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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The Public Company Hiding In Plain Sight

The Public Company Hiding In Plain Sight

You might be familiar with some of the brands, but the company's name is probably not on your radar. (00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franc...

12 Apr 202328min

1 Key Metric for Earnings Season

1 Key Metric for Earnings Season

If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: - CarMax ending its fiscal year o...

11 Apr 202321min

A Bull Case for Walmart

A Bull Case for Walmart

Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital al...

10 Apr 202327min

Gambling Versus Investing

Gambling Versus Investing

A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu a...

8 Apr 202325min

11 Stocks for Spring Cleaning Your Portfolio

11 Stocks for Spring Cleaning Your Portfolio

If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges...

7 Apr 202339min

How Gen Z Spends

How Gen Z Spends

There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and s...

6 Apr 202325min

J&J Attempts a “Texas Two-Step”

J&J Attempts a “Texas Two-Step”

Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit co...

5 Apr 202328min

The WWE Makes a Match

The WWE Makes a Match

The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss:  - The terms of the deal, and the media rights stor...

4 Apr 202327min

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