The 3 companies that stood out this earnings season

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 3 August 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

I’m back from vacation! I highlight what I saw from the airlines, hotels, and restaurants… and why these businesses need to start paying more attention to their customers. Daniel shares what stood out to him from RV retailer Camping World Holdings’ (CWH) recent earnings report… and why the company continues to shine despite 40-year-high inflation and rising interest rates. We discuss power management firm Eaton Corp’s (ETN) solid earnings—and what they say about a global recession. Plus, we go over the positives and negatives from semiconductor company Advanced Micro Devices’ (AMD) results… and how it’s crushing Intel (INTC). In this episode Some highlights from my vacation [1:26] Why Daniel is impressed with CWH [6:05] A warning to the service industry [13:25] What ETN’s results say about a global recession [15:20] Why AMD continues to crush INTC [27:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines,
0:05.0	heard on mainstream financial media to bring you unscripted interviews
0:08.7	and breaking commentary direct from Wall Street, right to you on Main Street.
0:12.7	Let's go out there, it's August 3rd.
0:18.5	My friend Courier is just the Wall Street Unplug podcast where I picked on headlines and,
0:22.5	duh.
0:23.5	Tell you what's really moving in these markets.
0:29.5	So it's Wednesday, bring it in.
0:33.5	Mr. Daniel Creech, seeing analysts at Courier Research who's been holding down the fort
0:38.0	and getting lots of emails of how good of a job he's doing.
0:42.0	So guys, you got to send him negative emails, not positive.
0:44.0	You're going to get him to excited here.
0:46.0	But, yeah, thanks so much for covering me last week, being on vacation.
0:49.5	What's going on, man?
0:50.5	Absolutely.
0:51.5	Happy to do it.
0:52.5	Yeah, nothing crazy.
0:53.5	Normally when you leave in town, markets tank or something bad happens.
0:56.5	Leaving me here drowning on the island, but we did good.
1:00.3	The market rallied or is rallying, is bouncing a little bit.
1:03.9	Maybe a bear market rally.
1:04.9	We avoided World War III, Frank.
	...

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