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Episode 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem to hate it.  Then we explore why despite cooling inflation and a likely-deferred rate hike, 10-year U.S. Treasury yields just hit a generational …
Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition.  Then we discuss Oura Ring putting its planned IPO on ice… and the details coming out from Anthropic’s IPO prospectus.  Later: does Netflix…
Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it.  Then we look at the latest earnings out of Costco and the unique membership situation analysts are following.  Plus an update on the unusua…
Episode 283: Today, John and Hanna review the latest earnings from Vail Resorts.  Winter passes and skier volume are down, but is it weather or high prices?  Then we explore the economy built around the superfan.  Are you one?  I am not.  But a ladder of increasingly premiu…
Episode 281: Today,  John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed.  We also dig into earnings out of food giant Conagra: higher gas prices = fewer Slim Jims sold.  Plus we explore why shares of America’s biggest…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Morning Brew, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.