Industry Focus

UPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.

Direct download: 20171207_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

The tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.

Direct download: 20170406_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.

Direct download: 20171205_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.

Direct download: 20171204_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We take a look at a few tech products on holiday shopping lists -- Nintendo Switch, Fitbit Ionic, and Xbox One S/X -- and talk about what their popularity really means for the companies that make them.

Direct download: 20171201_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Nebraska Public Service Commission voted 3-2 to approve an alternative route for the Keystone XL pipeline through the state. We discuss potential implications of Keystones operator TransCanada, and what the decision might mean for investors. Ahead of the OPEC meeting in Vienna, we debate the rumors and conjecture around the assembly.

Direct download: IF_11302017_FINALFINALFINAL.mp3
Category:general -- posted at: 3:30pm EST

Canopy Growth co-founder Bruce Linton is interviewed about the company’s strategy for medicinal and recreational marijuana in Canada and beyond.

Direct download: IF_11292017_FInal.mp3
Category:Podcast -- posted at: 3:30pm EST

Early numbers are in for the Black Friday weekend with strong growth over last year. That momentum has even extended to brick-and-mortar retailers, which saw only small traffic declines during the busy period. Find out why department stores are feeling confident about the quarter, and what investors should watch as they head into the final month of the year.

 

Slack: Where work happens. Find out why at slack.com.

Direct download: 2017_11_28_IF_CG_2.mp3
Category:Podcast -- posted at: 3:37pm EST

Financials sets the record straight on common money myths involving topics ranging from investing in stocks to using credit cards.

Direct download: 20171127_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

You know the market is risky and you shouldn't own just one or two stocks, but you're probably wondering how many stocks you should own. In today's episode, we dig into diversification to help you build a better portfolio.

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