Big Trouble or Business as Usual?

08/09/24 • 39 min

2 Listeners

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?

(00:21) Jason Moser and Emily Flippen discuss:

The market’s dip earlier this week and whether its business-as-usual or cause for concern.

Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.

Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart

(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.

(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.

Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD

Host: Dylan Lewis

Guests: Emily Flippen, Jason Moser, Bill Mann

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Jason Moser and Emily Flippen discuss:

The market’s dip earlier this week and whether its business-as-usual or cause for concern.

Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.

Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart

(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.

Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD

Host: Dylan Lewis

Guests: Emily Flippen, Jason Moser, Bill Mann

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous Episode

Two Growth Stories

Wall Street may be missing something about Toast.

(00:21) Ricky Mulvey and Tim Beyers discuss:

Toast’s quarter, and move into convenience stores.

Shopify’s impressive profitability.

What could put a damper on the e-commerce platform’s growth story.

Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.

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And here's the show's home on Spotify

Companies discussed: TOST, SHOP, LRCX

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

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Nate Silver on Gambling, VCs, and AI

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Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss: