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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Beth Kindig on AI, Semiconductors, and Tech Cycles

Beth Kindig on AI, Semiconductors, and Tech Cycles

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard c...

12 Feb 202321min

Lies My Income Statement Told Me

Lies My Income Statement Told Me

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business wh...

11 Feb 202323min

NFL Predictions, AI Competitions

NFL Predictions, AI Competitions

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulma...

10 Feb 202339min

Disney Pops, Alphabet Drops

Disney Pops, Alphabet Drops

Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bri...

9 Feb 202324min

Record Ad $$$ for SB 57

Record Ad $$$ for SB 57

Companies are shelling out big bucks to get your attention during the big game.  (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with...

8 Feb 202325min

The AI Land Grab Has Started

The AI Land Grab Has Started

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform c...

7 Feb 202321min

Why Do Casinos Lose Money?

Why Do Casinos Lose Money?

If the house always wins, why are gambling companies having trouble turning a profit?  (0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a retu...

6 Feb 202321min

Domonique Foxworth on NFL Owners, Investing, and Keys to the Big Game

Domonique Foxworth on NFL Owners, Investing, and Keys to the Big Game

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the fie...

5 Feb 202320min

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