Banks, Banks, Banks

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin’, and Hershey’s get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer discusses investing during the pandemic, why digital payment companies are creating structural changes, and how his thinking on Berkshire-Hathaway has evolved. Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Aug 202039min

The late, great David Bowie was not just one of the most influential musicians of the past 50 years. He was also brilliant at hedging financial risk. In her book An Economist Walks Into A Brothel: And Other Unexpected Places to Understand Risk, economist Allison Schrager explains how Bowie turned his song catalog into a bond. Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Aug 20202min

Disney’s streaming service gets the job done. Wayfair crushes expectations. Arista Networks sells off despite beating expectations. Square gets a boost from the Cash App. Teladoc and Livongo Health enter into a telemedicine merger. Wix.com posts strong revenue growth but swings to a loss. Etsy generates triple digit revenue growth. Twilio reports record results, but the stock takes a breather. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: LivePerson and Health Catalyst. Plus, entrepreneur, author, and philanthropist John Hope Bryant talks financial dignity and economic empowerment.   Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Aug 202039min

Solomon’s Paradox, the ability to think more sensibly about other people’s problems than our own, is common. In her book Weird: The Power of Being an Outsider in an Insider World, Olga Khazan shares how people can use Solomon’s Paradox to their own advantage. Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Aug 20202min

Amazon, Apple, and Facebook all rise on their latest earnings reports. Alphabet 2nd-quarter makes history, but not in a good way. PayPal and Teladoc Health hit all-time highs, while Visa and Mastercard deal with lower payment volumes. Andy Cross, Jason Moser, and Ron Gross analyze those stories, as well as the latest from Starbucks, UPS, Sherwin-Williams, Scotts Miracle-Gro, McDonald’s, and Pinterest. Plus they share three stocks on their radar: CEVA, Kinsale Capital Group, and J M Smucker.   Thanks for helping us with our 2-question listener survey! Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Juli 202039min

Scott Galloway is a professor at NYU Stern and author of the best-selling book The Four: The Hidden DNA of Apple, Amazon, Facebook, and Google. As the CEOs of those four businesses get ready to head to Capitol Hill, Galloway makes the case for breaking up their companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Juli 20203min

Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Cola’s CEO says the worst is over. Intuitive Surgical surprises. Boston Beer surges. Tesla slides. Disney delays Mulan indefinitely. And Slack goes to war with Microsoft. Analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar:  Equinix and Qorvo. Plus, MercadoLibre’s Head of Investor Relations Federico Sandler talks online retail, online payments, and the future of the e-commerce giant. Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Juli 202039min

Other than their fields of study Daniel Kahneman and Amos Tversky could hardly be more different. In The Undoing Project: A Friendship that Changed Our Minds, best-selling author Michael Lewis shares how these two Israeli psychologists surprised their colleagues by not only working together, but also enjoying the process.   Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Juli 20202min