Podcast Episodes

The Four Pillars of Investing with William Bernstein

“The essence of investing is not maximizing returns, but rather maximizing odds of success.” 

William Bernstein is a financial theorist, neurologist,…

2 years, 6 months ago

Expectations Investing Part 2: General Motors to Nvidia

What does an investor have to believe for today’s share price to make sense? 

Ricky Mulvey and Asit Sharma continue their conversation about Expectat…

2 years, 6 months ago

Disney’s Lost Decade and Next Act

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. 

Jason Moser and Matt Argersinger discuss: …

2 years, 6 months ago

Expectations Investing Part 1

How can you use a company’s stock price to give you a window into the future?

(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skeptici…

2 years, 6 months ago

Airbnb Leaves NYC, Joins S&P 500

New York City cracked down on short-term rentals, but is it a big deal for Airbnb? 

(00:21) Ricky Mulvey and Jason Moser discuss:  - How restrictions…

2 years, 6 months ago

Cable Takes on The Mouse

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

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

2 years, 6 months ago

Stadium Sponsors – Buy or Sell?

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?  

(00:41) Ricky Mulvey and Dylan L…

2 years, 6 months ago

A Homebuyer's Dilemma Might Be A Homebuilder's Delight

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Arg…

2 years, 6 months ago

Different Customers, Different Retail Results

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. 

(00:38) Jason Moser and Bill Mann discuss: - Tr…

2 years, 6 months ago

Salesforce Rights The Ship

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss: - How Sales…

2 years, 6 months ago