How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 1 May 2020

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's also hilarious and one of the nicest guys I know. Hope you enjoy and learn some stuff from this! Later, Michael Batnick talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What's up guys? Downtown Josh Brown, good morning, so glad to be with everyone today.
0:06.7	My mic is on so I'm happy.
0:10.3	All right, I'm here with Jeff Mackie.
0:12.0	Jeff Mackie is a private investor.
0:14.4	He's a former hedge fund manager. You might know him from Fast Money and Yahoo Finance,
0:19.6	and he is an expert on the big retail stocks, knows more about Target than most people could ever in a lifetime.
0:27.8	Amazon, Walmart, we're going to get into everything that's happening with digital,-commerce and how these companies are transforming
0:37.2	themselves during the crisis.
0:38.6	I think I'm going to learn a lot here.
0:40.8	So stick around.
0:41.8	Let's see what Jeff has to say.
0:45.0	Welcome to the compound show podcast.
0:47.0	Each week we let you in on some of the best conversations we're having
0:51.0	about markets, investing, and life. Just a quick reminder,
0:55.8	the host of the show are employees of Riddholz wealth management. All opinions
0:59.8	expressed are solely their own opinions and do not reflect the opinion of Ritholz wealth.
1:05.7	This podcast is for informational purposes only and should not be relied upon for investment decisions.
1:12.0	Clients of Ritholz wealth management may maintain
1:14.0	positions in the securities discussed in this podcast. Okay here we go.
1:20.9	Okay, Mackie! Yo JB, I'm just watching Target get smoked as we talk here this morning after coming out and announcing that giving everyone in the entire store a raise is actually going to hit margins a little bit.
1:34.1	Yeah, I can't, I guess I guess I see that the stock has relatively done better than its
1:40.0	sector, so maybe it's some profit taking taking but what's going on with Target?
	...

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