08-16-19: Opinion:  Zillow Has One Of The ‘Most Flawed’ Business Models Ever
InvestTalk16 Aug 2019

08-16-19: Opinion: Zillow Has One Of The ‘Most Flawed’ Business Models Ever

One high profile investor is predicting bad things ahead for anyone betting in favor of online real estate site Zillow.

Today's Stocks & Topics: Interest Rates, GE - General Electric Co., Yield Curve, GT - Goodyear Tire & Rubber Co., European Bonds, T - AT&T Inc., SH - ProShares Short S&P 500, Z - Zillow Group Inc. Cl C, Gold: $1,523 per ounce, Oil: $54 per barrel, Gasoline: $2.63 per gallon on average, 10-year treasury: 1.544%, 2-year-- 1.517%, Bitcoin: $10,000 per coin, VIX - CBOE Volatility Index, The KPP Premium Newsletter, MO - Altria Group Inc., CGNX - Cognex Corp., Gold Stocks.

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Episoder(2156)

Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio

Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio

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28 Jul 42min

The Fed's Impossible Position: War Inflation vs. Rate Cuts

The Fed's Impossible Position: War Inflation vs. Rate Cuts

With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy s...

25 Jul 41min

Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?

Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its o...

24 Jul 43min

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. Th...

23 Jul 44min

Can the Magnificent Seven Earnings Hold the Market Up?

Can the Magnificent Seven Earnings Hold the Market Up?

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creatin...

22 Jul 44min

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with...

21 Jul 45min

War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict

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Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why t...

18 Jul 45min

Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?

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