Industry Focus (podcast)

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Direct download: 2080919_IF_Healthcare_today.mp3
Category:Podcast -- posted at: 3:30pm EST

We look at the highest grossing films and studios of 2018 before turning our attention to upstart ticketing service, MoviePass. While this first mover is struggling, the whole industry is quickly following in its footsteps. Stocks: DIS, HMNY, AMC, CNK


Thanks to Molekule for supporting our show. Get $75 off your first order at, code “fool”.

Direct download: 20180918_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Hurricane Florence tore through the Carolinas this weekend, leaving billions of dollars of damage in its wake. In this episode of Industry Focus: Financials, host Jason Moser and contributor Matt Frankel, CFP discuss how listeners can prepare, from both a personal finance and investment perspective.

Direct download: 20171120_IF_Financials_2.mp3
Category:Podcast -- posted at: 3:30pm EST

There's a big change a-coming. Tech stalwarts like Netflix, Facebook, and Alphabet are being recategorized by S&P and MSCI's Global Industry Classification Standard (GICS). We talk about why this is particularly important for the fund and ETF world, and what individual investors need to know.


Direct download: 20180913_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With the explosion of fracking across the United States, demand for fracking-related services is skyrocketing. We discuss the fracking sand industry, its role in the fracking process, and break down some of the biggest companies in the space.


Tickers Discussed: HCLP, SLCA

Direct download: 20180913_IF_Energty.mp3
Category:Podcast -- posted at: 3:30pm EST

With events and artists from all over the world, Live Nation has established a firm grip on the live events industry by bringing talent management, venue operations, and a ticketing platform all under the same roof. We take a look at the company’s sprawling empire, including the regulatory attention it has attracted. Stocks: LYV, MSG

Direct download: 20180911_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

The leaders of large-cap financials have been a data company, a subprime lender, and a unique banking institution.

Intro: The financials sector hasn’t been a great performer so far in 2018, underperforming the S&P 500 by more than six percentage points. However, there are some stocks in the sector that have done extraordinarily well. Here’s why Morningstar (NASDAQ: MORN), Credit Acceptance Corp. (NASDAQ: CACC), and SVB Financial Group (NASDAQ: SIVB) have all risen by more than 35% so far this year.

Direct download: 20171120_IF_Financials_1.mp3
Category:Podcast -- posted at: 3:30pm EST

We tackle one of the more technical tech spaces -- semiconductors -- and do a runthrough of what the industry looks like, how trends like AI, driverless cars, and gaming are boosting demand, and who the major players are.


Direct download: 20180907_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

Real estate is, to put it mildly, a BIG part of the US economy. In this episode, we cover some of the major ways to invest in companies providing services to homeowners -- from homebuilding to maintenance. Major tickers: NVR, LGIH, MTH, HD, LOW, TTS, LL, TREX

Direct download: 20180906_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

A new cash lifeline from United Therapeutics buys the diabetes drugmaker more time to increase sales of its inhaled insulin. Also, make-or-break news is fast approaching for cardiovascular drugmaker, Amarin. MNKD, UTHR, AMRN

Direct download: 20180905_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST