Industry Focus

Rumors are swirling that Celgene may pay billions to buy Juno Therapeutics lock-stock-and-barrel. Do these rumors make sense? Also, how one tiny company is disrupting the $57 billion market for primary and specialty doctor visits. Is this healthcare's future?

Direct download: 20180117_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Preliminary fourth quarter results from many traditional retailers have turned bullish after momentum from Black Friday held strong, and consumers flocked to stores in December. Find out who posted the best (and worst) results from the holiday season, and what to watch in the year ahead.

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

Direct download: 20180116_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

With Amazon's holiday commentary in our hands, we talk about all the reasons the e-tailer is crushing it, and dig deeper to see what the release might have to say about other companies' Q4 results.

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Direct download: 20180112_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

2017 was a tale of two halves for these two U.S. auto giants, while Ford failed to impress the stock market GM delivered market-beating returns. We discuss GM and Ford’s future focus on self-driving technology, connected cars and big data.

Direct download: 20180111_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Three CEO interviews recorded at the J.P. Morgan Healthcare Conference, the most important annual industry conference.

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Direct download: 20180110_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:14pm EDT

Once a high-flying stock and the face of craft brewing, Boston Beer has struggled in recent years with intense competition from the very industry it helped take mainstream. What lies ahead in 2018? The team also looks at recent news from Weight Watchers and GoPro.

Direct download: 20180109_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus: Financials dives into two stocks that look attractive as we head into 2018.

Direct download: 20180108_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The push for AI is decades old, so how come it's just now having its moment? We dive into artificial intelligence, machine learning, deep learning, and talk about a few companies that are poised to benefit from the mega-trend.

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Direct download: 2017_01_05_IF_AH_FINAL.mp3
Category:Podcast -- posted at: 5:16pm EDT

The energy industry is home to some great high-yielding stocks, we discuss five companies who have been consistently returning value to shareholders that may make good picks for an income portfolio.

Direct download: 20180104_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Were you lucky enough to own these three top stocks in your portfolio last year? 

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Direct download: 20180103_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT