This podcast episode covers a range of topics, including strong performances by Walmart and Deere in the first and second quarters respectively, mixed results from Home Depot and Foot Locker, and the anticipation surrounding Apple's mixed reality headset. It also discusses the success of Netflix's ad-supported tier and the state of the stock market from an Australian investor's perspective. Other topics include the success of American businesses in Australia, the Australian Rugby team's chances in the World Cups, the ongoing legal battle over the "Taco Tuesday" trademark, and an analysis of Owens Corning and Lowe's in the home improvement industry.