Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.
Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:
- Biogen’s next shot at an Alzheimer’s treatment.
- Why companies can’t “muscle their way” into making new molecules.
Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market.
- Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase.
- Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.
(19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.
(32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.
The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag.
- Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control.
- Uber’s plans to shelve Drizly two years after buying it for $1.1B.
(13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.
Companies discussed: SAVE, JBLU, TSLA, UBER, WSR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Dave Holeman
Earnings season begins again and the big banks lead the way.
(00:21) Ricky Mulvey and Jason Moser discuss:
- The “new” growth engine for Goldman Sachs
- The macro risks that Morgan Stanley highlighted.
- Why the CEO of Adidas gave his cell phone number to 60,000 people.
Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.
Stocks mentioned: GS, MS, ADDYY
Epic Bundle discount link: www.fool.com/epic198
Got a question for the show? Our email is podcasts@fool.com
Host: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:
Disconnects between the real economy and financial markets,
Whether the US stock market is merely a “lucky survivor,”
And the dangers of institutional thinking – in investing and academia.
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.
