Scott Mushkin: In a Retail Wreck, Target’s margins are a disaster
Scott Mushkin, Chief Executive Officer at R5 Capital, joins Worldwide Exchange to discuss the growing nervousness around consumer spending following poor earnings reports from Target, Walmart, and Ross Stores.
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Craig Johnson says there’s another 10% before we find a tradeable bottom
Craig Johnson, Managing Director at Piper Sandler, joins Worldwide Exchange to discuss the bumpy ride down from record-highs earlier this year and whether we are close to a bottom.
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Paul Sankey says we’re on the verge of a historic U.S. oil crisis
Paul Sankey, Lead Analyst at Sankey Research, joins Worldwide Exchange to discuss the emerging crisis in U.S. oil product markets and the battle of demand destruction.
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Widlitz: The circle of life for retailers is now complete
Stacey Widlitz of SW Retail Advisors discusses the rout this week in retail and consumer stocks, led by Walmart and Target, and how stores no longer have any pricing power.
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Brian Sullivan’s RBI: Post-Correction and Bear Market Performance
Brian Sullivan’s daily RBI segment on Worldwide Exchange compares every bull market following WWII, as the S&P 500 today approaches a bear-market collapse without experiencing a market decline between 10% and 20%.
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Du Toit: Global capital markets remain under pressure
Hendrik Du Toit, founder & CEO of asset management firm Ninety One, discusses how energy shortages around the world, particularly in Europe, on top of the sanctions levied against Russia amid the war in Ukraine, have complicated matters for the…
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Disruptor 50: How Exotec is using robotics to help fix the global supply chain and labor shortage
Romain Moulin, co-founder and CEO of French logistics firm Exotec, discusses how the company’s robotics system is helping to maximize operations in the warehousing and retail fulfillment business.
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Gibbs: Some stocks have become relatively cheap, but could become even cheaper
Erin Gibbs of Main Street Capital Management discusses the growing gap between stock winners and losers, and how this creates opportunity if you know where to look.
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