Brian Stewart

speaker

910 appearances 18 recordings 2 series first heard Feb 2025 last heard 10 Apr

Brian Stewart’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Feb 2026 with 4.

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Wall Street Breakfast · Wall Street Roundup: Supreme Court Rules · 20 Feb 2026 podcast

Beat expectations in the holiday quarter.

So good news there, but earnings estimates were a little below expectations.

So the company is trying to moderate expectations for this year somewhat.

Also, the company's CEO, as part of the post-earnings conversation, said the pace of change in retail is accelerating.

And then he added that it's exciting, this accelerated pace of retailing.

And I think that could be brought to any sector.

It's the way technology is working now, the way AI is improving, the way companies are integrating it into it.

It's probably exciting in any sector you're going to go to, but also exciting

there's that danger.

An example from this week is Blue Owl Capital, the ticker is OWL, dropped after changing its policy regarding redemptions for a retail-focused private credit fund, also sold $1.4 billion of debt investments to institutional investors.

This played into the concerns that have been rising about the private credit

industry.

Basically, it's it's hedge funds and other sort of private institutions that are giving out loans the way a bank would.

There's concern that there's a mismatch between the way redemptions work in these funds and the illiquidity of the loan.

So you

loan, a large loan to a company, it's hard to get that money back if you have sort of a run on the bank for these hedge funds.

So it's been sort of identified as a potential weak place in the markets that are sort of offstage somewhat.

So you had that come back to the foreground.

And then another kind of canary in the coal mine kind of stock that I wanted to point out was Carvana.

it dropped eight percent following earnings again pretty solid quarter um revenue was up 58 had 43 increase in the number of vehicles sold however the stock was down on the idea that it's making less per card sold so you have the sort of expense piece coming into it so you have a lot of um

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