The shipping giant has a demand problem, while Nike may be out of the woods.
(0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales
(10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting.
Stocks mentioned: FDX, UPS, NKE, BX
Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson
Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks