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(2111)

Airlines, Housing, and Your Wardrobe

Airlines, Housing, and Your Wardrobe

Home sales fell nearly 6% in July. (0:21) Jason Moser discusses: - The challenge for 1st-time home buyers - Why he prefers investing in residential real estate through home improvement businesses (ra...

18 Aug 202226min

Does Spotify Have A Moat?

Does Spotify Have A Moat?

Big Retail Earnings Week continues with the latest results from Target and Lowe's. (0:21) Asit Sharma discusses: - Target's 2nd-quarter profit falling nearly 90% compared to last year - Silver lin...

17 Aug 202222min

The Quotable Mr. Buffett

The Quotable Mr. Buffett

Big Retail starts to report earnings and the news is good (so far). (0:21) Jason Moser discusses: - Walmart exceeded lowered expectations for the 2nd quarter - CEO Doug McMillon's comments on the new...

16 Aug 202229min

“Cash doesn’t lie.” Peloton’s Predicament

“Cash doesn’t lie.” Peloton’s Predicament

Peloton announces more layoffs and store closings. (0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The r...

15 Aug 202230min

Residential Real Estate is Cooling, Not Crashing

Residential Real Estate is Cooling, Not Crashing

Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views o...

14 Aug 202224min

Small Cap Investing 101

Small Cap Investing 101

This is the fun part of being a stock investor. Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss: - Why small...

13 Aug 202230min

The New Bull Market

The New Bull Market

This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterpris...

12 Aug 202239min

Disney Passes Netflix

Disney Passes Netflix

The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix. Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney...

11 Aug 202230min

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