Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.Show links: Masters In BusinessTrump calls Fed chair Powell a 'fool' after central bank stands pat on ratesTrump says China wants to make a trade deal, open to lowering tariffs if talks go wellEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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8:35
Boots, Beats & Billion-Dollar Brands
Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.Episode transcripts seekingalpha.com/wsb.Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call TranscriptUlta Beauty, Inc. (ULTA) Q4 2024 Earnings Call TranscriptBoot Barn is tipped by BTIG to be a retail sector outperformerSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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8:33
Optimistic with an asterisk
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).Episode transcripts: seekingalpha.com/wsbShow links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancementsUS-UK trade deal to increase access to billions of dollars of US products, Trump saysTrump suggests cutting China tariffs to 80%Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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16:07
IAG fuels fleet with Boeing, Airbus buys
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: PINS, AFRM, and moreNvidia to downgrade H20 chips for China after U.S. export restrictions - reportVanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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5:58
Why Q1 GDP was actually really good
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.Episode transcripts: seekingalpha.com/wsbShow links:U.S. GDP contracts in Q1 as imports swell, price index jumpsPresident Trump says Q1 GDP actually rose when excluding importsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Colombia