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Joined May 2009
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Why are Paramount and Warner trying to merge? @MoffettNathanso analysts Michael Nathanson and Robert Fishman join @miriamgottfried on WSJ’s Take On the Week to dive into the need to attain global scale and the battle against big tech.
Listen🎧: link.chtbl.com/WSJsTakeOnthe…
Listen 🎧: How have the FAA’s major flight cancellations affected the airlines? And why did E.l.f. Beauty’s stock plummet after reporting an increase in quarterly sales?@francescamarief runs through What’s News in Markets.
on.wsj.com/3o375VH
Driverless cars are no longer sci-fi. Nearly a decade after shelving its AV unit, @Uber is betting on partnerships with firms like @Waymo. But can it stay ahead in the robotaxi race? @sachinkansal joins @timkhiggins and @mims on Bold Names. 🎧 Listen: link.chtbl.com/WSJBoldNames
Listen 🎧: How did automakers overcome tariffs and supply-chain snafus to report better-than-expected financial results? @christopherotts and @StephenWilmot dig into What’s News in Earnings.
on.wsj.com/3o375VH
Listen 🎧: The weight-loss-drug arms race is heating up. Who can compete with Eli Lilly? @Loftus and @david_wainer discuss the future of Big Pharma and President Trump’s drug-pricing plans on the latest What’s News in Earnings.
on.wsj.com/3o375VH
Is the travel industry cyclical? KSL Capital Partners CEO @ericres joins WSJ's Take On the Week guest host @MiriamGottfried to debunk the old rule and explain why leisure travel demand tells a different story.
Listen🎧: link.chtbl.com/WSJsTakeOnthe…
Listen 🎧: How did Nvidia close out the week after becoming the first $5 trillion company? And how is increased AI spending affecting Magnificent Seven stocks? @francescamarief runs through What’s News in Markets.
on.wsj.com/3o375VH
Listen 🎧: How are airlines thinking about pricing ahead of the busy holiday travel season? @jepassy and @jdeanseal discuss carriers’ plans in What’s News in Earnings.
on.wsj.com/3o375VH
And finally, @BernsteinBolu tells us how much runway he thinks Robinhood has.
➡️ link.chtbl.com/WSJsTakeOnthe…
Plus, is Robinhood's stock already pricing in perfection? @BernsteinBolu explains his firm's long-term bull case for the company and its potential to capture a huge piece of the $70 trillion U.S. wealth market.
Then, @BernsteinBolu tells @telisdemos why Robinhood's real growth story isn't in new users, but in the massive amount of new assets existing customers are bringing to the platform.
First, @gunjanjs and @telisdemos break down the sputtering gold rally, what to expect from this week's Federal Reserve meeting, and what Apple's recent surge could say about the economy.
Listen 🎧: link.chtbl.com/WSJsTakeOnthe…
🚨 New pod alert! 🚨This week on WSJ's Take On the Week, co-host @telisdemos is joined by @BernsteinBolu of Autonomous Research to discuss whether Robinhood is just a meme stock or a future financial powerhouse.
What's the long-term potential for Robinhood? Senior research analyst @BernsteinBolu joins WSJ's Take On the Week co-host @telisdemos to discuss his bull-case price target for the company and its growth in new ventures like prediction markets.
Listen🎧: link.chtbl.com/WSJsTakeOnthe…
Listen 🎧: How did Amazon’s stock react to the big internet outage it was behind? And what did investors think of Warner Bros. putting itself up for sale? @francescamarief runs through What’s News in Markets.
on.wsj.com/3o375VH
Can a startup take on Apple and Samsung? @getpeid CEO and founder of @nothing joins @timkhiggins and @mims on the Bold Names podcast to talk about the future of the smartphone. 🎧 Listen: link.chtbl.com/WSJBoldNames
And finally, where can investors find opportunities in this frothy market? Rob Arnott of @RA_Insightsbreaks down the historic gap between value and growth stocks. ➡️ link.chtbl.com/WSJsTakeOnthe…
Then, Rob Arnott of @RA_Insights explains his most counterintuitive advice: why investors should never bet against a bubble, even if they see one.
Next, Rob Arnott of @RA_Insights tells @gunjanjs why he believes the market is unequivocally in a bubble
But first, @gunjanjs and @telisdemos dig into what big bank earnings are telling us about the U.S. consumer and explore the disconnect between a roaring stock market and underlying economic concerns.
🎧 link.chtbl.com/WSJsTakeOnthe…