Industry Focus

Latest Episodes:

Tech: 2017 Rewind Dec 22, 2017

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We hit the biggest stories of the year — iPhone X, net neutrality, AR/VR, and Verizon buying Yahoo — and talk about how they may impact 2018.

Energy: Top Energy and Industrials Headlines From 2017 Dec 21, 2017

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Top Energy and Industrials Headlines From 2017. We look back across various events of the past year in our sector. From arrests of Volkswagen executives to GE’s 40% drop, 2017 has been a big year.

Healthcare: The Top 8 Market-Moving Stories of 2017 Dec 20, 2017

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Repeal and replace wasn't the only healthcare story this year! Critical policy changes, revolutionary new medicines, and M&A also sent healthcare stocks on a wild ride in 2017.

CG: Major Consumer and Retail Headlines From 2017 Dec 19, 2017

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Looking back on a busy year, the cast recaps some of the biggest stories and developments in the sector.

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Financials: 5 Top Financial Sector Stories of 2017 Dec 18, 2017

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Financials takes a look back at the five biggest news stories of 2017 and what they mean to investors.

Tech: What to Watch in 2018 Dec 15, 2017

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We're excited for 2018. Why? We've got tax code changes impacting the books of big tech, plus the next phases of the cable revolution, and the continued rise of e-sports.

Energy: These Companies Are Making an Oil Free Future Dec 14, 2017

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Alternative fuels are still a long way from being ubiquitous but some are gaining steam thanks to a few key players. We discuss what constitutes an alternative fuel, why commercial and heavy goods transport is the gateway to alternatives adoption, and stocks investors may want to consider. Today the show was sponsored by Harrys.com/Fool

Healthcare: ASH 2017's Big Winners And Losers Dec 13, 2017

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Celgene and bluebird bio report a stunning success in multiple myeloma, Juno Therapeutics takes it on the chin despite positive data, and Spark Therapeutics suffers in its showdown with BioMarin in hemophilia.

CG: Stitch Fix Soars 1 Month After IPO Dec 12, 2017

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Subscription-box services have grown incredibly popular in the past few years, and Stitch Fix is the latest company based on this business model to go public. With almost $1 billion of revenue in 2017, we dive into this fast-growing company and what investors need to know about its data-centric approach to selling apparel.

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Financials: Goldman Sachs and Morgan Stanley: A Closer Look Into The Two Big Investment Banks. Dec 11, 2017

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Industry Focus: Financials takes a deep dive into Goldman Sachs and Morgan Stanley’s business models, valuation, and future growth potential.