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) Ron Gross and Emily Flippen discuss:
- The latest inflation numbers and why we shouldn’t bank on rate cuts yet
- Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private.
- Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.
(19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.
(32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.
Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP
Host: Dylan Lewis
Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple
Engineers: Dan Boyd
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