Podcast Episodes

Big Bank Energy

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank ea…

11 months, 4 weeks ago

Investors Check the Label on Retail

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(0…

11 months, 4 weeks ago

Steel Bids, TikTok Battles

Fights are unfolding for companies in two very different industries: Steel and social media.

(00:21) Jason Moser and Mary Long discuss:

- Why so many c…

1 year ago

Cloudy With a Chance of Burgers

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?

(00:14) David Meier and Dylan Lewis discus…

1 year ago

David Gardner, The Case for Rational Optimism

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.

David Gardner is a co-founder a…

1 year ago

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiq…

1 year ago

The Future According to Jensen Huang

It’s Nvidia’s world, and we’re just living in it.

(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:

- All “the cool stuff tha…

1 year ago

The WWE's Premiere on Netflix

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers.

(0…

1 year ago

How To Get Started Investing

If your resolution involves the word “investing,” you’ve come to the right place.

Mary Long talks with a handful of Fools and analysts about:

1 year ago

Unbundle, Re-Bundle, Sell Ads

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.

(00:14) Tim Be…

1 year ago