Inflation, Retail, Housing, and Alternative Assets
Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss:
- DocuSign's 25% drop
- Target's bold moves
- Stitch Fix continuing to struggle
- Vail Resorts benefitting from relaxed Covid restrictions
- The latest from Campbell Soup, Netflix, Amazon, and more.
(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.
(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.
Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB
Host: Chris Hill
Guests: Emily Flippen, Ron Gross, Matt Argersinger
Engineers: Steve Broido, Rick Engdahl
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