In one direction, there’s digital. In the other, there’s a treasure hunt.
(00:21) David Meier and Mary Long discuss:
- Target’s off-the-mark results.
- Lessons from TJX Companies’ under-the-radar CEO.
- What caused David to do a double-take when listening to Palo Alto’s earnings call.
Then, (17:05), Morgan Housel joins Motley Fool Chief Investment O ... Show More
Nov 2022
Prof G Markets: Target and Walmart Earnings, Hedge Funds and Pinterest, and Estée Lauder Buys Tom Ford
Description: This week on Prof G Markets, Scott explains why Target and Walmart had such contrasting earnings reports for the third quarter, and offers his insight on Target’s brand strategy. He then shares his thoughts on why hedge funds might be buying up shares of Pinterest, a ... Show More
29m 31s
Jul 2024
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
25m 53s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Nov 2023
Prof G Markets: ByteDance’s Black Box, Target’s Inventory Turnaround, and the Resale Watch Market
Scott shares his thoughts on the latest revenue numbers from ByteDance, and whether or not we can trust any numbers coming from a private Chinese company. He also breaks down Target’s huge earnings beat, and discusses why luxury watches shouldn’t be treated as investments.
Learn ... Show More
41m 54s
Jul 2024
The Dollar Flexes Its Beach Muscles
Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
29m 28s
Nov 2024
Across the Great Divide: Public and Private markets reconsidered
In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, ... Show More
28m 49s
Aug 2024
Value Stocks, and the Appeal of Index Dropouts
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ... Show More
32m 7s
Feb 2024
They don't usually ring a bell at the top, but...
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, ... Show More
1h 1m