Industry Focus

In the ongoing devastation of Hurricane Harvey headlines are surfacing about the storms impact on US oil and Gas -- on this episode we discuss potential outcomes for the industry, and touch on the recent appointment of a new CEO for GE.
 

Direct download: 20170831_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

The FDA approved the world's first CAR-T therapy on Wednesday, one month ahead of schedule, and only days after Gilead Sciences announced it’s buying CAR-T powerhouse Kite Pharma in a deal valued at $11.9 billion. 

 

Direct download: 20170830_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Join us for a look at the incredible growth of e-sports and the opportunity it presents to various industry stakeholders, including game publishers, content networks, and the players themselves. We also discuss the recent legal troubles at iRobot.

Direct download: 20170829_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Every industry has its shining lights, and the bank industry is no different. In this episode of Industry Focus: Financials edition we discuss the top bankers in the modern era, including Jamie Dimon, Richard Davis, Robert Wilmers, and more.

Direct download: 20170828_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Two years ago we tossed out a terrible ballpark on the revenue Apple Music might be able to bring in for the tech giant. Today we talk about that mistake and how to set yourself up to make better projections.

Thanks to Harry’s for supporting Industry Focus. Get your free trial set – go to Harrys.com/fool

Direct download: 20170825_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

Everyone makes mistakes, the important thing is to learn from them.

Direct download: 20170824_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

We said what? Let’s face it, sometimes our predictions miss the mark, and with Rite Aid and Opko Health, they missed the mark by a lot. Here’s what we said, why we said it, and what we learned from our mistakes.

 

Direct download: 20170823_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

We said what?!? That is our theme for Industry Focus this week, and we continue the discussion with missed calls on Wal-Mart’s Jet.com acquisition and the 2,000 stores Amazon was supposed to open in the next several years.

Thanks to Harry’s for supporting the Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool.

Direct download: 20170822_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Everyone makes mistakes. But not many of us air them publicly. That's the theme of this week's Industry Focus, starting with our prediction in 2015 that concerns about Wells Fargo's cross-selling culture were much ado about nothing.

 

Direct download: 20170821_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We run through recent wearables market data from Strategy Analytics, check in on the major players, and talk about the long-term outlook for Fitbit.

Direct download: IF_Tech_08182017.mp3
Category:Podcast -- posted at: 3:09pm EST