A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24 - podcast episode cover

A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24

Apr 30, 202444 min
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Episode description

24 hours until the Fed’s next decision on interest rates and one of our next guests says we could in for a hawkish surprise. She’ll tell us what she means by that and how to position. Plus, Amazon’s earnings expectations are sky-high, but one portfolio manager says the company’s firing on all cylinders and joins us to make his bullish case. And our mystery cloud stock of the day is hitting an all-time high on the back of an earnings beat. The CEO joins us exclusively with what’s driving the results.

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