Industry Focus (podcast)

Amazon has already begun to weaponize its Whole Foods stores, and we look at how competing retailers like Kroger and Costco are feeling the pressure. Meanwhile, the major dollar store chains are facing their own challenges from larger retail rivals.

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Direct download: 20170905_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

IF brings you stories and coverage of different sectors of the stock market every day, but what trends are the hosts most excited about, and what stocks are on their watch lists? We bring everyone into the studio for this bonus episode to answer these questions and introduce the new Thursday host Sarah Priestley.

Direct download: 20170824_IF_AllHands.mp3
Category:Podcast -- posted at: 6:00am EDT

We toss around some terms week-to-week and don't always do the best job explaining them in-depth. Today, we dust off our college accounting books to talk about the difference between capitalizing and expensing a purchase, what deferred revenue is, and why operating leverage is a beautiful thing.

Direct download: 20170831_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

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 EDT

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 EDT

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 EDT

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 EDT

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.

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

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

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

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 EDT