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Magic Markets #218: Consumer Conundrum

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Manage episode 474749443 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing?

And does it make a difference to look at discretionary vs. defensive stocks?

Find out in this episode of Magic Markets.

  continue reading

207 episodes

Artwork

Magic Markets #218: Consumer Conundrum

Magic Markets

22 subscribers

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Manage episode 474749443 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing?

And does it make a difference to look at discretionary vs. defensive stocks?

Find out in this episode of Magic Markets.

  continue reading

207 episodes

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