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(2105)

A Bull Case for Walmart

A Bull Case for Walmart

Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital al...

10 Apr 202327min

Gambling Versus Investing

Gambling Versus Investing

A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu a...

8 Apr 202325min

11 Stocks for Spring Cleaning Your Portfolio

11 Stocks for Spring Cleaning Your Portfolio

If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges...

7 Apr 202339min

How Gen Z Spends

How Gen Z Spends

There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and s...

6 Apr 202325min

J&J Attempts a “Texas Two-Step”

J&J Attempts a “Texas Two-Step”

Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit co...

5 Apr 202328min

The WWE Makes a Match

The WWE Makes a Match

The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss:  - The terms of the deal, and the media rights stor...

4 Apr 202327min

Tesla’s Competition

Tesla’s Competition

Tesla hit all time records for production and deliveries but left Wall Street unsatisfied.  (00:21) Deidre Woollard and Asit Sharma discuss:  - Rivian’s profitability problem.  - How Tesla is trying t...

3 Apr 202325min

New Questions for Regional Banks

New Questions for Regional Banks

If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) a...

2 Apr 202328min

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