Another Wild Day in the Market

Another Wild Day in the Market

(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The importance of celebrating wins, even when you’ve got losses. Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit. Companies mentioned: SMCI, NVDA, META, ABNB, AXON Host: Mary Long Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2142)

Looking Back on Berkshire’s Outperformance

Looking Back on Berkshire’s Outperformance

Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey di...

25 Mars 202528min

How To Tune Out Market Noise

How To Tune Out Market Noise

Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23a...

24 Mars 202531min

“Uncertainty is Winning”

“Uncertainty is Winning”

What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chie...

22 Mars 202534min

Market Movers: Jerome Powell and Jensen Huang

Market Movers: Jerome Powell and Jensen Huang

Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming dow...

21 Mars 202540min

The Fed Keeps It Steady

The Fed Keeps It Steady

Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple discuss: - Takeaways from the Federal Reserve’s Open...

20 Mars 202531min

Nvidia’s New Chips, with a Side of Valuation

Nvidia’s New Chips, with a Side of Valuation

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. ...

19 Mars 202533min

Alphabet’s $32 Billion Cybersecurity Play

Alphabet’s $32 Billion Cybersecurity Play

If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey discuss: - Why Alphabet is spending $32 billion on...

18 Mars 202531min

Pepsi, Poppi, and the Creosote Bush

Pepsi, Poppi, and the Creosote Bush

To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this...

17 Mars 202525min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
rss-dagen-med-di
avanzapodden
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
fill-or-kill
bathina-en-podcast
bilar-med-sladd
borsmorgon
market-makers
24fragor
dynastin
svd-tech-brief