Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell
With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and ot...
12 Okt 202440min
The Future of Cars and Search
Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is ...
11 Okt 202440min
Recipes for Sales Growth, Mac and Cheese
More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s...
10 Okt 202429min
Starbucks > Pepsi > Coke
For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. (00:21) Jason Hall and Mary Long discu...
9 Okt 202429min
Are Insurers Ready for Hurricane Milton?
Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insurers prepare for catastrophic losses. - What extreme...
8 Okt 202430min
The GDP Growth Myth
Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns. (00:12) Buck Hart...
7 Okt 202433min
Restaurants Play Value Games
David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: - How McDonald’s kicked off the value wars. - Why th...
6 Okt 202425min
The Commercial Real Estate Revival
In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming. Matt Argersinger is an ...
5 Okt 202425min
