Energy Investing 201: Relentless Demand, Uncertain Supply
Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where t...
11 Kesä 202227min
Inflation, Retail, Housing, and Alternative Assets
Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss: - DocuSign's 25% drop - Target's bold moves - Stitch Fix contin...
10 Kesä 202239min
How SEC's Proposed Rule Changes Could Affect Investors
SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses: - Why payment-for-order-flow (PFOF...
9 Kesä 202226min
Should Netflix Buy Roku?
Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its re...
8 Kesä 202225min
Apple Flexing Its Balance Sheet
Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses: - CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems - Preppi...
7 Kesä 202229min
Stock Splits Matter
Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses: - Research from Bank of America showing the 12-mon...
6 Kesä 202226min
Flawed Models Driving Back-to-Office Plans
Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean...
5 Kesä 202224min
Weed Economics 101
Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?) Robin G...
4 Kesä 202225min
