A One-Night Tenant

A One-Night Tenant

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss: If Airbnb can take a greater share of the hospitality market. Why sports and the Sphere are a winning combination for Las Vegas. How large-group travel provides a safety net for Ryman Hospitality. Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Inflation and Investing

Inflation and Investing

Consumer prices rise by more than 6% in October, the biggest increase in inflation in more than 30 years. Johnson & Johnson announces plans to split into two companies. Rivian Automotive records one o...

12 Nov 202139min

Strong Jobs Report, Travel Stocks, Metaverse 101

Strong Jobs Report, Travel Stocks, Metaverse 101

The Dow, S&P 500, and Nasdaq all hit new highs after October’s robust jobs report sent the unemployment rate down to 4.6%. Booking Holdings hits a new high as Airbnb posts record revenue. Peloton take...

5 Nov 202139min

Microsoft’s Ascension, Facebook’s Metamorphosis

Microsoft’s Ascension, Facebook’s Metamorphosis

Microsoft becomes the world’s most valuable company. Amazon and Apple deal with supply chain issues. Alphabet rises on (what else?) strong ad sales. Visa gets a visit from the U.S. Department of Justi...

29 Okt 202139min

Google’s Pivot, Tesla’s Record, Netflix’s New High

Google’s Pivot, Tesla’s Record, Netflix’s New High

Google lowers service fees in its app store. Snap plummets on 3rd-quarter results and a warning. Tesla reports record profits. Netflix hits a new all-time high. Chipotle serves up strong sales. And Bu...

22 Okt 202139min

September Retail, Big Banks, Consumer Tech Events

September Retail, Big Banks, Consumer Tech Events

What do surprisingly good retail sales in September indicate for holiday shopping? Will Google’s new Pixel phone be a hit? Which major retailer could be the next to drop tobacco products? Are we in fo...

15 Okt 202139min

Big Macro, Earnings Season Previews

Big Macro, Earnings Season Previews

What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly l...

8 Okt 202139min

“Generation Gamble” and the Rise of the Machines

“Generation Gamble” and the Rise of the Machines

September ends up being the worst month of the year for investors. Merck shares pop on encouraging results from its Covid-19 pill study. Alphabet and General Motors move one step closer to getting sel...

1 Okt 202139min

New Stock Highs, Supply Chain Woes, and Big Tech Insights

New Stock Highs, Supply Chain Woes, and Big Tech Insights

Costco ends the fiscal year on a strong note. Nike struggles with global supply chain issues. Adobe posts record revenue. FedEx cuts full-year guidance. Stitch Fix surprises with a quarterly profit. S...

24 Sep 202139min

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