The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener quest ... Show More
Yesterday
Behind The Most Exciting Stock Pop In Years!
Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this c ... Show More
19m 31s
Aug 18
The Bond Market Selloff is Showing up in Earnings Reports
Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and ... Show More
22m 42s
Aug 17
Berkshire Hathaway Hasn’t Done This in Over 3 Years
Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how ... Show More
29m 19s
Jun 2023
Apple’s $3,500 goggles
Apple’s launch of a new mixed reality headset shows that, for Apple, the metaverse isn’t dead. The Verge’s David Pierce explains.
This episode was produced by Amanda Lewellyn and Hady Mawajdeh, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Patrick Boyd, an ... Show More
26m 6s