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Management Weighs in on the Macro

Management Weighs in on the Macro

Update: 2025-04-18
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As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.


(00:21 ) Jason Moser and Matt Argersinger discuss:


- Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.

- Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis.


(19:11 ) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.


(33:31 ) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties


Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP


Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Daniela Rus

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

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Management Weighs in on the Macro

Management Weighs in on the Macro

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