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(2100)

Slow Growth Silver Linings

Slow Growth Silver Linings

Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s...

21 Nov 202328min

Is This The Beginning Or The End Of OpenAI?

Is This The Beginning Or The End Of OpenAI?

With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pa...

20 Nov 202330min

The Einsteins of Our Time

The Einsteins of Our Time

Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter:...

19 Nov 202325min

You Want Chips with That?

You Want Chips with That?

Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?  Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at T...

18 Nov 202323min

“Are We There Yet?”

“Are We There Yet?”

After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes. (00:21) Jason Moser and Matt Argersinger discuss: - Why...

17 Nov 202340min

About That Guidance

About That Guidance

For both Walmart and Cisco, expectations for the future don’t tell the whole story. (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the mee...

16 Nov 202330min

A Burger Turnaround?

A Burger Turnaround?

Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. (00:21) Tim Beyers and Dylan Lewis discuss:...

15 Nov 202329min

Inflation Cools Down, Stocks Heat Up

Inflation Cools Down, Stocks Heat Up

Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. (00:21): Ricky Mulvey and Asit Sharma discuss:  - What...

14 Nov 202326min

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