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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"Search is forever."

"Search is forever."

Weber's CEO gets the boot from the board of directors. (0:22) Jason Moser discusses: - Why more company CEOs are on the hot seat - Expectations heading into a big week for Big Tech earnings - Why the...

25 Juli 202227min

Generational Tailwind for the U.S. Economy

Generational Tailwind for the U.S. Economy

The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the Univ...

24 Juli 202227min

Revisiting the IPO Boom

Revisiting the IPO Boom

Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday. 2021 was a milestone year for companies going public. In 2022, the tide turned. ...

23 Juli 202225min

Snap's Ripple Effect, Healthcare Stocks, and Streaming "Coopetition"

Snap's Ripple Effect, Healthcare Stocks, and Streaming "Coopetition"

Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it. (0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders...

22 Juli 202240min

Tesla Revs Up, Amazon Invests In Healthcare

Tesla Revs Up, Amazon Invests In Healthcare

Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion. (0:22) Bill Mann discusses: - Tesla's margins being compressed and STILL being the envy of rival automakers ...

21 Juli 202225min

Netflix Review, Comic-Con Preview

Netflix Review, Comic-Con Preview

Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000) (0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - ...

20 Juli 202222min

A Boring Business Beating the Market

A Boring Business Beating the Market

Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results. (0:22) Jason Moser discusses: - Highlights from JNJ's medical device and consumer health divisions - The spinoff of c...

19 Juli 202228min

ESPN+ Is Going Higher

ESPN+ Is Going Higher

Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob...

18 Juli 202223min

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