Wharton Professor on Risk and Returns
Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: Disconnects between the real economy and financial markets, Whether the US stock market is merely a “lucky survivor,” And the dangers of institutional thinking – in investing and academia. Tickers discussed: NOK, BTC Host: Ricky Mulvey Guest: Jules van Binsbergen Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Jan 202442min
Liz Ann Sonders on the Rolling Recession
Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up. Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss: - Why investors should pay attention to the S&P 600. - Cracks in consumer spending. - The year of efficiency, part two. - A major tailwind for the economy. Host: Deidre Woollard Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Jan 202432min
Activist Investors are Acting Up
Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn’t bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season. (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans. (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings. Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Jan 202440min
Are Job Cuts A Sword Or A Knife?
(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold. (16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies. Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: David Meier, Ricky Mulvey, Alicia Alfiere Producers: Mary Long, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Jan 202427min
Robot Surgeons and Legal Financiers
The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. (00:21) Jason Moser and Dylan Lewis discuss: - The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked. - Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash. - An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID. (12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina. Companies discussed: UBER, LYFT, DASH, AMXZN, BUR Host: Dylan Lewis Guests: Jason Moser, Rich Griefner, Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Jan 202427min
Crocodile Pop
Crocs investors are expecting slower sales growth this year, but they’re still celebrating. (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the business. - Crocs updated sales guidance, and low valuation. - Why investors seem to always celebrate layoff announcements. Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year. Dividends report: www.fool.com/2024dividends Companies discussed: BA, SPR, CROX Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Jan 202425min
Headsets First, Killer Apps Second
The Consumer Electronics Show kicks off with big news from Nvidia and many more. (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro successful. - The relevance of Twilio’s CEO switch. (17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars. Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Kevin Simzer Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Jan 202431min
Morgan Housel on Economic Forecasts, Resolutions, and Writing
Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about: - Setting up processes, not resolutions for the new year. - The biggest significant economic story (that’s already known). - What early criticisms of cars, airplanes, and AI have in common. Host: Dylan Lewis Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Jan 202426min
