logo
episode-header-image
Apr 2021
46m 33s

4-5-2021: More Retail Pain Ahead: UBS P...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
About this episode

Estimates assume that e-commerce sales will rise to represent 27% of total retail sales, up from 18% today.


Today's Stocks & Topics: ETR - Entergy Corp., NRG - NRG Energy Inc., BRKB - Berkshire Hathaway Inc. Cl B, VRTX - Vertex Pharmaceuticals Inc., CHPT - Charge Point Holdings Inc., P.E. Ratio, GLDD - Great Lakes Dredge & Dock Corp., RBLX - Roblox Corp., LLY - Eli Lilly & Co., JPM - JPMorgan Chase & Co., CABO - Cable One Inc.

 

TRIVIA QUESTION: "WHAT are the 5 states where it is illegal to impose credit card SURCHARGES. AND--what can you DO IF this happens to you in a state where it is illegal?"



Our Sponsors:
* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com
* Check out Invest529: https://www.invest529.com
* Check out Progressive: https://www.progressive.com


Advertising Inquiries: https://redcircle.com/brands
Up next
Jan 24
Big Tech Earnings: The "Profitability" Test
As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.Today's Stocks & Topics: Lululemon Athletica Inc. (L ... Show More
46m 9s
Jan 23
The Office-to-Apartment Transformation
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.Today's Stocks & Topics: McKesson Corporation (MCK), Commv ... Show More
45m 4s
Jan 22
The "Private Credit" Crack
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers ... Show More
44m 15s
Recommended Episodes
Mar 2024
Unilever to spinoff ice cream business, cut 7,500 jobs
Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO says giant Texas hydrogen project at risk without IRA tax credits. (01:38) Third time's the charm? Volkswagen (VWAGY) Tennessee auto workers vote to unionize. (02:57) Episode transcri ... Show More
6m 35s
Mar 2024
Lithium Americas could receive $2B government loan
Lithium Americas (LAC) gains after report of expected $2B government loan. (00:25) Paramount (PARA) sells its Indian television business stake to Reliance for $517M. (01:19) GE HealthCare (GEHC) marks worst drop in 2024 as General Electric (GE) cuts stake. (02:05) Episode transcr ... Show More
5m 52s
Feb 2024
Google says Microsoft pitched Bing sale to Apple
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36) ... Show More
6m 52s
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco&#39;s Board of Supervisors to city&#39;s Ele ... Show More
2h 22m
Jun 2023
Closing Bell: Trading the Market Resiliency 6/8/23
<p>Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Steve ... Show More
42m 43s