Category: 3-PersonalFinanceDaily

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  - Historical context on rising delinquencies.  - Best Buy’s quarter, and sales slowdown.   Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl

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Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.

(17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd

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Real estate is always a tough business to be in, but especially right now. 

Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. 

Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. 

Deidre Woollard sat down with Glenn to discuss:

- The challenges of the current real estate market. - How Redfin plans to take share in the luxury space.  - What value  two recent acquisitions have added to the business.

Companies discussed: RDFN

Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl

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Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. 

Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is  “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:

- Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem.  - Lisa Su’s “David and Goliath” story at Advanced Micro Devices

Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR

Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl

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Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 

(00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday.  - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. 

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers

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Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.

(00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time.

Companies discussed: NVDA, AMD, INTC, SNOW

Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd

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Abercrombie is back in vogue, but be careful chasing this cyclical business. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions.  - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment. 

Companies discussed: PTON, ANF

Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd 

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We’re dropping something vacation-themed: The Best Books Yet. Here are 3 of our favorite pop-biz books we’re bringing to the beach — they contain incredible stories with insights we’ve weaved into Takeaways before.

These are our 3 Beach Biz Reads: Jack’s pick: “Creativity Inc.” — The founding of Pixar, the animation studio behind Toy Story. Creativity can be a one-off hit. But creativity at scale is what Pixar built.

Nick’s pick: “Bitter Brew: The Rise & Fall of Anheuser-Busch” — The history, strategies, and family drama behind Budweiser, decades before the latest issues. It’s Succession, but real life. And it ended horribly. 

The 3rd book is one we’re about to read: “The Bezos Blueprint” — Communications Secrets from the greatest Salesman.

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Don’t miss several of the best ways to reduce taxes as you start or grow a part- or full-time business.

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

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Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings.  - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results. 

Companies discussed: ZM, LOW, DKS

Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd 

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