If you bank with the one of the giants, you might be helping pad their bottom line. Jason Moser and Matt Argersinger discuss why they’re watching margins and inventory levels this earnings season, how interest rate spread pushed JP Morgan to a stellar quarter, and how short sellers are creating big YTD returns for beaten-up companies. Plus, 19 minutes in, Deidre Woollard speaks with Steve Wyett, the Chief Investment Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. Finally, 31 minutes in, Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS. Host - Dylan Lewis; Guests - Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt
Guests: Matt Argersinger,Jason Moser,Deidre Woollard,Steve Wyatt
