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Strong Earnings Results, Mixed Reactions

40 min • 19 april 2024

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.


(00:21) Ron Gross and Matt Argersinger discuss:

- Whether investors should be buying Netflix’s “pay attention to this, not that.”

- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..

- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.


(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.


(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.


Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE


Host: Dylan Lewis

Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge

Engineers: Dan Boyd, Rick Engdahl

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