Schwab Network
4,326 episodes - English - Latest episode: 13 days ago - ★★★★★ - 23 ratingsSchwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.
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Episodes
Lightspeed POS CEO on Recent Earnings
February 05, 2021 19:04 - 7 minutes - 38.3 MBThe CEO of Lightspeed POS Inc. (LSPD), Dax Dasilva, says that the company is a provider of cloud-based commerce platforms that will be acquiring ShopKeep and Upserve for $870M. Its recent earnings reported a -$0.06 in EPS and $57.6M in revenue.
CEO Chad Steelberg Talks Veritone (VERI)
February 05, 2021 12:27 - 7 minutes - 41.6 MBThe chairman and CEO of Veritone (VERI), Chad Steelberg, says that the company developed an operating system for A.I. platforms as the stock is up more than 1,900% year-over-year. Additionally, it was also named in Forbes' 2021 list of Best Small-Cap Companies in the U.S.
Status of the 5G Rollout
February 05, 2021 12:25 - 8 minutes - 38.4 MBJohnathan Chaplin and Roger Entner say that 5G "build outs" are coming this year, but getting "real 5G" requires a 5G spectrum as half of the country will likely have to wait until 2024. The current U.S. vendor to watch is Airspan, who is a key partner of Japan's Rakuten and India's JIO.
Takeaways From Recent Volatility In Markets
February 04, 2021 19:09 - 6 minutes - 30.1 MBTony Zabiegala says that the technicals point to a continued melt up fueled by stimulus and liquidity created by the Fed as insider buying and selling ratio is highest on record. His stocks to watch are Stryker (SYK) and Knowles Corp. (KN).
Stocks' Continued Rally
February 04, 2021 19:01 - 6 minutes - 29.2 MBJeffrey Kleintop says that the performance of international stocks remains positive for 2021 as economic data continues to surprise on the upside. In addition, earnings estimates for the MSCI World Index continue to climb.
2021 Payment Sector Outlook
February 03, 2021 19:36 - 6 minutes - 25.9 MBMatt Schulz and Janel Alvarez say that PayPal's (PYPL) acquisition of Honey and Venmo are likely to increase user loyalty and frequency while benefiting revenues. In addition, the company's easy of use democratizes crypto trading. On the other hand, the the consumer credit care space is as competitive as it has been in a decade.
Production Indexes Slowing While Technology Companies Booming
February 03, 2021 19:05 - 5 minutes - 88.2 MBJill Malandrino says that production indexes are finally slowing in response to the increased amount of Covid-19 cases while restaurant spending is not returning to normal. However, 97% of recent earnings reports from technology companies have beat estimates.
What Bezos's Exit Means For Amazon
February 03, 2021 12:33 - 7 minutes - 45.7 MBTuna Amobi weighs in on the new Amazon (AMZN) CEO, Andy Jassy, who was the head of AWS. What could the change mean for the company's future as its most recent earnings report was $14.09 in EPS and $125.60B in revenue.
Takeaways From Gamestop (GME) Trading Frenzy
February 02, 2021 19:29 - 6 minutes - 46.2 MBRyan Patel and D.R. Barton review Chipotle Mexican Grill (CMG) earnings, and provide perspective on the GameStop (GME) volatile trading.
Noah Hamman's Cannabis Pick: Green Thumb Industries (GTBIF)
February 02, 2021 19:27 - 4 minutes - 25.2 MBNoah Hamman says that volatility will be the theme for 2021. He likes three market areas: tactical asset allocation and hedged equities, growth of U.S. cannabis, and long-term treasuries and gold.
Bill Stone: Remain Focused On Asset Allocation
February 02, 2021 14:24 - 8 minutes - 33 MBBill Stone says that the Reddit revolution does not pose a large systemic risk to markets, but is likely to add to volatility as some wall street players saw losses, some hedge funds benefited as well. His opinion is that investors should remain focused on asset allocation and knowing what they own.
