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)

Cybersecurity, Heavy Equipment, Social Media

Cybersecurity, Heavy Equipment, Social Media

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's res...

2 Aug 202227min

How to Be Less Distracted (as an investor)

How to Be Less Distracted (as an investor)

Two stocks we recently covered on the show are back in the news. (0:22) Jason Moser discusses: - Outset Medical shares rising 20% on its announcement regarding shipments - How the FDA's thinking and O...

1 Aug 202225min

Ferrari, Tesla, and the Future of Cars

Ferrari, Tesla, and the Future of Cars

Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined...

31 Jul 202227min

Summer Q&A: 48% Dividend Yield, FinTech, Small Cap Energy Stocks

Summer Q&A: 48% Dividend Yield, FinTech, Small Cap Energy Stocks

You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about: - Whether a stock paying a 48% dividend yield...

30 Jul 202231min

4 Tech Titans Boost Stocks

4 Tech Titans Boost Stocks

Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market. (0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprisin...

29 Jul 202239min

3 Stocks We’re Pitching

3 Stocks We’re Pitching

Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration! (0:22) Maria Gallagher discusses: - Meta Platforms latest results in the midst of its transiti...

28 Jul 202224min

Big Tech Bounces Back

Big Tech Bounces Back

Microsoft and Alphabet didn't disappoint with their latest quarterly results. (0:22) Bill Mann discusses: - Microsoft having tough comps, with the cloud division shining once again - Alphabet proving...

27 Jul 202225min

Walmart Warns, Shopify Stumbles

Walmart Warns, Shopify Stumbles

Retail (physical and digital) is squarely in the spotlight. (0:22) Jason Moser discusses: - Walmart cutting guidance for the quarter and full fiscal year - The ripple effect for shares of Amazon, ...

26 Jul 202230min

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