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(2120)

The End of Earnings Guidance?

The End of Earnings Guidance?

Warren Buffett and Jamie Dimon make the case for ending earnings guidance. Howard Schultz steps down from Starbucks. Twitter joins the S&P 500. Five Below soars above expectations. And Smucker tries t...

8 Jun 201841min

Hidden Gorillas and Predictable Irrationality

Hidden Gorillas and Predictable Irrationality

On this week's show, we revisit some of our favorite conversations about investor behavior. Best-selling author Carl Richards talks about the benefits of the overnight test. Christopher Chabris talks ...

1 Jun 201839min

Surprising Earnings and Summer Movies

Surprising Earnings and Summer Movies

Lowe’s gets some love. Footlocker jumps higher. Tiffany sparkles. And what the heck is GDPR??? Aaron Bush, David Kretzmann, and Jason Moser talk earnings news, analyze what a new set of privacy rules ...

25 Mai 201841min

Retail Surprises, Sports Betting, and Royal Marital Advice

Retail Surprises, Sports Betting, and Royal Marital Advice

Macy’s surprises. Walmart slips. Home Depot sells off. PayPal makes a big buy. And Campbell’s Soup gets a shakeup. Our analysts discuss those stories and dish out some marital advice for the royal wed...

18 Mai 201842min

Uber's Road Ahead

Uber's Road Ahead

Wall Street shrugs off big earnings from Disney. Nvidia connects. TripAdvisor flies higher. MercadoLibre stumbles. Electronic Arts wraps up a strong year. iQiyi pops, while Dropbox drops. Plus, Bloomb...

11 Mai 201840min

The Buffett You Don't Know

The Buffett You Don't Know

Apple surprises. Walmart gets serious in India. Shake Shack raises the roof. T-Mobile and Sprint hope the third time’s a charm. Snap slumps. And Tesla’s CEO generates some electricity. Plus, CNBC’s Be...

4 Mai 201840min

Tech Titans: Infinity War

Tech Titans: Infinity War

Amazon hits a new high, and raises the price on Prime. Alphabet racks up big profits amid higher spending. Facebook posts record revenue, while Microsoft’s cloud goes higher. Which one of these tech b...

27 Apr 201840min

Netflix, Amazon, and the Future of Sports Media

Netflix, Amazon, and the Future of Sports Media

Amazon gives Wall Street 100 million reasons to be bullish. Netflix produces another great quarter. Wells Fargo gets a billion-dollar fine.  And Mattel’s CEO jumps ship.  Ron Gross, Jason Moser and Da...

20 Apr 201840min

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