Industry Focus

We wrap up SXSW week with a recap of the big trends we see impacting the tech space over the next few years and a few questions for investors to think about.

Direct download: 20180316_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

How is one of the world's biggest auto manufacturers thinking about the future of mobility and autonomy? We sit down with Wilko Stark, VP Strategy at Daimler and Mercedes Benz and the head of the company’s CASE initiative, to find out.

Direct download: IF_energy_03.15.2018.mp3
Category:general -- posted at: 3:30pm EDT

The cost of gene sequencing is falling rapidly, and uses for this data are springing up left and right. Simon Erickson calls in from South by Southwest to chat with Kristine about healthcare's role at the traditionally tech-focused conference.

Direct download: 20180314_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Fresh from his presentation at SXSW 2018, Scott Lachut -- President of Research and Strategy and PSFK -- joins Industry Focus to share his thoughts on major trends and the consumer demands that are changing how companies think about brick and mortar retail. Find out why physical and digital storefronts are more connected than ever and how they’re likely to blend together even further.

Direct download: 20180313_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

White collar crime just isn't prosecuted the way it used to be. To find out why, we chat with Jesse Eisinger, author of "The Chickens*** Club: Why the Justice Department Fails to Prosecute Executives."

Direct download: IF_financials_03.12.2018.mp3
Category:Podcast -- posted at: 3:00pm EDT

It’s the leading music streaming service. It’s got nearly 160 million users. But is Spotify a good investment? We look through the company’s prospectus to see how things look right now and discuss the company it could become.

Direct download: 20180309_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!

Direct download: 20180308_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

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: 20180307_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.

 

Direct download: 20180306_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.

Direct download: 20180305_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT