The GDP Growth Myth
Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns. (00:12) Buck Hart...
7 Okt 202433min
Restaurants Play Value Games
David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: - How McDonald’s kicked off the value wars. - Why th...
6 Okt 202425min
The Commercial Real Estate Revival
In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming. Matt Argersinger is an ...
5 Okt 202425min
An AI IPO, 20 Years of RB
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans? (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, ...
4 Okt 202440min
Open Checks, Corked Bottles
OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss: OpenAI’s $157 billion valuation The port strike’s potentially posi...
3 Okt 202430min
Nike’s Long Walk
A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - Tesla’s delivery numbers. - Adam Neumann returning to...
2 Okt 202428min
Ports On Strike
About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker’s strike. - The dis...
1 Okt 202428min
CVS Gets an Activist Check-Up
Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing...
30 Sep 202429min
