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

Avsnitt(2098)

David Gardner on Financial Freedom, AI, and Basketball

David Gardner on Financial Freedom, AI, and Basketball

Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner? Dylan Lewis caught up with Gardner for a conversation about: - Loss aversion and Rule Breaker investin...

31 Mars 202430min

To LEO and Beyond

To LEO and Beyond

Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about t...

30 Mars 202431min

Can a New CEO Fix Boeing?

Can a New CEO Fix Boeing?

Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues? (00:21) Emily Flippen and Jason Moser discuss: - Boeing’s hunt for a new CEO, a...

29 Mars 202439min

Betting On Big Remodel

Betting On Big Remodel

Home Depot buys a distribution network for landscaping, roofing and pools. (00:14) Bill Barker and Deidre Woollard discuss: - Why Home Depot is buying a distribution network. - The cyclical nature of...

28 Mars 202429min

Bridges and Digital Toll Roads

Bridges and Digital Toll Roads

Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?  (00:21) Bill Mann and Dylan Lewis discuss: - The tragic Francis Scott Key Bridge coll...

27 Mars 202425min

NAR Settlement: Real Estate’s Potential Winners And Losers

NAR Settlement: Real Estate’s Potential Winners And Losers

The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold. (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors ...

26 Mars 202432min

The Long Goodbye

The Long Goodbye

Boeing’s CEO is moving on, just not quite yet. (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliot...

25 Mars 202427min

The Dividend Returns

The Dividend Returns

For decades, dividends have been out of style. History suggests that may soon change. Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his l...

24 Mars 202425min

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