The EV Truck War Is Officially On
Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning. (00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars. (18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy. Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Jul 202330min
A Marketplace of Ideas
So, you’ve got an idea. But how do you get the backing to make your big dream a reality? Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about: How tighter lending environments lead to entrepreneurship booms What drives backers to participate in funding campaigns that pay off in rewards rather than equity And how the laboratory-like nature of crowdfunding can help predict “the next big thing” before it goes mainstream Host: Deidre Woollard Guest: Becky Center Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Jul 202327min
Hand-Wavy Finance
S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Jul 202323min
Big Banks Cash In
If you bank with the one of the giants, you might be helping pad their bottom line. (00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies. (19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. (31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Jul 202339min
Travel Is Still Flying High
Another positive sign for the travel industry as Delta raises guidance. (00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos. (15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies discussed: DAL, PEP Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Jul 202325min
One Step Closer to a $69B Deal
The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline. (00:21) Bill Mann and Dylan Lewis discuss: - Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen. - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition. (14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie. Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Jul 202325min
Prime Shoppers Spend More
Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company? (00:21) Ricky Mulvey and Jason Moser discuss: - The services that Amazon wants shoppers to notice. - If Prime Day is an economic bellwether. - Bank of America’s fine from the Consumer Financial Protection Bureau. Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style. Companies discussed: AMZN, BAC Pullback stocks report: https://www.fool.com/pullback Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Wade Pfau Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Jul 202329min
The NY Times Goes All In On The Athletic
The New York Times leaves its sports desk behind as it puts its might behind The Athletic. (00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property. (15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market. Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Jul 202327min
