Voices of Wall Street

In an attempt to capitalize on heightened demand from investors as auto companies and cities prepare for a decarbonized transportation system, Arrival is combining with CIIG Merger Corp. in a deal valuing the London-based electric bus and van company at $5.4 billion. Arrival's President, Avinash Rugoobur, chats with Hope King about how the company plans to invest the proceeds from the deal, why microfactories are the key to efficiently ramping up production of electric vans and buses, competition with Rivian, and Tesla's move into bitcoin. (First published Feb. 8, 2021) --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Desktop Metal is bringing 3D metal printing innovation to a broad array of industries, including automotive, consumer products, industrial automation, medical devices, aerospace, and defense. The company's CEO and Co-Founder Ric Fulop joined Voices of Wall Street to discuss the massive opportunity in 3D printing, and why the pandemic accelerated their plans to go public by two years. Hosted by Dion Rabouin. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

FuboTV sits at the intersection of three red-hot trends that investors are chomping at the bit to gain exposure to. Think Roku, YouTubeTV, and DraftKings all rolled up into one company. That's the dream scenario for FuboTV CEO and Co-Founder David Gandler, who joined Voices of Wall Street for an interview to discuss the sports-first streaming service's massive opportunity to capitalize on cord-cutters abandoning cable TV, advertisers shifting their budgets to connected TVs, and legalized sports betting gaining traction across the U.S.. Gandler also tells Host Dion Rabouin that exclusive rights to live sporting events is something that FuboTV should be exploring, and that nothing is off the table. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Blade, a helicopter taxi service that initially became popular for its private flights bringing wealthy clients in and out of the Hamptons, is coming to public markets via a reverse merger with Experience Investment Corp, a SPAC backed by travel and leisure private equity firm KSL Capital. Eric Affeldt, CEO and Chairman of Experience Investment Corp. joined to talk about why his SPAC chose Blade, the market opportunity for innovation in urban mobility, why Blade is better positioned than Uber to execute the helicopter taxi business, and the electrification of air travel. Interview hosted by Hope King. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Plug Power is the leading user of hydrogen fuel in the world and is leveraging the sustainable form of energy to power industrial electric vehicles such as forklifts for major retailers including Amazon and Walmart. The company's CEO, Andy Marsh, joined Katherine Ross, Host of Voices of Wall Street, to discuss the role of hydrogen fuel in electric vehicles, expansion into on-road vehicles and air travel, hydrogen vs. electric batteries, and similarities between Plug Power's business model with SpaceX and Tesla. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

There's a euphoric market for electric vehicles, and new companies with small track records and giant ambitions are testing the waters of the stock market to raise funds and capitalize on the excitement. One of the emerging EV companies on investors' radars is Fisker, which is hoping to capture a significant share of the market with a business model far different from Tesla's. Dion Rabouin spoke with Henrik Fisker, Founder and CEO of Fisker about how the company plans ramp up production at a faster rate than Tesla did, why it's low pricing puts its Fisker Ocean SUV in a league of its own, and how a Biden presidency impacts the electrification of the automobile industry. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

The glory days for the stay-at-home bundle of stocks may be coming to an end. With news that Pfizer's early data shows its coronavirus vaccine is more than 90 percent effective, investors initially dumped popular trades such as Peloton, Roku, and Zoom. We spoke to Jason Helfstein, Research Analyst at Oppenheimer, about what to expect out of digital fitness and streaming in a post-vaccine environment. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

This episode's Voice of Wall Street is Bill McMahon, Chief Investment Officer of Active Equity Strategies at Charles Schwab Investment Management. Bill tells us how he values equities during a time when many say traditional valuation methods are dead, the significance of the current earnings season, why he's bullish on semiconductors, and why widespread adoption of an eventual COVID-19 vaccine could take longer than many investors are expecting. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Max Friedrich, Fintech Analyst at ARK Invest, about why he sees massive potential for the Cash App, how Square has been able to navigate the pandemic, and how bitcoin fits into the big picture. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Coolness isn't a metric you see show up in valuation models, but there's no denying it matters for the top line of many consumer-driven industries such as Retail and Restaurants. We spoke with Piper Sandler Senior Research Analyst Erinn Murphy about Nike's dominance among the Gen-Z demographic and Crocs' sudden resurgence. We also spoke with Piper Sandler's Head of Consumer Equity Research Nicole Miller Regan about the restaurant industry's K-shaped recovery, Dunkin' vs. Starbucks, and her top stock pick. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

