Industry Focus

Latest Episodes:

Healthcare: Big Biotech Is Bustling with Buy-outs Jan 24, 2018

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Celgene consolidates CAR-T and Sanofi hooks-up in hemophilia. Plus: What’s up with Johnson & Johnson’s post-earnings slide?

CG: Netflix Closes Out 2017 With a Bang Jan 23, 2018

Show notes

As spending on content surged in 2017, so did subscriber growth across the globe. For Netflix to live up to sky-high expectations (and its rich valuation), management will be upping investments across the company again this year. We break down the latest results and offer a glimpse of what lies ahead for the No. 1 streaming service.

Financials: Fourth-Quarter Big Bank Earnings: What You Need To Know Jan 22, 2018

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Industry Focus: Financials dives into fourth quarter earnings from the largest U.S. banks, and what investors should pay attention to.

Tech: CES - What to Make of MIA Trends Jan 19, 2018

Show notes

David Kretzmann hops on the show to chat about what he saw at the Consumer Electronics Show (CES). Specifically, we wade through two trends that have fallen out of favor, and some fun stuff he noticed in Las Vegas.

Energy: Taking a Ride in Lyft’s Self-Driving Car Jan 18, 2018

Show notes

Lyft and Aptiv teamed up to give 400 rides in a BMW at CES in Las Vegas, Motley Fool Analyst Taylor Muckerman got to experience it firsthand. In today’s show we discuss what it was like and what demonstrations like this show about the future of driving. We also touch on recent bad news for BP and GE.

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Healthcare: Is Celgene Going To Buy Juno Therapeutics? Jan 17, 2018

Show notes

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?

CG: Retailers Hit Their Stride Over the Holidays Jan 16, 2018

Show notes

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.

Tech: Opening Amazon's Holiday Card Jan 12, 2018

Show notes

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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Energy: GM and Ford Look to the Future Jan 11, 2018

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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.

Healthcare: Inside the Woodstock for Biotech Jan 10, 2018

Show notes

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

Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (promo code “Fool”)

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