Podcast Episodes

Is Multifamily Overbuilt?

Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but …

1 year, 11 months ago

Cybersecurity Soars, Cyclical Stocks Cycle

Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly …

1 year, 11 months ago

The Big Three Drive All-Time Highs

If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.

(00:21) Asit Sharma and Ricky Mulvey discuss why big…

1 year, 11 months ago

“A Salesperson’s Dream”

Growth comes easy when the product speaks for itself.

At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monst…

1 year, 11 months ago

Hindenburg Targets Real Estate Lender

A juicy short report goes up against business fundamentals.

(00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Finan…

1 year, 11 months ago

Waste Management Goes Dumpster Diving

The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding …

1 year, 11 months ago

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?

Kyla Scanlo…

1 year, 11 months ago

What a CEO Learned from Warren Buffett

… and other legendary leaders.

David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habi…

1 year, 11 months ago

Mall Retailers are Alive and Well

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins reg…

1 year, 11 months ago

Salesforce = Less of a Force?

Sales slow for the software company. But is that the end of the growth story?

At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and …

2 years ago