The Market's Coiled Spring
The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the mark...
16 Aug 202439min
Walmart Wins Bargain Games
The world’s largest retailer is crushing the market. (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the ...
15 Aug 202430min
What Happens if Alphabet Breaks Up?
Here’s why investors could win. (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, (14:29) Jas...
14 Aug 202429min
Chipotle CEO Orders Coffee
(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holding’s impressive growth. Plus, (15:39) Alison Southwic...
13 Aug 202426min
All Eyes on the Attention Economy
Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment. (00:21) Asit Sharma and Dylan Lew...
12 Aug 202431min
Nate Silver on Gambling, VCs, and AI
What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out. Silver jo...
10 Aug 202451min
Big Trouble or Business as Usual?
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindfu...
9 Aug 202439min
Two Growth Stories
Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could ...
8 Aug 202430min
