The War on Checks
Motley Fool Money17 Loka 2022

The War on Checks

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves. Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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PJ Vogt on AI, VR, and Tech Cycles

PJ Vogt on AI, VR, and Tech Cycles

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him ...

19 Helmi 202329min

iBuying, Real Estate Investing, Home Inventory

iBuying, Real Estate Investing, Home Inventory

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesa...

18 Helmi 202322min

The (Wall Street) Hits Keep On Coming

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

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

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

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

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

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

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