Blue Line Capital president Bill Baruch and analyst Jannis Meindl lay out the landscape across macro post-CPI. With consumer and producer prices surprising to the upside, the Fed might be cornered as housing and economic data writ large remains solid. We also talk about 3 stocks, all of which have their unique tailwinds & headwinds. AbbVie just lost its U.S. patent for its blockbuster drug Humira, Disney tries to make streaming profitable while spending billions, and Intel aims to restore its iconic brand name after a rough quarterly earnings report.
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We provide free access to the episode's chart-pack, including all of the data discussed.
0:00 - Macro Discussion - Housing Data, Inflation & Economy
5:46 - AbbVie - Replacing $20bn of Humira Sales
10:51 - Disney - The Ultimate Story Telling Brand
16:48 - Intel - An Iconic Chip Brand With Struggles
Bill Baruch is the founder and CEO of Blue Line Capital. All opinions expressed by Bill and podcast guests are solely their own opinions and are not intended to provide specific advice or recommendations. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Understand your financial condition before investing. Blue Line Capital, its staff, or its clients may maintain positions in the securities discussed in this podcast.
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