Episode Details

Walmart reports earnings this morning after Home Depot and Target said consumers are pulling back on discretionary spending. TD Cowen's Oliver Chen discusses his expectations. Plus, famed hedge fund manager Michael Burry may be betting big on China, but the rest of Wall Street is growing more skeptical about the world's second largest economy. KraneShares' Brendan Ahern breaks down the trade. And, mining companies are sitting on a lot of cash after last year's strength in commodity prices, which is fueling a boom in lithium M&A activity. Stifel's Cole McGill weighs in on the sector.