Vice President of Investor Relations & Corporate Development, Hni
Search every verified Matthew Mccall interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Matthew McCall, Vice President of Investor Relations & Corporate Development at HNI, has been producing a video series titled "Making Money with Matt McCall" in which he discusses market conditions, inflation data, and individual stocks. In September 2023, McCall commented on May CPI data, noting that year-over-year inflation came in at 4%, the lowest since March 2021, and that core inflation excluding food and energy was 5.3%. He attributed the persistent high core number to shelter costs, which rose 8% year-over-year, while pointing to declines in airline fares and egg prices as positive signs. McCall stated that following the data release, there was a 93% chance the Federal Reserve would raise interest rates. In earlier episodes from 2022, McCall discussed the Federal Reserve's largest interest rate hike in 28 years, the impact of geopolitical tensions on portfolios, and specific investment opportunities. He recommended books such as "The Future is Faster Than You Think" by Peter Diamandis and Steven Kotler, and highlighted sectors like energy, aerospace and defense, and industrial metals as potential beneficiaries during geopolitical conflicts. McCall also analyzed individual companies including Peloton, Brilliant Earth, Solo Brands, Exponential Fitness, and F45 Training Holdings, offering his views on their valuations and growth prospects. He expressed confidence that the S&P 500 would be up 20% from its end-of-2021 level at some point in 2022, citing producer price index trends and valuations.
“CPI came in year over year up four percent that's actually the lowest number we've seen since March 2021 over two years.”
“The core number which excludes food and energy was up 5.3 which again in line with expectations.”
“The reason that number continues to remain high is shelter, a year over year shelter which is about one third of CPI up eight percent year over year, up 0.6 month over month in the same time frame.”
“Airline fare now down 13.4 percent year over year, that's really good news.”
“Food's still up 6.7 percent year over year; however, eggs fell 13.8 month over month and are now down year over year.”
“After all this there's now a 93 percent chance that the FED tomorrow causes its...”
“The CPI comes out tomorrow morning and for the month of June obviously the estimates are for a gain year-over-year of 8.8 versus last month was a year-over-year gain of 8.6. If it comes in will be the highest level uh in about 40 years.”
“If the cpa comes out hotter than expected you're going to start seeing people saying wow we got to do 75 again by the fed and not everybody's pricing in 75 so we could see markets sell off on that.”
“The negativity that i see right now um and i've been in the u.s majority of the summer about a little bit but i even felt it when i was overseas and the negativity that surrounds people when you go ask somebody hey how's your day hey how you been it's not i've been great how about you you know things are good having a...”
“Most people when they think about inflation are the three things that make up 54% of CPI: food, energy, and shelter. Those are kind of the necessities that we have; we have to eat, we have to have shelter somewhere, and energy is a big player as well.”
“Services less energy, which includes big ticket items like shelter, paying your dog bill, veterinarian, and car rentals, makes up 57% of CPI and over the last 12 months that's up 5.2 percent.”
“The Fed just came out and decided on interest rates...we'll have a special breakdown of just that coming up on Friday so get ready for that — we'll analyze the reaction of the markets, analysts of different asset classes, and what the Fed decided to do with interest rates.”
“If you consider all the stuff that's in a smartphone in 2012 dollars he estimates it would have cost about one million dollars — ten years later you buy this thing for eight hundred bucks.”
“Quantum computing — there are certain calculations today that would take our current computers thousands of years; quantum computing will be able to do that in hours, which will help in so many aspects from semiconductor design to drug discovery.”
“5G, balloons, satellites — this just makes me think of Starlink, Elon Musk's company, which used satellites to help get internet service and connectivity to Ukraine during the invasion by Russia.”
Matt McCall discusses the May CPI data coming in at a 2-year low ahead of this week's June #FOMC meeting.
On this episode of Making Money With Matt McCall, Matt is focusing on you – the consumer. A large portion of the show is devoted to discussing consumers and the companies that are the best positioned for the next few years. If you believe that the consumer will continue to make up the largest portion of the U.S. economy, then you need to hear the names of the eight consumer stocks that are most likely to outperform in the years ahead – including discount retailer Target and infamous shoe brand Crocs, plus a few more you might not expect. It's time to prepare yourself for what's ahead. ⭐️ Ge…
Watch full video ➡️ https://www.youtube.com/watch?v=8S0_QuVQsNc ⭐️ Get Matt's FREE report ➡️ https://bit.ly/3r4zmtl ...
Matt gets asked all the time for recommendations on stock market books, and there's one in particular he couldn't recommend ...
Watch the full video ➡️ https://www.youtube.com/watch?v=GMbtsFfnZE0&t=1s ⭐️ Get Matt's FREE report ...
The stock market has continued to move lower as investors' fear levels reach heights we've rarely seen in the last three decades. But that's not the only thing at unprecedented levels right now. The relationship between bonds and stocks is doing something that hasn't been seen for more than four decades. Matt gives you all the details on the latest episode of Making Money With Matt McCall. Keep in mind that psychology will always drive prices in the short term. And speaking of psychology, May is Mental Health Awareness Month. So, Matt shares some eye-catching statistics about the major healt…
Matt breaks down the situation in this new episode of Making Money With Matt McCall and talks about what sectors the conflict ...
Matt McCall looks for two things when running his daily stock screens. The first are stocks that fit his long-term criteria and have ...
Matt McCall is getting in the Christmas spirit, and he has some early gifts to share with viewers. In this latest video podcast, Matt ...As uncertainty and volatility continue to rattle markets, @Matthew McCall breaks down what it means for investors-and explains ...
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