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 on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well.
Plus, (15:20) Deidre Woollard interviews Olive ... Show More
Yesterday
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ... Show More
40m 43s
Jul 30
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Mar 2019
Airbnb, Plus Lessons from Kraft Heinz and Zero Based Budgeting
Youngme, Felix, and Mihir debate how well Airbnb is managing growth amid backlash from cities like New York City. They also discuss Kraft Heinz’s controversial zero-based budgeting approach to management.Some recent picks:Ash is Purest White (Movie)Dynasties (Nature Series)After ... Show More
31m 33s
May 2025
The Best and Worst Countries for Airbnb Investments
In this episode, the hosts discuss the best and worst places to invest in Airbnb properties, highlighting the impact of regulations and market trends. They explore various global destinations, including Dubai, Bali, Portugal, and the Dalmatian Coast, while also addressing the cha ... Show More
46m 20s
Mar 2022
Airbnb vs NYC | Pulling Back the Curtain | 4
In 2022, you’d be hard-pressed to find somebody who hasn’t spent at least a couple of days in an Airbnb. It’s cheap, convenient and easy to use. But as you settle into your temporary home-away-from-home, you’re probably paying little mind to what’s playing out behind the scenes.B ... Show More
35m 33s
Jul 2021
Office Hours: Google vs. Airbnb, SPAC IPOs, Real Estate Investments, and Brick-and-Mortar Stores
Scott answers a question about Google’s dominance in the travel space, and how Airbnb manages to hold its own. He also shares his thoughts on how companies that go public via SPAC are perceived, why real estate is a solid investment, and why opening physical stores can be a power ... Show More
27m 13s
Mar 2022
Airbnb vs NYC | Operation Firestarter | 2
By 2013, New York’s Attorney General is coming for Airbnb. And hoteliers, hotel worker unions, affordable housing activists and politicians come together to form an alliance against the home-sharing startup. Airbnb fights back in the courtroom — and the court of public opinion. A ... Show More
38m 20s