Retail Earnings, Pharma Price Wars, and Japanese Stock Strategies (August 18, 2025)
Автор: Wall Street Beats
Загружено: 2025-08-20
Просмотров: 27
In this episode of Wall Street Beats, hosts Steve Lamar and David Maris dive into a busy week on Wall Street. They discuss the latest retail earnings from giants like Target and Walmart, analyze the ongoing price battles in the pharmaceutical sector—especially between Novo and Lilly—and break down the implications for investors. David shares his approach to building a portfolio of Japanese stocks to hedge against a weakening dollar, including his research process and what to watch out for. The conversation also covers HIMSS’s recent performance, the challenges of telemedicine business models, and practical advice for investors of all portfolio sizes. Tune in for actionable insights and a candid look at the week ahead in the markets.
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