Answers from Airbnb, Questions for Upstart

Answers from Airbnb, Questions for Upstart

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock. (17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Warren Buffett Passes the Torch

Warren Buffett Passes the Torch

After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - Warren Buffett’s plan to step down as CEO of Berks...

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Friendshore First, Trade War Second

Friendshore First, Trade War Second

Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School ...

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Taking the Market's Weight

Taking the Market's Weight

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is...

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The Best Company in Big Tech?

The Best Company in Big Tech?

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put ...

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Is Starbucks Serving Up Promise or Peril?

Is Starbucks Serving Up Promise or Peril?

Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes’ extra time....

30 Apr 202531min

A Steady Business During Uncertain Times

A Steady Business During Uncertain Times

PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impacting the Port of Los Angeles. - What PayPal’s ad...

29 Apr 202532min

The Compounding Consumer Crunch

The Compounding Consumer Crunch

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino’s earnings s...

28 Apr 202529min

The Rise of Prediction Markets

The Rise of Prediction Markets

This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at predicti...

26 Apr 202547min

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