5 Stay-at-Home Stocks Revisited

5 Stay-at-Home Stocks Revisited

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2093)

How Nvidia Changed the World

How Nvidia Changed the World

There’s more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel intervie...

25 Jan 202530min

S&P 500: New Highs, Same Valuation Questions

S&P 500: New Highs, Same Valuation Questions

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and...

24 Jan 202540min

AI Gets Star Power

AI Gets Star Power

...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE ...

23 Jan 202531min

Party On Netflix!

Party On Netflix!

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? (00:14) Jim Gillies and Dylan Le...

22 Jan 202529min

Focus on (Tangible) Value

Focus on (Tangible) Value

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how...

21 Jan 202526min

The Future of AI and The Nature of Consciousness

The Future of AI and The Nature of Consciousness

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program c...

18 Jan 202542min

TikTok on the Clock

TikTok on the Clock

170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepe...

17 Jan 202540min

Big Bank Energy

Big Bank Energy

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2...

16 Jan 202531min

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