Disney Passes Netflix
The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix. Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney...
11 Aug 202230min
This Is When Amazing Companies Are Born
While some tech companies announce lay-offs, others are posting blowout earnings. (00:21) Deidre Woollard and Tim Beyers discuss: - How a decrease in consumer spending is hitting SaaS companies in u...
10 Aug 202228min
The Wrong Side of The Learning Curve
Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U...
9 Aug 202223min
Shopify: Bull vs. Bear
What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's lon...
8 Aug 202222min
The War for Your Wallet
"We want a cashless society." That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implica...
7 Aug 202232min
Do CEOs Need Term Limits?
What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s t...
6 Aug 202231min
Rise of the Machines, Jobs, and Earnings
The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving ...
5 Aug 202239min
Time to Buy Industrial REITs?
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's...
4 Aug 202223min
