The War on Checks

The War on Checks

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves. Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Eli Lilly's Optimism

Eli Lilly's Optimism

By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp)  Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and ...

8 Aug 202320min

Berkshire Is Back

Berkshire Is Back

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting...

7 Aug 202317min

Fast Food Innovation

Fast Food Innovation

Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz tra...

6 Aug 202320min

How to Beat the Market

How to Beat the Market

Everybody wants to beat the market. But how does one actually … beat the market?    Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from sho...

5 Aug 202325min

U.S. Hits AA+ and the iPhone Slumps

U.S. Hits AA+ and the iPhone Slumps

Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices.  (00:35) Jason Moser and Bill Mann discuss: - Fitch downgrading U.S. credit and...

4 Aug 202339min

An E-Commerce Trifecta

An E-Commerce Trifecta

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The i...

3 Aug 202336min

Starbucks Targets 12 Cups of Coffee

Starbucks Targets 12 Cups of Coffee

China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth? (00:21) Asit Sharma and Dylan Lewis dis...

2 Aug 202330min

Uber Makes a Profit

Uber Makes a Profit

For the first time ever, Uber reported an operating profit. Staying in the green is a different story.  (00:21) Ricky Mulvey and Bill Mann discuss: - Uber’s long-term vision. - If the ride hailing ap...

1 Aug 202327min

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