Ivan Feinseth's Stock Picks: ABNB, SBX, & AAPL
February 02, 2021 11:46 - 6 minutes - 36.1 MBIvan Feinseth says that Starbucks (SBUX) will be a big beneficiary of the vaccine driven recovery, while Airbnb (ABNB) is uniquely positioned to benefit from all the recovery and travel. Finally, Apple (AAPL) and the 5G enabled iPhone 12 is driving a major upgrade super cycle.
Rising Option Volume In GameStop & Broader Market
January 29, 2021 14:13 - 9 minutes - 50.3 MBJack Ablin discusses some of the unusual option activity in GameStop this week with record-high levels of volume. He also analyzes the U.S. total option call volume and what this has meant for treasuries and the major indices.
Biotech Stocks Outlook
January 29, 2021 13:15 - 7 minutes - 36 MBBrad Loncar weighs in on JNJ, MRNA, PFE, VRTX, IBB, XBI, SRNE, and VIR. He says that investors should be skeptical of biotech companies that suddenly announce clinical trial news as these stocks will eventually be valued on the fundamentals.
Visa (V) Earnings Takeaways
January 29, 2021 13:05 - 6 minutes - 40.7 MBMoshe Katri weighs in on Visa's (V) earnings that reported a $1.42 EPS and $5.7B in revenue as payments volume was up 5%. What are some headwinds facing the payment space currently?
Facebook (FB) Earnings
January 28, 2021 20:20 - 8 minutes - 54.8 MBJohn Freeman and Frances Newton weigh in on Facebook (FB) daily active users going up 11% year-over-year as the social media company authorizes $25B pf share buybacks.
Opportunities For Electric Vehicles And Individual Stocks
January 28, 2021 12:16 - 6 minutes - 32.9 MBHilary Kramer says that if investors want to buy a car company stock, they should ignore the power source and focus on overall sales. She currently likes GM for getting serious about plug-in cars, while keeping one foot on the gas-fueled market.
Apple (AAPL) Earnings Takeaways
January 28, 2021 12:07 - 8 minutes - 52.4 MBAngelo Zino weighs in on Apple (AAPL) declaring a cash dividend of $0.20 per share, and having earnings of $111.44B in revenue.
Opportunities In The Tech Sector
January 27, 2021 19:27 - 5 minutes - 21.9 MBAlex Chalekian sees opportunities in fintech, artificial intelligence, and robotics companies. Fintech, especially, despite strong growth, its overall penetration still remains pretty low.
Outlook For The Shipping Industry
January 27, 2021 13:05 - 6 minutes - 32.1 MBThe President and CEO of U.S. Xpress Enterprises, Inc. (USX), Eric Fuller, says that the company invests in TuSimple. Additionally, he believes that fewer drivers and more stimulus funding will continue to reduce truckload capacity.
Microsoft (MSFT) Earnings
January 26, 2021 20:25 - 4 minutes - 19.1 MBBrent Thill talks a few key aspects to focus on ahead of Microsoft's quarterly earnings release. He highlights Jefferies' price target is $260 with a buy rating, and also mentions Microsoft Teams is one area seeing incredible strength due to the ongoing work-from-home environment.
TG Therapeutics (TGTX) CEO On Approaching Cancer Treatments
January 26, 2021 20:23 - 11 minutes - 47.1 MBMichael Weiss explains TG Therapeutics cancer drugs with expected PDUFA dates. He says they have a multiple sclerosis drug with a target approval for mid-year 2022. He says their R&D expense has come down and they have $600 million in cash as of the end of the year.
Volatile Trading in GameStop (GME)
January 25, 2021 21:05 - 7 minutes - 35.3 MBJoseph Feldman on Telsey Advisory downgrading GameStop (GME) as there is a disconnect between fundamentals and valuation. However, the company should benefit from the new gaming cycle.
Using Volatility As An Asset
January 25, 2021 13:21 - 6 minutes - 94.2 MBJoe Tigay says that bonds have started performing just like the rest of the risk-on assets as volatility is finally at a place where it can be held as an asset class.
Cannabis Stocks Focus
January 25, 2021 12:41 - 8 minutes - 132 MBJoel Hawthorne focuses on the Canopy Growth (CGC) stock as it hits a new all-time high above $35. In addition, Constellation Brands' (STZ) marijuana investment pays off in 2021.
