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(2102)

A 216% Premium for Home Tours

A 216% Premium for Home Tours

Matterport, a former SPAC, finds a new home. (00:21) Jason Moser and Deidre Woollard discuss: - Why this week may be crucial for the market. - If cable companies need to worry about Verizon. - What C...

22 Apr 202424min

A Shift to Hard Assets

A Shift to Hard Assets

Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there. Lawrence McDonald is a risk consultant, the founder of The Bear Traps Repor...

21 Apr 202425min

Before You Open an Investment Account

Before You Open an Investment Account

You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss: - The ...

20 Apr 202426min

Strong Earnings Results, Mixed Reactions

Strong Earnings Results, Mixed Reactions

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions. (00:21)...

19 Apr 202439min

The Treasure Hunt Economy

The Treasure Hunt Economy

Are little luxuries are still scoring with consumers? (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech r...

18 Apr 202426min

Reminder: The Chip Biz is Cyclical

Reminder: The Chip Biz is Cyclical

The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.  (00:21) Tim Beyers and Dylan Lew...

17 Apr 202426min

Big Banks and Big Screens

Big Banks and Big Screens

Dealmaking is back, and the banks are loving it. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors. - A long comeback ...

16 Apr 202430min

The Treat Yourself Economy Rolls On

The Treat Yourself Economy Rolls On

Retail numbers tell the story of a strong consumer. (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren’t buying. - What drives good numbers for Goldm...

15 Apr 202424min

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