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Gen Z & Millennials Are Driving AmEx Higher

23 min • 30 januari 2023

If American Express had a problem with an aging demographic, it looks like that problem is being addressed.

(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday

(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.

Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL

Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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