The Economic Mood Brightens
Americans are feeling better about the economy. What’s that mean for stock investors?
(00:21) 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.
- A retail round-up including Abercrombie & Fitch and Pinduoduo.
(19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages.
(32:03) 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
Engineer: Dan Boyd
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