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 looking more attractive? And which CEOs are under more scrutiny? Jason Moser and Ron Gross answer those questions and more, analyze the latest with Facebook, Constellation Brands, Pepsi, Levi Strauss, Delta Air Lines, and share two stocks on their radar: Matterport and Voyager Therapeutics. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Roland Rott, CEO of GE Healthcare Imaging on AI

Roland Rott, CEO of GE Healthcare Imaging on AI

A set of AI use cases within the medical space. David Meier, Asit Sharma, and Roland Rott discuss: The latest on GE Healthcare, of which GE Healthcare Imaging is a piece. How AI is used to cre...

20 Juli 202523min

Christine Benz on the Keys to a Happy, Prosperous Retirement

Christine Benz on the Keys to a Happy, Prosperous Retirement

Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview rec...

19 Juli 202539min

Netflix Continues to Dominate

Netflix Continues to Dominate

Earnings season is here! Jason Hall and Matt Frankel discuss: - Netflix’s beat and raise. - Interest rate predictions for a year from now. - Crypto week’s three bills, including the GENIUS Act. ...

18 Juli 202542min

The Trade Desk Joins the S&P 500

The Trade Desk Joins the S&P 500

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest i...

17 Juli 202521min

Is The Stock Market In Bubble Territory?

Is The Stock Market In Bubble Territory?

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and...

16 Juli 202518min

Bold Earning Season Predictions

Bold Earning Season Predictions

Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a Chin...

15 Juli 202521min

Can Toast Thrive in the Restaurant Renaissance?

Can Toast Thrive in the Restaurant Renaissance?

Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue? Tim Beyers and Rick Munarriz discuss: - Surprisingly good data from the Restaurant Performance...

14 Juli 202523min

Data Scientist Hilary Mason on AI and the Future of Fiction

Data Scientist Hilary Mason on AI and the Future of Fiction

A view from the intersection of AI and creators. Rich Lumelleau and Data Scientist Hilary Mason discuss: - How her company Hidden Door uses generative AI to turn any work of fiction into an online...

13 Juli 202518min

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