The (Wall Street) Hits Keep On Coming
It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Reco...
17 Helmi 202339min
The Once & Future Zillow
After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growi...
16 Helmi 202321min
Answers from Airbnb, Questions for Upstart
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow ...
15 Helmi 202330min
Big Macro & Big Red
Once again the monthly CPI report got Wall Street's attention. (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed -...
14 Helmi 202323min
Twilio's Layoffs, Spotify's Strategy
For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on...
13 Helmi 202328min
Beth Kindig on AI, Semiconductors, and Tech Cycles
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard c...
12 Helmi 202321min
Lies My Income Statement Told Me
What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business wh...
11 Helmi 202323min
NFL Predictions, AI Competitions
Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulma...
10 Helmi 202339min
