Recession risk and pockets of strength

MAR 7, 202510 MIN
Wall Street Breakfast

Recession risk and pockets of strength

MAR 7, 202510 MIN

Description

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). <a href="https://seekingalpha.com/news/4418368-trump-establishes-strategic-bitcoin-reserve?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">Bitcoin</a> in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).<br /><br />Show links: <br /><a href="https://seekingalpha.com/article/4762227-anheuser-busch-inbev-sa-nv-bud-q4-2024-earnings-call-transcript?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">Anheuser-Busch Q4 Earnings Transcript</a><br /><a href="https://seekingalpha.com/news/4418130-the-u-s-trade-deficit-has-spiked-to-record-highs-amid-tariffs-fears?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">U.S. trade deficit has spiked to record highs amid tariffs fears</a><br /><a href="https://seekingalpha.com/article/4705544-a-new-age-for-crypto-with-john-dagostino-john-hoffman-and-chris-kuiper?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper</a><br /><br />Episode transcripts: <a href="http://seekingalpha.com/wsb?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a><br /><br />Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:recession_risk_pockets_of_strength" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.