Podcast Episodes
Back to SearchGoldman’s “Margin of Safety” Stocks; The Crude Reality of Diesel Fuel Prices; Disruptor 50: How One Company is Revolutionizing E-Commerce Through Robotics. 5/18/22
Brian Sullivan lays out 20 stocks that Goldman Sachs identifies as falling within the bank’s “margin of safety”. Plus, the true cost for truckers fi…
3 years, 10 months ago
Changes China is Making to Ease the Global Supply Crunch; Which Retailers Will Stand Out During Earnings Season?; Where Wall Street is Putting its Money in the Pennsylvania Primary. 5/17/22
Lori Ann LaRocco discusses the steps China is taking to try to alleviate shipping snags at its major ports. Plus, retail insider Jan Kniffen says Wa…
3 years, 10 months ago
Cloud stocks, crypto’s crash, investment opportunities during tight financial conditions. 5/16/22
Amid the tech wreck, cloud stocks may offer a silver lining, as the ongoing migration of legacy client-server apps to the cloud signals opportunities…
3 years, 10 months ago
In a market more volatile than ever, where do we go from here? 5/13/22
Like many commodities, the cost of fertilizer has been increasing due to COVID-19 related supply chain issues, weather disruptions to shipping and pr…
3 years, 10 months ago
Crypto plunges, Disney shares fall, Rivian stock jumps. 5/12/22
Liquidity concerns around “stablecoin” provider Terra has caused a hit on confidence across the crypto spectrum, with many of the coins seeing major …
3 years, 10 months ago
Major reports this week, threats to solar capacity installations, the U.S. dollar’s historic high. 5/11/22
This week, it’s all about inflation, with the April CPI, PPI, and Import Prices reports due. Michelle Girard of Natwest Markets Securities joins us t…
3 years, 10 months ago
Peloton earnings, global supply chain issues, markets in turmoil. 5/10/22
It’s a big day for high-interest earnings reports, and at the top of the stack is Peloton. But compared to the start of the pandemic, when sales were…
3 years, 10 months ago
Biotech stocks fall as energy continues to soar amid volatile market. 5/9/22
Biotech stocks, a former pandemic winner, have been falling since April, with the S&P Biotech ETF down nearly 40% this year. Salim Syed of Mizuho Sec…
3 years, 10 months ago
E-commerce and tech stocks plummet following Fed meeting. 5/6/22
As inflation fears continue to grow, investors fear shoppers are starting to scale back non-essentials spending. Scott Mushkin of R5 Capital joins us…
3 years, 10 months ago
COVID-19 food scarcity, OPEC meeting amid all-time low fuel supplies, Federal Reserve’s raised rates. 5/5/2022
Eric Ripert, co-owner and chef at Le Bernardin and Vice Chairman of City Harvest, joins us to discuss the organization’s efforts to deliver more than…
3 years, 10 months ago