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(2110)

Mistakes? We've Made A Few

Mistakes? We've Made A Few

When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mulle...

27 Sep 202227min

Prime Day 2: E-Commerce Boogaloo

Prime Day 2: E-Commerce Boogaloo

For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it...

26 Sep 202220min

What Do Higher Interest Rates Mean for REITs?

What Do Higher Interest Rates Mean for REITs?

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest ...

25 Sep 202220min

Morgan Housel on Inflation, Incentives, and Investing through Bear Markets

Morgan Housel on Inflation, Incentives, and Investing through Bear Markets

“No one's success is proven until they've survived a calamity.” You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separa...

24 Sep 202225min

Recession Fears, House Hacking, Consumer Spending for the Holidays

Recession Fears, House Hacking, Consumer Spending for the Holidays

For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in ...

23 Sep 202239min

Are SPACs Done?

Are SPACs Done?

What does it say that no private company wants a check for $1.1 billion? (0:21) Bill Mann discusses: - The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected...

22 Sep 202223min

YouTube vs. TikTok

YouTube vs. TikTok

Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash. (0:25) Maria Gallagher discusses: - YouTube's announcement of a new revenue-sharing model for creators of sh...

21 Sep 202223min

"Make no mistake, this too shall pass."

"Make no mistake, this too shall pass."

Bear markets always come to an end, but they're not necessarily fun while they last. (0:21) Bill Mann discusses: - The market reacting to the Federal Reserve's announcement a day before the Fed actua...

20 Sep 202227min

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