Wall Street Breakfast

By: Seeking Alpha
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  • Summary

  • Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

    Transcripts: seekingalpha.com/wsb
    Copyright Seeking Alpha
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Economics Personal Finance Politics & Government
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Episodes
  • The stock market remains undefeated

    The stock market remains undefeated
    May 11 2025
    Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.

    Show links:
    Masters In Business
    Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
    Trump says China wants to make a trade deal, open to lowering tariffs if talks go well

    Episode transcripts: seekingalpha.com/wsb

    Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    9 mins
  • Boots, Beats & Billion-Dollar Brands

    Boots, Beats & Billion-Dollar Brands
    May 10 2025
    Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.

    Episode transcripts seekingalpha.com/wsb.

    Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript

    Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript

    Boot Barn is tipped by BTIG to be a retail sector outperformer

    Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    9 mins
  • Optimistic with an asterisk

    Optimistic with an asterisk
    May 9 2025
    Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).

    Episode transcripts: seekingalpha.com/wsb

    Show links:
    AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
    US-UK trade deal to increase access to billions of dollars of US products, Trump says
    Trump suggests cutting China tariffs to 80%

    Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    16 mins
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Better than my morning coffee is.

Love it! Great way to get the day started. It’s become part of the morning routine g routine.

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