2-3-2023 – What Can We Learn from Earnings Reports, So Far?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 February 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street.
Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ADR, SBLK - Star Bulk Carriers Corp., MGV - Vanguard Mega Cap Value ETF, Jobs Report, AVT - Avnet Inc., AHT - Ashford Hospitality Trust, Retirement, AMAT - Applied Materials Inc., APD - Air Products & Chemicals Inc.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.4 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.4 | and share their unbiased answers. |
| 0:18.1 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:23.4 | clients throughout the United States. |
| 0:26.3 | The clarity for your path forward starts now. |
| 0:30.8 | Here is KPP Financial President, financial advisor Steve Peasley. |
| 0:35.8 | Good afternoon everybody. |
| 0:39.3 | Welcome to Invest Talk. |
| 0:40.3 | It is Friday, February, February, through 2023. |
| 0:45.0 | Well, of course, we're now in February, January and February. |
| 0:50.7 | Do you remember the historical cycles that the market tends to go up? |
| 0:55.9 | It tends to go up in the last quarter of the year and then in the summer months, spring |
| 1:04.3 | and summer months are a tougher time for the market. |
| 1:09.0 | We're in those first few months of the year, first three months, actually, where the market |
| 1:15.2 | has tended in history to go up. |
| 1:18.6 | So far, it went up pretty good in January. |
| 1:21.4 | I don't think we'll get that same performance in the next couple of months, but gee, we did |
| 1:25.6 | go up seven, eight, nine percent for the S&P, I mean, it was pretty, pretty good. |
| 1:32.4 | Anyways, so it might be, you know, the market changes my point. |
| 1:36.9 | It changes all the time. |
| 1:38.5 | You have to be ready for it when it changes and you have to make some adjustments to your |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.