Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23

Earnings season is off to a surprisingly good start. In fact, too strong says one of our guests. He’s bracing for earnings to drop 30 percent. He tells us why he so concerned, and the one sector he is bullish on right now.

Plus, a lack of listings helping homebuilders to a near record share of the housing market. So if they have the edge, can you own them for the long run? We debate. 

And, Google’s CEO says AI will impact every product and every company. We talk to two CEOs who will have a front row seat to those changes.