The Great Cacao Shortage
Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.
(00:44) Ron Gross and Jason Moser discuss:
- Tesla’s return to growth expectations and positive returns for investors in 2024.
- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.
- Earnings from UPS and Coke, and McDonald’s E.Coli issues.
(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.
(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.
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Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Rick Engdahl
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