The financial system is bracing for the Presidential election and the policy changes that will follow. We spoke to Jaret Seiberg, financial services and housing policy analyst for Cowen Washington Research Group, about the markets' muted reaction to President Trump's COVID-19 diagnosis, key policy initiatives that could result from a Biden or Trump victory, and how these changes could impact the wealth gap and financial inclusion. Seiberg also talked about Jerome Powell nearing the end of his term as Fed Chairman and speculated about who will take his place, even though Seiberg says Powell has been the MVP of the economy. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Physiological data monitoring is becoming attractive for tech and fitness companies wishing to appeal to athletes and health conscious consumers. Whoop offers a simple band that you wear on your wrist and that records data in three main categories: strain, recovery, and sleep. Whoop Founder and CTO John Capopdilupo joined to discuss the technology driving the $30 a monthly membership model, Amazon's entrance into health monitoring, contributions into COVID-19 research, and more. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Barstool Sports passed its first test with ease as thousands of gamblers downloaded the company's new sports betting app on opening week. The critical question is whether the company can convert downloads into deposits and bets, according to Shaun Kelley, Senior Research Analyst for Gaming and Lodging at Bank of America. He joined this episode to talk about his outlook for Penn National Gaming, DraftKings, and some of the casino players that are flying under the radar. Kelley explains why DraftKings' first-mover advantage is vulnerable, the sustainability and genius behind Barstool's media strategy, and the challenge of leveraging technology to encourage betting. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Hype is the backbone of social media. It's the content ingredient that catches the most eyeballs and creates value for advertisers spending money on platforms such as Facebook. The problem with the social media business model, however, is that hype sometimes feeds off of false, salacious, and anger-inducing material. That's according to Sinan Aral, the David Austin Professor of Management at MIT, who details the unintended consequences of social media in his new book "The Hype Machine: How Social Media Disrupts Our Elections, Our Economy, and Our Health–and How We Must Adapt." While social media was supposed to make us closer to each other, communicate more easily, and share things with people around the world, the spreading of fake news and the way bad actors have been able to use social networks to divide and oppress have tarnished the technology. Sinan Aral joins the podcast to explore the issues and how they can be fixed. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Retail investors are having a moment right now. The stock trading app Robinhood gets a lot of attention, but Robinhood isn't the only app trying to disrupt the traditional retail brokerages like Charles Schwab and Fidelity. Public.com is a social investing app that's working to create a community around investing. its sort of like Twitter or StockTwits meets Robinhood. Katie Perry, the Vice President of Marketing at Public.com, tells us all about it. We also spoke to Eric Shoykhet, the Founder of Atom Finance, which is trying to make financial data more accessible to retail investors who can't pay thousands of dollars a year for Capital IQ, Refinitiv Eikon, or FactSet. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Rare earths, despite the name, are, well, not so rare. They're extremely relevant these days because they're a critical component of electronics and electrification. That means they are really important to things like smartphones, electric vehicles, drones, and military applications. China has come to dominate the rare earths supply chain, and the U.S. really wants to win it back. We spoke to Jim Litinsky, Chairman and CEO of MP Materials, about the company's vision to make the U.S. a leader in the rare earths industry, and how a Trump re-election would affect the company compared to a Biden victory. Due to Trump's America-first narrative, and Biden's push for a climate change plan, Jim sees it as a win-win scenario for MP Materials. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

