Industry Focus

Latest Episodes:

CG: iFit is Getting in Shape for Public Markets Oct 12, 2021

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Peloton-rival iFit is a decades-old business looking to reinvent itself as the leader in connected at-home fitness. But how does its metrics stack up in the crowded industry? Join Asit Sharma and Emily Flippen as they breakdown iFit’s S-1 in anticipation of a potential future listing. Stocks: Peloton (PTON), iFit (N/L: IFIT) Check out more of our content here:

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Financials: Looking Ahead to Third Quarter Bank Earnings Oct 11, 2021

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With bank earnings set to start hitting the wire this week, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a look back at how the major U.S. banks fared in the second quarter. They also take a look at some of the biggest news stories about JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo(NYSE: WFC), and give a rundown of what they'll be watching in the third quarter results. Check out more of our content here:

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Tech: Price Targets, Resources, PFOF Oct 08, 2021

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We dip into the mailbag and tackle topics like analyst price targets, the best resources for new tech investors, and the hot button issue of payment for order flow and how it affects incentives between brokers and market makers.

Stocks: MSFT, AAPL, HOOD

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Energy: What to Do with Fossil Fuel Oct 07, 2021

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Jason Hall and Tyler Crowe join the show to dive into where we sit in the energy capital cycle and share a handful of stock picks that could be winners in fossil fuels over the next several years.

Stocks Mentioned: FANG, PSX, TTE, CNQ

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Wildcard: De-risking Fraud with Riskified Oct 06, 2021

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Riskified is an eCommerce management system that allows businesses to outsource the risk of fraud associated with digital purchases. Join the Motley Fool’s Brian Stoffel as he breaks down the business model, Riskified’s proprietary AI system, and its risks in today’s episode. Stocks: Riskified (RSKD)

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CG: Peeking at the Future for Eyewear Oct 05, 2021

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Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future.

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Financials: Google Abandons Its Banking Plans, and (Surprise) Homes Are Getting Less Affordable Oct 04, 2021

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We recently learned that Google (NASDAQ: GOOGL)(NASDAQ: GOOG) is abandoning plans to create its own bank accounts, and Industry Focus host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what investors need to know. Also, despite rising wages and lower interest rates, home affordability in the U.S. is at its worst level since the financial crisis. And finally, Frankel discusses why SoFi (NASDAQ: SOFI) is the stock he's most excited to read third quarter earnings from in the coming weeks.

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Tech: Blend's CEO Nima Ghamsari Oct 01, 2021

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Earlier this summer, we broke down Blend Labs S1 and explained the company's role as the infrastructure for financial services industry.

CEO Nima Ghamsari joined the show to talk about how the company fits into the financial services ecosystem and why he thinks the usage-based software model is the future.

Stocks: BLND

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Energy: Under-the-Radar Aerospace Stocks Sep 30, 2021

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Lou Whiteman joins the show as we answer a question from the listener mailbag and take a look at 3 under-the-radar aerospace stocks

Stocks Mentioned: HWM, BLL, HEI, TDG, BRK.A, BRK.B, HXL

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Wildcard: Daniel Yergin on the New Map for Energy Sep 29, 2021

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Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more.

Stocks Mentioned: TSLA, BP

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