“Are We There Yet?”

This podcast episode examines the recent CPI data and its impact on the market, highlighting the potential end of rate hikes and the challenges faced by companies like Walmart and Target. It also analyzes Home Depot's performance, Warren Buffett's investment strategies, and the complexities of carbon credits, offsetting, and market-based solutions for climate change. Additionally, the discussion includes Rockwell Automation's market opportunity and dividend yield, as well as Vail Resorts' volatility.