Earnings season officially kicked off!

(0:21 ) Jason Moser and Ron Gross discuss:
- Inflation falling for the 6th month in a row
- The common view Jamie Dimon and Brian Moynihan have on the U.S. economy
- Disney’s fight with activist investor Nelson Peltz
- Starbucks and News Corp becoming the latest companies announcing a return to offices
- The latest from Delta Air Lines and Outset Medical

(19:11 ) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants.
 
(36:15 ) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF.

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Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

Host: Chris Hill
Guests: Ron Gross, Jason Moser, David Henkes
Engineer: Rick Engdahl