Morning Call

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Big tech earnings, Trending, Oil conference Oct 28, 2021

Show notes

Apple and Amazon round out this season’s big tech earnings today. Chris Caso of Raymond James and R5’s Scott Mushkin join to discuss what to expect. Plus, trending stories today include a toothpaste designed for orange juice, and the most expensive cask of whisky ever sold at auction. And Brian joins us from an oil conference that could bring important conversations about the climate impact of big oil. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech earnings, Robinhood results, Inflation expectations Oct 27, 2021

Show notes

Google and Microsoft posted strong quarterly earnings. Loup Ventures’ Gene Munster breaks down what went well for the tech giants. On the other hand, Robinhood’s quarterly results sent the stock tanking below its IPO price. Devin Ryan of JMP Securities discusses what went wrong. And Brian’s RBI focuses on his Twitter poll asking viewers when they think inflationary prices will subside. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Money From Venture Capital Flowing Into ESG Investments; The Continued Push to Get Americans Vaccinated; The Impact of Apple's Privacy Changes on Online Ad Giants Oct 26, 2021

Show notes

A one-on-one with a former Google executive turned venture capitalist on where she's seeing opportunity in ESG right now. Plus, A key FDA advisory panel meeting today on authorizing COVID vaccines for young kids, and what one hospital CEO is doing to help. And, an analyst's take on how the new privacy changes to Apple's iOS are hitting the bottom lines of tech giants Facebook, Twitter and Alphabet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Digicel chairman, Microsoft hack, Vaccine mandates Oct 25, 2021

Show notes

The Founder and Chairman of telecom company Digicel joins on the announcement that the company is selling its Pacific assets to Australia’s Telstra. Plus, Microsoft has revealed that it identified another wave of attacks by Russian intelligence. Our own Eamon Javers has the story. And Hackensack Meridian Health’s Robert Garrett joins to discuss the state of vaccine mandates in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap shares, Chip crunch, Consumer discretionary names Oct 22, 2021

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Shares of Snap are sinking on news that the company’s advertising business was disrupted by privacy changes introduced by Apple earlier this year. Clockwise Capital’s James Cakmak joins with his take. Plus, Intel earnings showed that the company can’t keep up with PC and chip demand. Raymond James’ Chris Caso joins to discuss whether the miss has to do with the broader industry chip crunch. And Jon Najarian joins to discuss the consumer discretionary names he is watching, amid the strength of the consumer today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin ETF, Tesla earnings, Airline earnings Oct 21, 2021

Show notes

A new Bitcoin futures ETF has started trading. We speak with the head of crypto exchange Kraken to see what the impact of the ETF will be. Plus, Tesla reported record earnings, but can the company combat the many headwinds it’s facing? CFRA’s Garrett Nelson joins with his take. And Jefferies’ Sheila Kahyaoglu joins to discuss this season of airline earnings and what to expect from today’s reports. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investor sentiment, Tech earnings, Saudi Investment Minister Oct 20, 2021

Show notes

Investopedia’s Caleb Silver joins with the site’s latest investor sentiment survey, showing where people are seeing bubbles right now. Plus, Netflix reported bullish quarterly results—Wedbush’s Joel Kulina discusses the quarter and looks ahead to Tesla earnings. And Brian sits down with the Saudi Investment Minister at the Mullen Conference to discuss the global transition to renewable energy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Leading VC Firm on Investing in the Future of Health Care; Will the First U.S.-Listed Bitcoin ETF Open the Floodgates to Dozens of Other Funds?; Pent-Up Demand for Live Events: One-On-One with the CEO of Vivid Seats Oct 19, 2021

Show notes

We speak with Antoine Papiernik of European venture capital firm Sofinnova Partners about the closing of a new $550 million health care fund. Plus, Ian Balina of Token Metrics discusses what the first U.S.-listed Bitcoin futures ETF means for mainstream adoption of the cryptocurrency. And, the CEO of online ticket marketplace Vivid Seats on the company going public via a SPAC deal, and the state of the live events industry amid the pandemic. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China’s lower-than-expected GDP, Oil prices rising, Bitcoin and Square Oct 18, 2021

Show notes

China reported lower-than-expected GDP in its third quarter, as the economy continues to show a slowdown. Eastspring’s Sarah Lien joins to discuss why she is still bullish on investing in the country. Plus, oil prices continue to rise, and Again Capital’s John Kilduff says that strike prices and OPEC are partly to blame. He joins to discuss. And our own Mackenzie Sigalos joins with her news that Jack Dorsey may be getting into Bitcoin mining. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Supply chain issues, Moderna vaccine, Workers walk out Oct 15, 2021

Show notes

Supply chain congestion is continuing. Our own Lori Ann LaRocco highlights the big box retailers being impacted. Plus, an FDA advisory panel has voted unanimously to recommend a booster shot for people who received the Moderna vaccine. Emory’s Dr. Carlos Del Rio joins to discuss whether it’s necessary. And Brian’s RBI focuses on how recent strikes and labor movements are part of the broader jobs market story. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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