“Focus on the Fastball”
Earnings season begins again and the big banks lead the way. (00:21) Ricky Mulvey and Jason Moser discuss: - The “new” growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlight...
16 Jan 202428min
Wharton Professor on Risk and Returns
Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods ...
14 Jan 202442min
Liz Ann Sonders on the Rolling Recession
Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up. Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Wool...
13 Jan 202432min
Activist Investors are Acting Up
Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest i...
12 Jan 202440min
Are Job Cuts A Sword Or A Knife?
(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold. (16:46) What is the s...
11 Jan 202427min
Robot Surgeons and Legal Financiers
The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. (00:21) Jason...
10 Jan 202427min
Crocodile Pop
Crocs investors are expecting slower sales growth this year, but they’re still celebrating. (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the bus...
9 Jan 202425min
Headsets First, Killer Apps Second
The Consumer Electronics Show kicks off with big news from Nvidia and many more. (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro succes...
8 Jan 202431min
