Jeff Macke Is On Target With Retail

Jeff Macke Is On Target With Retail

Author: Sean McLaughlin & Steve Strazza February 14, 2025 Duration: 1:04:26
Strap in. When Jeff Macke is driving the conversation, you need to pay attention. The wisdom, wit, and one-liners fly by fast. While other seven-year-olds spent their weekends playing with Lincoln Logs and Wiffle Ball, Jeff was riding around town in a station wagon with his dad, visiting Target stores. He wasn’t just tagging along—he was analyzing end-caps, product presentations, and the cleanliness of the floors and staff. As the son of a future Target CEO, he learned early that “a dirty store is an F-you to the customer.” And with that, a future retail stocks analyst was born. Today, nobody does it better. In this episode of Off The Charts, Jeff shares some of the principles that guide his investment decisions, how he spots trends early, and why the “story” around retail—along with the integrity of the management team—can have an outsized impact on an investment opportunity. If there’s one thing we learn from Jeff about investing in retail and consumer goods, it’s this: There’s plenty of fun to be had if you know where to look.

Off The Charts is a conversation between Sean McLaughlin and Steve Strazza that cuts through the noise of financial media. This isn't about hot stock tips or sensational headlines. Instead, it's a grounded look at the actual price action and market structure driving asset classes across the globe. Each episode breaks down the technical narratives unfolding on the charts, from equities and commodities to currencies and bonds. Sean and Steve bring a practitioner's perspective, discussing the interplay of trends, momentum, and key levels that active traders and long-term investors need to understand. The dialogue is straightforward and focused on the mechanics of the market, offering a clear-eyed assessment of risk and opportunity. You'll hear detailed analysis on sector rotation, breakout attempts, and the underlying strength or weakness in various indices. The goal is to provide a factual, chart-based framework for navigating markets, stripping away emotion and focusing on what the data is saying. Tune in for a no-nonsense, technically-focused take on finance. Find Off The Charts wherever you get your podcasts.
Author: Language: English Episodes: 27

Off The Charts
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