Podcast Episodes

Nike’s Turnaround Story

Turnarounds take longer than investors like to imagine.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Nike’s return to Amazon.

- The fundamentals …

9 months, 3 weeks ago

Two Paths for Target

In one direction, there’s digital. In the other, there’s a treasure hunt.

(00:21) David Meier and Mary Long discuss:

- Target’s off-the-mark results…

9 months, 3 weeks ago

Elon Hangs On

Elon Musk is committed to Tesla for at least five more years.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Investing in companies with a singular…

9 months, 3 weeks ago

There is No (Convenient) Alternative

Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.

(00:21) Asit Sharma and Dylan Lewis discuss:

- M…

10 months ago

The Promise of Quantum Computing

The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.” …

10 months ago

Walmart’s Warning, Money Tips for 2025 Grads

Even the biggest retailer in the world is planning to pass along tariff increases to customers.

(00:21) David Meier and Andy Cross discuss:

- The …

10 months ago

Netflix, YouTube Put Ads Up Front

More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network.

(00:21) Tim Beyers and Ricky Mulvey discuss:

10 months ago

Business Plans and Science Projects

Do you have a real relationship or just a non-binding letter of intent?

(00:21) Nick Sciple and Mary Long discuss:

- The S&P’s turnaround and inflat…

10 months ago

ONON Fire

A consumer goods company hit 40% yearly revenue growth. In this environment?

(00:21) David Meier and Ricky Mulvey discuss:

- Why pharma investors ar…

10 months ago

U.S. & China Strike a Trade Deal?

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners.

(00:21) Ja…

10 months, 1 week ago