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Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the latest macro data points with inflation exceeding expectations across data releases. With economic activity buoyant for the time being, we share our outlook. We also talk about 3 stocks: John Deere as an industrial stock trading at all-time highs, Raytheon with diversified revenues across defense, commercial airplanes, and aerospace electronics, and Marvell Technology with 39% of revenue from China.

Don't hesitate to connect with our sister company, Blue Line Capital.

We provide free access to the episode's chart pack, including all of the data discussed.

Timecodes:

0:00 - Stagflation Or Data Distortion?

4:47 - John Deere - Industrial Stock At Record Highs

11:00 - Raytheon - Diversified Revenue Streams In Defense

17:25 - Marvell Tech - Chip Stock With China Exposure

 

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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