Americans are feeling better about the economy. What’s that mean for stock investors? David Meier and Asit Sharma discuss why Americans are feeling better about the economy, the headwinds facing Okta, and fundamentals for long-term investors to watch, and a retail round-up including Abercrombie & Fitch and Pinduoduo. Then, 19 minutes in, former CEO of Siemens and Alcoa, Klaus Kleinberg, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. Finally, 32 minutes in, David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S. Host - Ricky Mulvey; Guests - David Meier, Asit Sharma, Klaus Kleinfeld
