Podcast Episodes
Back to Searchdi-Spirit Airlines and Uber’s Schnapsidee
The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Wh…
2 years, 6 months ago
“Focus on the Fastball”
Earnings season begins again and the big banks lead the way.
(00:21) Ricky Mulvey and Jason Moser discuss:
- The “new” growth engine for Goldman Sachs…
2 years, 6 months ago
Wharton Professor on Risk and Returns
Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentim…
2 years, 6 months ago
Liz Ann Sonders on the Rolling Recession
Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.
Liz Ann Sonders is the Chief Inv…
2 years, 6 months ago
Activist Investors are Acting Up
Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.
(00:21) Ro…
2 years, 6 months ago
Are Job Cuts A Sword Or A Knife?
(00:21) David Meier and Deidre Woollard discuss:
- The macro and micro of job cuts.
- What companies are signaling when layoffs happen.
- If bitcoin is …
2 years, 6 months ago
Robot Surgeons and Legal Financiers
The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through the…
2 years, 6 months ago
Crocodile Pop
Crocs investors are expecting slower sales growth this year, but they’re still celebrating.
(00:21) Ricky Mulvey and Bill Barker discuss:
- Boeing’s d…
2 years, 6 months ago
Headsets First, Killer Apps Second
The Consumer Electronics Show kicks off with big news from Nvidia and many more.
(00:21) Jason Moser and Deidre Woollard discuss:
- Announcements from …
2 years, 6 months ago
Morgan Housel on Economic Forecasts, Resolutions, and Writing
Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same…
2 years, 6 months ago