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(2103)

Icahn Gets His Way

Icahn Gets His Way

Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition? (00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s C...

12 Jun 202325min

Are Banking Relationships Sticky?

Are Banking Relationships Sticky?

When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then? Motley Fool Senior Analyst Bill Mann cau...

11 Jun 202322min

“No One Will Ever Need a PC in Their Homes.”

“No One Will Ever Need a PC in Their Homes.”

A new technology won’t go far unless it solves a migraine-level problem.  Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss: - How investors can think about adoption l...

10 Jun 202330min

Spatial Computing and Safety Deposit Boxes in the Sky

Spatial Computing and Safety Deposit Boxes in the Sky

Will mixed reality win out over virtual reality? And is crypto a security?  (00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial compu...

9 Jun 202339min

Game over for GameStop’s CEO

Game over for GameStop’s CEO

GameStop’s CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - ...

8 Jun 202321min

Mixed Signals From Real Estate and Regional Banks

Mixed Signals From Real Estate and Regional Banks

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.  (00:15) Bill Mann and Dylan Lewis discuss: How rising rates and lo...

7 Jun 202327min

Apple's $3500 "Snowboard Goggles"

Apple's $3500 "Snowboard Goggles"

Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.” (00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product...

6 Jun 202324min

AI Is Not A Person

AI Is Not A Person

The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat. (00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The ch...

5 Jun 202328min

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