Scott Galloway on CEOs, Big Tech, and Energy
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. ...
30 Sep 202239min
An IPO, In This Environment?
Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September! (0:18) Dylan Lewis and Tim Beyers discuss: - Why Porsche is going public while o...
29 Sep 202227min
"All of this has happened before."
If what's happening today with Apple seems familiar, it should. (0:21) Jim Gillies discusses: - Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to...
28 Sep 202221min
Mistakes? We've Made A Few
When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mulle...
27 Sep 202227min
Prime Day 2: E-Commerce Boogaloo
For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it...
26 Sep 202220min
What Do Higher Interest Rates Mean for REITs?
Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest ...
25 Sep 202220min
Morgan Housel on Inflation, Incentives, and Investing through Bear Markets
“No one's success is proven until they've survived a calamity.” You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separa...
24 Sep 202225min
Recession Fears, House Hacking, Consumer Spending for the Holidays
For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in ...
23 Sep 202239min
