Given the success of the Fourth of July “Ten Things You Should Watch/ Listen to/ Read” column, we thought we should begin to post interviews/ podcasts/ articles from this earnings cycle that are worth watching. As was the case with the Fourth post, we will start small and add others soon after they occur.
- Larry Fink 27-minute interview discussing BlackRock earnings (CNBC) is here. He has a good macro view of current economic issues and unabashedly defends his climate stance.
- PepsiCo CFO on earnings and COVID-19 here. “We are a perfect hedge” is the quote – less restaurant business (beverage sales) offset by more “stay at home” purchases (Quaker Oats, salty snacks).
More to be posted as earnings come in. Please send any suggested interviews/ articles/ earnings conference call recordings to email@example.com.