A One-Night Tenant

A One-Night Tenant

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss: If Airbnb can take a greater share of the hospitality market. Why sports and the Sphere are a winning combination for Las Vegas. How large-group travel provides a safety net for Ryman Hospitality. Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2120)

Fortnite vs. Apple and the Future of Malls

Fortnite vs. Apple and the Future of Malls

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in mo...

14 Aug 202039min

David Bowie, Financial Genius

David Bowie, Financial Genius

The late, great David Bowie was not just one of the most influential musicians of the past 50 years. He was also brilliant at hedging financial risk. In her book An Economist Walks Into A Brothel: And...

11 Aug 20202min

Disney’s Streaming Surprise, Telemedicine Mergers, and Operation HOPE

Disney’s Streaming Surprise, Telemedicine Mergers, and Operation HOPE

Disney’s streaming service gets the job done. Wayfair crushes expectations. Arista Networks sells off despite beating expectations. Square gets a boost from the Cash App. Teladoc and Livongo Health en...

7 Aug 202039min

Making Solomon’s Paradox Work for You

Making Solomon’s Paradox Work for You

Solomon’s Paradox, the ability to think more sensibly about other people’s problems than our own, is common. In her book Weird: The Power of Being an Outsider in an Insider World, Olga Khazan shares h...

4 Aug 20202min

Revenge of the Big Tech Stocks

Revenge of the Big Tech Stocks

Amazon, Apple, and Facebook all rise on their latest earnings reports. Alphabet 2nd-quarter makes history, but not in a good way. PayPal and Teladoc Health hit all-time highs, while Visa and Mastercar...

31 Jul 202039min

The Case for Breaking Up Big Tech

The Case for Breaking Up Big Tech

Scott Galloway is a professor at NYU Stern and author of the best-selling book The Four: The Hidden DNA of Apple, Amazon, Facebook, and Google. As the CEOs of those four businesses get ready to head t...

28 Jul 20203min

Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Cola’s CEO...

24 Jul 202039min

Michael Lewis on the Two Men Who Changed Our Minds

Michael Lewis on the Two Men Who Changed Our Minds

Other than their fields of study Daniel Kahneman and Amos Tversky could hardly be more different. In The Undoing Project: A Friendship that Changed Our Minds, best-selling author Michael Lewis shares ...

21 Jul 20202min

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