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What finance podcasts are saying about

WSM

Substantive discussion
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
24 JUN24 JUNCNBC FAST MONEY · 12:15
Homebuilders and home improvement show technical strength
“Homebuilder equities and derivative home improvement retailers display resilient relative price strength driven by expectations of lower long-term interest rates.”
Substantive discussion · 3/5Verify in source →
18 JUN18 JUNCNBC FAST MONEY · 00:23
Lower energy prices boost homebuilder sentiment
“Declining oil prices reduce disinflationary pressures, driving expectations of improved housing affordability and boosting homebuilder stocks.”
Substantive discussion · 3/5Verify in source →
16 JUN16 JUNTHE COMPOUND AND FRIENDS
Williams-Sonoma outperforms on share buybacks and high-end consumers
“Williams-Sonoma's strong stock performance reflects high-income customer resilience and aggressive share repurchases, insulating it from broader housing weakness.”
Substantive discussion · 3/5Verify in source →
12 JUN12 JUNCNBC FAST MONEY · 00:45
Retail sector benefiting from lower oil prices
“Easing energy prices and consumer resilience are driving a broad-based rally across off-price and value retail stocks.”
Substantive discussion · 3/5Verify in source →
27 MAY27 MAYANIMAL SPIRITS · 02:30
Home renovation data misreads construction spending
“The guest argued that the reported surge in renovation spending is misleading because it's measured as a percentage of a falling construction spending denominator.”
Substantive discussion · 3/5Verify in source →
27 MAY27 MAYANIMAL SPIRITS · 04:00
Baby boomer homes drive 20-year renovation wave
“The guest argued that a long-term renovation trend is coming as baby boomers sell homes that need updating for younger buyers accustomed to HGTV standards.”
Substantive discussion · 3/5Verify in source →
27 MAY27 MAYANIMAL SPIRITS · 26:10
Renovation surge chart is misleading
“The hosts argued a chart suggesting higher rates drive more renovations is 'bunk' because it uses a misleading denominator (renovations as a percentage of falling construction spending).”
Notable comment · 2/5Verify in source →
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