Livewire’s Chris Conway joined James Tsinidis and Kieran Moore on Munro’s Invest in the Journey podcast to talk US earnings season.

As well as discussing some of the (positive) earnings surprises, the discussion covered how big tech fared during the earnings season and whether or not tech names have had their day in the sun, the opportunity that is AI, China reopening, healthcare’s strong performance during the season, and the Inflation Reduction Act.

James and Kieran also share eight stocks that they like right now, which populate various Munro portfolios.

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Stephen Miller is an Investment Strategist with GSFM. The views expressed are his own and do not consider the circumstances of any investor.

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