Bank Earnings, Travel Demand, Chip Design Automation
Blue Line Capital president Bill Baruch and analyst Jannis Meindl dive into the latest inflation numbers and the drivers behind the data. Bill and Jannis also share thoughts on three stock ideas. Wells Fargo after earnings season started with financials on Friday, Boeing in the context of commercial travel & defense trends, and Synopsys as a market leader in design automation.
Don’t hesitate to connect with our sister-company, Blue Line Capital: https://www.bluelinecapllc.com/
0:00 – Welcome to Triple Play
0:44 – Inflation & Bank of Japan
5:05 – Wells Fargo, Deposit & Loan Activity
10:04 – Boeing, Commercial Travel & Defense Spending
15:29 – Synopsys, Semiconductor Design Automation
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.