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Why Cyclicals Are About to Have a Moment, with Matt Warder | Cabot Street Check
Manage episode 424819043 series 3470620
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This week on Street Check, Chris and Brad discuss Nvidia (NVDA) briefly becoming the largest publicly traded company in the world and its rocky end to the week before looking at the latest retail sales figures and some of the economic reports on tap for the week ahead. Then, they talk AST SpaceMobile (ASTS), its impressive returns since mid-May and the company's space-based cellular offerings. In the main segment, they welcome on Matt Warder, Chief Analyst of Cabot Turnaround Letter, to explore cyclicality in stocks, his background in commodities, and the opportunities he sees in the months ahead. To read more insights from Matt in Cabot Turnaround Letter, click here.
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