Episode Details

With Frank on a boots-on-the-ground research trip, I (Daniel) am behind the mic to cover today's top headlines.

Earnings season is officially underway. I share my thoughts on the latest results from JP Morgan, Goldman Sachs, and Delta Airlines… and what they tell us about the macro environment. [2:12]

Focusing on Delta, I explain why CEO Ed Bastian's recent comments are positive for the economy. [4:33]

BlackRock CEO Larry Fink talked to CNBC about inflation, earnings season, and why he expects market gains to be muted going forward. I highlight why it's important for investors to manage expectations accordingly. [10:07]

Hedge fund titan Bill Ackman took to Twitter to express his views on how the Fed should approach inflation. I break down why the Fed is in a tough position as it tries to balance economic needs with market concerns. [14:48]

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