Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a blacksmith, not a goldsmith - Home Depot raising guidance after strong 1st-quarter profits - The role of higher mortgage rates play for home improvement retailers

(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.

Stocks discussed: WMT, HD, LOW, AMZN

Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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