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)

Uber Makes a Profit

Uber Makes a Profit

For the first time ever, Uber reported an operating profit. Staying in the green is a different story.  (00:21) Ricky Mulvey and Bill Mann discuss: - Uber’s long-term vision. - If the ride hailing ap...

1 Aug 202327min

Yellow Can’t Keep On Trucking

Yellow Can’t Keep On Trucking

Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the worl...

31 Jul 202330min

Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs

Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs

Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development. Rolfe Winkler is ...

30 Jul 202320min

Rule Breaker Investing Fundamentals

Rule Breaker Investing Fundamentals

Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? Ricky Mulvey caught up with Rule Breakers Lead...

29 Jul 202333min

Show Me the Earnings!

Show Me the Earnings!

The earnings parade is on, and this quarter it pays to be in the black. (00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards.  - Why ear...

28 Jul 202339min

Meta Has 3 Billion Users. Now What?

Meta Has 3 Billion Users. Now What?

Meta has our attention but will we follow Mark Zuckerberg into the metaverse? (00:21) Asit Sharma and Deidre Woollard discuss: - Meta’s soaring ad impressions amid a tough advertising market. - If Ma...

27 Jul 202333min

Microsoft and Alphabet’s Cash Stacks

Microsoft and Alphabet’s Cash Stacks

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.     (00:13) Tim Beyers and Dylan Lewis discuss:   - Microsoft’s strong cloud bu...

26 Jul 202325min

What Makes a Good 401(k)?

What Makes a Good 401(k)?

When interest rates rise, investors are supposed to move to safer assets. (00:14) Jim Gillies and Ricky Mulvey discuss:   - Medpace shares hitting an all time high.  - If investors should prepare fo...

25 Jul 202329min

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