Assessing the Homebuilder Sentiment
January 22, 2021 20:04 - 10 minutes - 47.5 MBMichael Shaoul says the homebuilder sentiment survey is very high, with both a construction and sales boom. The December homes listed were higher than any other year since 2005 with limited inventory. He sees a constant migration to the south from the northeast because of regional fiscal policies, such as raising taxes.
Case To Avoid Apple (AAPL) In Your Portfolio
January 22, 2021 11:18 - 10 minutes - 176 MBRoss Klein on what is driving Apple's (AAPL) stock price. He says that it is neither a screaming buy or a compelling short as difficult competition is coming after the release of the iPhone 12.
How To Find The Next Big IPO
January 21, 2021 17:38 - 7 minutes - 44 MBJoseph Osha weighs in on JMP Securities announcing the fourth annual efficient fifty private company handbook, which include the following notable transactions in 2020 - Nikola (NKLA), ChargePoint, View, EOS, STEM via SPAC mergers and ZOOX being purchased by Amazon (AMZN).
How Stimulus Impacts Consumer Staples Stocks
January 21, 2021 17:28 - 7 minutes - 36.6 MBJharonne Martis and Jan Rogers Kniffen examine retailers stock performance during the Covid-19 pandemic, in addition to the brick-and-mortar versus e-commerce sales.
The Latest Moves in Bitcoin
January 21, 2021 14:00 - 7 minutes - 41.8 MBBill Miller provides his takeaways from the latest moves in Bitcoin (/BTC), in addition to weighing in on the state of an additional fiscal stimulus.
Big Bank Stock Performance
January 20, 2021 19:52 - 7 minutes - 38.8 MBOctavio Marenzi examines big bank stocks like BAC, C, GS, JPM, and WFC. What are some catalysts for the financials sector in 2021?
Netflix (NFLX) Earnings Takeaways
January 20, 2021 13:52 - 6 minutes - 37.1 MBTuna Amobi reacts to the better than expected earnings news and price movement of NFLX. New international subscriber growth numbers beat expectations, share buybacks and free cash flow guidance that was better than expected served as a tremendous catalyst. Tuna also addresses Wall Street concerns over original content spending and the competitive threat from Disney.
The Future of Education Technology
January 19, 2021 21:27 - 7 minutes - 117 MBMichael Moe breaks down how the ongoing pandemic has accelerated digital learning trends, and what this has meant for the education-focused stocks as a whole. He also discusses the Class IPO and what the future of education technology may look like.
Blink Charging (BLNK) CEO on Electric Vehicle Adoption
January 19, 2021 16:54 - 15 minutes - 103 MBCEO Blink Charging Michael Farkas explains that Blink Charging offers both residential and commercial EV charging equipment. He says Blink network is a cloud-based software that operates, maintains, and tracks all Blink EV charging stations and data.
Asset Allocation For Young Investors
January 19, 2021 13:57 - 6 minutes - 41.1 MBAndrew Smith says that his core fundamental thesis for the asset allocation process revolves around understanding cash flows, and recommends that young investors allocate 6 months worth of living expenses to lifestyle assets.
TFF Pharmaceuticals CEO On Vaccines In Dry Powder Form
January 15, 2021 19:29 - 6 minutes - 30.1 MBThe President and CEO of TFF Pharmaceuticals (TFFP), Glenn Mattes, says that the company has the capability to reformulate vaccines and other drugs into dry powder form which can increase shelf life.
The Next Stage Of Cryptocurrency
January 15, 2021 18:18 - 11 minutes - 58.7 MBPaul Golding says crypto use cases are rising on surging ecommerce/Covid-19 and fiat debasing. He explains central banks are considering their own digital currencies for efficiency/control. He sees Visa, Mastercard, and Square playing key roles in new monetary world order.
Examining Rotation To Value Stocks
January 15, 2021 11:08 - 7 minutes - 38.8 MBJulie Biel says that the rotation into value stocks has some staying power, but the rise in SPACs can be problematic. Her stocks to watch are TYL, BSY, and OLLI.
