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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Retail & Tech Try To Transform

Retail & Tech Try To Transform

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.  (0:21) Deidre Woollard and Asit Sharma discuss:  - Adobe’s quarter, and issues acquiring Figma.  - Tech compa...

16 Mars 202326min

Big Telecoms vs. Deadpool

Big Telecoms vs. Deadpool

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust. (0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - Ho...

15 Mars 202326min

Is Buffett Targeting This Bank?

Is Buffett Targeting This Bank?

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy. (0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the ba...

14 Mars 202327min

Big Banks Sure Are Quiet These Days

Big Banks Sure Are Quiet These Days

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again. (0:21) Jason Mose...

13 Mars 202325min

Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball

Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball

One sign of a true expert is they often say “I don’t know”. Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rul...

12 Mars 202324min

Is Investing a Game?

Is Investing a Game?

In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.  C. Thi Nguyen is a philosophy professor at University of Utah a...

11 Mars 202334min

Not Too Big To Fail

Not Too Big To Fail

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. (0:21) Jason Moser and Matt Argersinger discuss: - February's jobs re...

10 Mars 202339min

"This one's gonna leave a mark."

"This one's gonna leave a mark."

(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering (15:24) Ricky Mulvey talks with investigat...

9 Mars 202327min

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