the Telsey Group, shares insights on Home Depot's surprising earnings, linking weather patterns to consumer behavior. He highlights resilient spending on big-ticket home items. Robert Schiffman, a credit analyst at Bloomberg Intelligence, explains why tech giants like Amazon are accumulating massive debt to fuel their AI ambitions, arguing that this demand is genuinely driven by enterprise needs. He also discusses the balance between leveraging debt and maintaining market flexibility.

Citi Chief US Economist doesn't expect US soft landing. Markets focused on Europe, China. Upcoming retail earnings from Walmart, Target. House behind the curve. Future of financial markets and disciplined risk management discussed. Impact of keeping interest rates for extended period explored. Mixed messages in the market and frustration over store closures. Complexities of US-China relations and impact of money on college football highlighted.

Joe Feldman is a Senior Research Analyst at Telsey Advisory Group, offering keen insights into retail trends. Emily Roland, Co-Chief Investment Strategist at John Hancock, analyzes market strategies. They discuss Walmart's strong Q3 performance and its strategic shift to compete with Amazon. Feldman comments on the overall positive outlook for U.S. retail, while Roland cautions that market consensus can sometimes lead to unexpected turns. They also touch on potential tariff impacts and how retailers are adapting to new economic challenges.

Bob Jordan, CEO of Southwest Airlines, shares his new three-year plan aimed at boosting profitability while addressing activist investor Elliott Management's concerns. Ruchir Sharma, Chairman of Rockefeller International, expresses skepticism about the sustainability of the recent rally in Chinese stocks despite government stimulus measures. Joe Feldman from Telsey reacts to corporate earnings, particularly Costco's mixed performance, while discussing market trends and investment strategies amidst economic challenges.

Macy's CEO says department stores are still relevant and ready for holiday shopping season. Retailers embracing AI. Surprise drop in Thanksgiving dinner prices discussed. Use credit card points before they lose value.