Industry Focus

Shares of GrubHub are down 40% even as the company recorded impressive top line growth of 52% in the third quarter. We take a big picture look at the recent market volatility before digging into the opposing forces at play for the leading restaurant delivery platform.

Thanks to Netsuite for supporting the show. Get the FREE guide -- “Crushing the Five Barriers to Growth” -- at

Direct download: 20181030_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

It was a big week in the financial industry, as the massive Money 20/20 conference in Las Vegas produced some big announcements. Goldman Sachs’ (NYSE: GS) Marcus division announced that it plans to offer investment management solutions for everyday Americans, Amazon (NASDAQ: AMZN) and American Express (NYSE: AXP) announced a major partnership, and more. In this episode ofIndustry Focus: Financials, host Jason Moser and contributor Matt Frankel discuss the week’s news, some recent earnings, and what stocks are on their radar right now.

Direct download: 20181029_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

The largest freelance marketplace in the world went public earlier this month and Wall Street seemed eager to get its hands on shares of the company. Should investors also want in? In this episode, we break down:

- How Upwork makes money
- Why the gig economy is a huge driver for the stock
- Whether or not we're interested in buying shares

Stocks: UPWK, TWLO

Direct download: 20181025_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

The advent of horizontal fracturing has made the Bakken Shale play in North Dakota one of the most productive oilfields in the world. We break down how the Bakken got to where it is today, investment opportunities available in the Bakken, and the future of the play in the larger context of US fracking.


Stocks Mentioned: ETP, KMI, OKE, CLR, HES, MRO, EOG, COP

Direct download: 20181025_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Could cancer diagnostics really be the next biggest thing in healthcare? Special guest Simon Erickson dives into this burgeoning field and shares the top stocks every investor should keep an eye on. Tickers: ILMN, RHHBY, GH

Direct download: 20181023_IF_Healthcare.mp3
Category:Podcast -- posted at: 11:05am EST

After more than a decade of declining revenue and mounting losses, Sears Holdings filed for bankruptcy protection in October. While Chairman and major shareholder Edward Lampert hopes to salvage 400 of the company’s best stores, the fate of this nearly 130-year-old American brand is anything but certain. We look at what lies ahead for Sears and how major competitors might benefit from its absence.

Direct download: 20181023_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

We're now well into earnings season, and while we heard from the big banks earlier on, there have been several other interesting earnings reports over the past week. In this episode of Industry Focus: Financials, host Jason Moser and contributor Matt Frankel give listeners a rundown of earnings from PayPal (NASDAQ: PYPL), American Express (NYSE: AXP), Travelers (NYSE: TRV), Ameris Bancorp (NASDAQ: ABCB), and Synchrony Financial (NYSE: SYF). Plus, there's a new FICO scoring model coming soon, and several other key bank earnings in the week ahead.

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

We've missed some major market news while we've covered some new tech issuances. Today we catch up, talking about:
- Snap CEO Evan Spiegel is pushing the company to be profitable in the face of concerns over its cash burn.
- Institutional investors waging a war against Facebook's founder and CEO Mark Zuckerberg.
- Google's extended dance with the European Commission over Android.


Thanks Netsuite for supporting the show. Get their FREE guide, “Crushing the Five Barriers to Growth”, at

Direct download: 20181019_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

Although the industry is rarely discussed, there’s a 99% chance that almost everything you own spent at least some time on a truck. We discuss how a looming shortage of truck drivers will impact businesses from the energy sector to retail already absorbing the aftermath of tariffs.

Stocks Discussed: TGT, WMT, UPS, AMZN

Direct download: 20181018_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Promo: UnitedHealth Group and Johnson & Johnson kicked off earnings season by beating industry-watchers' estimates. Can their winning ways continue? Also, how Genfit hopes to outmaneuver bigger competitors in what could be a $35 billion market. Symbols: UNH, JNJ, GNFT, GNFTF, GILD, ICPT

Direct download: IF_healthcare_10.17.2018.mp3
Category:Podcast -- posted at: 3:30pm EST