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(2106)

GDP, Tesla, FinTech, and "Burrito Season"

GDP, Tesla, FinTech, and "Burrito Season"

As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the yea...

27 Jan 202339min

Netflix, Comcast, Southwest Airlines

Netflix, Comcast, Southwest Airlines

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the...

26 Jan 202322min

Eyes on the Cloud

Eyes on the Cloud

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectati...

25 Jan 202330min

2 Blue Chips Under Pressure

2 Blue Chips Under Pressure

How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech -...

24 Jan 202326min

Big Banks vs. Apple & PayPal

Big Banks vs. Apple & PayPal

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large...

23 Jan 202328min

GE’s Legacy & Lessons for Investors

GE’s Legacy & Lessons for Investors

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partne...

22 Jan 202331min

Real Estate Trends w/ Opportunity

Real Estate Trends w/ Opportunity

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt ...

21 Jan 202330min

Big Tech Layoffs, Signs of Housing Trouble

Big Tech Layoffs, Signs of Housing Trouble

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hasti...

20 Jan 202339min

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