As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.
(00:21) Jason Moser and Matt Argersinger discuss:
- Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.
- Earnings results and macro comm ... Show More
Yesterday
Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce
What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machin ... Show More
27m 10s
Aug 8
In Retirement, More Spending Leads to Higher Taxes
That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks ... Show More
12m 24s
Aug 7
The Trade Desk’s Woes & A New AI Donut?
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Q ... Show More
40m 49s
May 2023
Everything’s Coming up AI!
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.
47m 15s
Jul 2023
That's The Way It Goes, But Don't Forget, It Goes The Other Way Too
Guy and Dan and Danny discuss what to expect from economic data this week (3:30), big banks kicking off earnings season (12:20), strategists split on stocks (17:00), and Meta’s Threads coming for Twitter (24:00).
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See what adding futures can do for you at cmegroup.com/ontheta ... Show More
31m 38s
Jul 2025
MB251: Earnings Season Insights: What to Expect
In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The con ... Show More
28m 54s
Nov 2021
Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors cr ... Show More
36m 59s
Feb 2025
AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earning ... Show More
17m 48s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
Aug 2025
Controllers Classified: Weathering tariff risks
Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to navigating ad spend, pricing strategies, and fragile supply chains amidst tariffs, ... Show More
39m 51s