Big Banks Cash In

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 14 July 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

If you bank with the one of the giants, you might be helping pad their bottom line. (00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies. (19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. (31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	[♪ OUTRO MUSIC PLAYING [♪
0:05.2	Earning season kicks off once again.
0:07.0	Motley full money starts now.
0:08.7	[♪ OUTRO MUSIC PLAYING [♪
0:25.9	Everybody needs money.
0:28.0	That's why they call it money.
0:30.0	The best thing in life are free.
0:33.4	But you can get them to the present.
0:35.6	Be the future.
0:37.0	From full global headquarters, this is Motley full money.
0:40.4	It's the Motley full money radio show.
0:41.9	I'm Dylan Lewis, joining me in studio,
0:43.5	Motley full senior analyst Jason Moser and Matt Argersinger.
0:46.3	Fellas great to have you both here.
0:47.7	And we've got to look at why some tech stocks are flying,
0:51.2	the divide in banking, and of course, stocks on our radar.
0:53.8	But we are kicking things off, looking at earnings season.
0:56.8	We had Big Banks report this week officially kicking off.
0:59.6	Earning season.
1:00.1	But before we get into some of the higher level results
1:03.2	for these businesses, let's talk a little bit about expectations
1:06.3	for this earnings season.
	...

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