Watching Business Evolution in Real Time
Ford Motor CEO Jim Farley is attempting to grow the electric vehicle part of his company while not alienating any stakeholders, especially employees. (0:20) John Rotonti discusses: - Farley's plan to...
22 Helmi 202227min
Volatility = Price of Admission
The recent ups and downs (and more downs) of the stock market have rattled some investors, so we called on a friend to help put this volatility in context. Senior analyst Maria Gallagher talks with be...
20 Helmi 202225min
Making Sense of Stock Drops
History doesn’t repeat, but it often rhymes. We're going back in time to make sense of past “stock drops” and pull out the lessons that investors can use today, including: - What to look for from comp...
19 Helmi 202235min
Finding Long-Term Winners in a Rough Market
After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0...
18 Helmi 202239min
"This is why we can't have nice things!"
(0:20) Maria Gallagher discusses: - Nvidia wrapping up the fiscal year with strong results across the board - DoorDash increasing orders as well as the amount of money spent per order - Surprisingly s...
17 Helmi 202225min
Consumer Spending, E-Commerce, and the Business of Lodging
(0:20) Bill Mann discusses: - Retail sales growing nearly 4% in January - Shopify's strong growth in 2021 being followed by slightly less growth in 2022 - Why shares of Shopify will never look cheap -...
16 Helmi 202225min
Intel's $5 Billion Bet
(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconduc...
15 Helmi 202228min
Bull vs. Bear: American Express
(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as t...
14 Helmi 202229min
