The War on Checks

The War on Checks

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves. Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2102)

Grab Your Groceries

Grab Your Groceries

More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery. Bill Barker and Deidre Woollard discuss: - Whether Walmart is learning from grocers or groc...

17 Aug 202319min

Two Sides of Retail

Two Sides of Retail

Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.  (00:21) Jason Moser and Dylan Lewis discuss: - Cava’s stellar first earn...

16 Aug 202317min

2 Short 2 Furious

2 Short 2 Furious

Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma dis...

15 Aug 202319min

PayPal Finally Finds Its New Chief

PayPal Finally Finds Its New Chief

PayPal finds its new leader over at Intuit; can he make this fintech shine again? Jason Moser and Deidre Woollard discuss: - Dan Schulman’s report card as a CEO. - What Alex Chriss might, or might no...

14 Aug 202324min

Revisiting Crypto and Meme Stocks

Revisiting Crypto and Meme Stocks

Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad...

13 Aug 202327min

Mailbag: Commercial Real Estate, Personal Finance, and International Investing

Mailbag: Commercial Real Estate, Personal Finance, and International Investing

Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445. - (1:04) Will there be a commercial...

12 Aug 202332min

$1 Trillion in Credit Card Debt

$1 Trillion in Credit Card Debt

The margin of safety for household spending keeps shrinking.  (00:21) Jason Moser and Matt Argersinger discuss: - What the producer price index is saying about the cost of goods and services. - Ameri...

11 Aug 202339min

All About the Ads

All About the Ads

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscr...

10 Aug 202334min

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