XOUT Capital CEO On How The ETF Compares To Overall Markets
January 14, 2021 19:26 - 6 minutes - 28 MBThe Founder and CEO of Xout Capital, David Barse, says that the ETFs top holdings are Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), Facebook (FB), and Tesla (TSLA).
Using AI For Investing
January 14, 2021 19:20 - 5 minutes - 32.7 MBArt Amador examines the AI Powered Equity ETF (AIEQ) as it is powered by the IBM Watson and Equbot AI to find U.S. companies with the best potential for appreciation. This symbol is up over 8% this year while the S&P is up 1.5%. Additionally, the ETFs top holdings are cash, Tesla (TSLA), Advanced Micro Devices (AMD), Enphase (ENPH), Roku Inc. (ROKU), and Alphabet (GOOGL).
The Impact Of Social Media And Big-Tech
January 14, 2021 19:16 - 8 minutes - 43.3 MBSinan Aral examines antitrust investigations into big-tech companies as Facebook (FB) could face a lawsuit from 20+ U.S. states. What is the importance of transparency of social media, and how does section 230 of the Communications Decency cover it?
Motorsport Games (MSGM) CEO with a 2021 Outlook
January 14, 2021 12:36 - 6 minutes - 37.4 MBThe CEO of Motorsport Games (MSGM), Dmitry Kozko, says that the company is a racing game developer, publisher, and esports ecosystem provider. The stock jumped 75% in trading debut and sold 3M shares in its IPO.
Cannabis Stock Performance
January 13, 2021 20:46 - 6 minutes - 27.6 MBJason Wilson provides his cannabis stock pick - GW Pharma (GWPH) and shares his outlook for 2021 performance.
Stock Market Ahead of the Presidential Inauguration
January 13, 2021 19:53 - 4 minutes - 24.2 MBAhead of the U.S. Presidential Inauguration on Jan. 20, Jill Malandrino discusses her take on markets between the power exchange. That includes investors weighing the prospects of additional financial stimulus as well as the current strength in EV stocks.
Brad Loncar's Biotech Takeaways
January 13, 2021 16:53 - 12 minutes - 56.9 MBBrad Loncar weighs in on Eli Lilly's (LLY) experimental Alzheimer's drug meeting primary endpoint of a small trial study. Also, the biggest deal at the JPM Conference was Beigene (BGNE) licensing a PD-1 cancer drug Tislelizumab.
Portfolio Risk Techniques For Investors
January 13, 2021 13:02 - 6 minutes - 47.2 MBDavid Trainer says that stocks with extraordinary risk are often disguised as attractive from a technical perspective. These include Tesla (TSLA), Wayfair (W), and Snap Inc. (SNAP).
Byron Wien's 10 Surprises Of 2021
January 12, 2021 20:53 - 8 minutes - 37.9 MBByron Wien says that some of his surprises of 2021 are the incoming administration beginning to restore the China trade relationship, DOJ softening the case against Google and Facebook, the U.S. economy developing a momentum on its own, and more.
Electric Vehicle Makers: NIO Day + Tesla
January 12, 2021 18:04 - 9 minutes - 55.8 MBDan Ives says that NIO Day speaks to the EV vision and opportunity in China and that NIO is going after the Chinese EV sedan market. He sees tax credits benefitting Tesla and GM. He sees one million units in 2022 changing the whole valuation of Tesla.
Heightened levels in VIX & Bitcoin
January 12, 2021 17:59 - 6 minutes - 34.3 MBScott Bauer breaks down some of the contributing factors ahead of November's JOLTS report. He also discusses NFIB Small Business Optimism's results for the month of December, and what this could mean not only for small businesses but also the broader economy. Lastly, talks a heightened VIX and Bitcoin's rebound following Monday's drop.
George Young's Stocks To Watch: PLMR, FHB, ON
January 12, 2021 12:15 - 6 minutes - 36.3 MBGeorge Young talks some of the highlights of today's markets, one being that vaccine distribution is occurring - despite that it is slower-than-expected. He notes low interest rates rising is an indication of GDP growth, and also mentions that earnings as of late have been surprisingly resilient.