We got calm and sober insight this week into a myriad of factors affecting financial markets.

That came courtesy of the management brain trust of Davis Rea Investment Counsel during the company’s live Quarterly Call.

John O’Connell, Chairman, CEO & CIO, and Don Ritchie, President, fielded my questions and delved into an array of topics including:

  • Whether stock investors are complacent at the moment,
  • Whether the regional banking issues are contained,
  • Interest rates,
  • The glory of pricing power at PepsiCo and McDonald’s,
  • Meta’s comeback,
  • Comparatively sluggish growth at Amazon,
  • Commercial real estate problems,
  • And whether AI is being overhyped and investors are getting sucked in.

Grab a beverage of your choice and enjoy this conversation.

Click here to watch…