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The New Bull Market

40 min • 16 juni 2023

Some are saying it’s a bull market, we’re calling it a giddy one. 

(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up.  - Why the market was hungry for shares of restaurant brand Cava.

(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.

 

(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd

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