We Love Cooling Inflation!
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's pote...
11 Nov 202239min
Did We Just Hit The Bottom?
A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bottom for stocks - Bumble benefitting from today's...
10 Nov 202226min
CEO's Seat Getting Warmer
The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks divi...
9 Nov 202228min
Money & The Average American
Rough years for Lyft and Tripadvisor get even rougher. (0:21) Ron Gross discusses: - Lyft disappointing Wall Street in one key metric - Why Uber's diversification is currently an asset - Tripadvisor'...
8 Nov 202221min
Amazon Music is now FM Radio
Sometimes opportunity comes in the form of competitors making a mistake. (0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week - How lon...
7 Nov 202227min
McKinsey’s Hidden Influence
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKi...
6 Nov 202227min
Buybacks Done Well (and Not-So-Well)
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made som...
5 Nov 202224min
Surprising Earnings and Portfolio Protection
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's c...
4 Nov 202239min