The Voice of Wall Street you'll hear in this episode is Howard Lindzon. Howard has a knack for spotting trends and successful companies before they pop up on other people's radars. He's the co-founder of the popular social investing community StockTwits, which caught on early to investors' desire to turn to social media to share stock trading ideas and stay on top of all the buzz in the stock market. He's also a General Partner at Social Leverage, an early-stage seed investment fund. Listen here to learn about what he looks for in an investment, and why he thinks "Investing and America are stupid" right now. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Spotify is throwing a lot of money at technology and talent in an effort to secure its spot at the top of the audio food chain. Wall Street is loving the strategy and it's evident in the stock price. In this episode, we spoke to Wells Fargo Securities analyst Steven Cahall about the complicated economics of podcasting and how Spotify still has a lot to prove to justify the recent stock moves. We also spoke to one of the podcasting industry's rising stars-- Kinsey Grant, Host of Morning Brew's Business Casual podcast. Kinsey gives us an insider's take on how to build a successful podcast and the tricks to stand out in a really crowded pool of podcasters who are all battling it out for listeners. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Tesla is redefining what it means to be a car company. At the core of the bull-thesis is the idea that Tesla is more than an automaker. Gene Munster, Partner at Loup Ventures, a research and venture capital firm, tells us about the opportunity in energy storage and how Tesla's innovation could make its way inside the home. Sam Korus, an analyst at ARK Invest, covers robotics, EVs, energy storage, alt energy, and space. He hits on Tesla's ambitions with batteries, its plan for developing the “brain of autonomous vehicles,” and the possibility of electric flight. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Zoom's business is on fire. Revenue quadrupled in the latest quarter and the stock is up nearly 600% since the start of the year as the video conferencing company racks up new users in the "Remote Economy." But how long will this last? Will the Zoom party continue even after people start to go back to the office? We spoke to Scott Kessler, Global Sector Lead of Technology, Media, and Telecommunications for Third Bridge, a research firm for investors, about his outlook for Zoom. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Thematic ETFs are all the rage recently as investors search for diversified exposure to specific trends. In the second quarter, thematic ETFs grew 3x as fast as the ETF industry as a whole, according to Barron's. Two popular trends are work-from-home and space. Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist, Direxion, tells us about the firm's new WFH ETF. Andrew Chanin, Co-Founder and CEO of ProcureAM, an ETF provider, joined the show to discuss his company's space ETF. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Corporate breakups and management shakeups can sometimes unlock new value for investors and some investment managers make it their priority to spot these opportunities before anyone else. Jim Osman, Founder and CEO of Edge Consulting Group, is one of those investors, and he joins this episode to talk about what it means to be a corporate breakup specialist and why he sees a big opportunity in MSG Entertainment's stock. He also argues why Zwift is flying under the radar as a Peloton competitor and could knock Peloton shares off their path. We also spoke to Brent Thill, Tech Analyst at Jefferies, who discusses how Chegg is capitalizing on the transition to remote learning. Thill also tells us that Twitter is tripping over their own shoelaces and shares his top pick in the social media space. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

There's no company out there that gets people as fired up as Tesla does. There are the true believers who say that Tesla and Elon Musk are just getting started and that the company is the future of transportation, energy, and more. Then there are the skeptics, who point out cracks in Tesla's business and financials and say that it's just a matter of time before reality catches up with the company and the stock. We talked with two of those skeptics: Charley Grant, who writes the “Heard on the Street” column for the Wall Street Journal, and Mark Spiegel, General Partner at Stanphyl Capital Partners, a long-short hedge fund that has bet against Tesla. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Epic Games is taking on Apple and Google. The Fortnite maker is challenging the tech juggernauts' longstanding rule that says certain app developers must pay Apple and Google 30% of what they earn in in-app purchases. Epic made an attempt to bend the rules, resulting in the Fortnite app being pulled from Apple's and Google's app stores. We talked with Mark Gurman, Apple Reporter for Bloomberg News, who has been delivering major, market-moving scoops on the company for years, about what the feud means for iPhone sales, the app store, and the accessibility of Fortnite. We also spoke with tech analyst Rene Ritchie, who lays out the best-case and worst-case scenarios for how the drama could play out. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

There are a lot of unknowns with what will happen next regarding the college football season. What we do know is some media networks will take a big hit if games don't make it to the television screens. Kendall Baker, Sports Editor at Axios, joined us to discuss the slim prospects of a fall college football season. He breaks down where each conference stands and the different scenarios that could play out. We also spoke with Michael Morris, Senior Managing Director at Guggenheim Securities, who says Disney, ViacomCBS, and FOX are the most exposed to a canceled season. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Yeezys, Air Jordans, and other trendy sneaker brands are making a strong case to be a part of investors' portfolios. The emergence of companies such as StockX is pushing up the value of sneakers in the resale market and major footwear players including Nike and Adidas are benefiting from the cultural buzz and increased shelf-life of their products. We spoke with Jesse Einhorn, Senior Economist at StockX, and John Kernan, Managing Director at Cowen, about the rise of StockX, top sneaker trends, the investment potential of sneakers as an asset class, and whether Nike should buy StockX. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Jason Moser from The Motley Fool breaks down the rapid run higher by shares of Teledoc, a company connecting patients with doctors remotely. Teledoc has experienced a surge in visits recently, and is capitalizing on the momentum with an $18.5 billion acquisition of Livongo Health, which develops technology to help monitor and manage chronic conditions in patients. Moser also lays out his case for why cash is dead, and talks about how the “Anti-Cash Crew,” which includes PayPal, Square, Mastercard, and Visa, is positioned for further growth. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

TikTok has been in the headlines for a potential acquisition by Microsoft. Microsoft confirmed interest in the entertainment app, but TikTok also has another admirer in Facebook, which just launched a TikTok copycat called Instagram Reels. Sara Fischer, Media Reporter at Axios, joined this episode to share her top takeaways about the new rivalry between Facebook and TikTok, and why the success of Reels if far from guaranteed. Fischer also digs into The New York Times' latest earnings report and discusses a major milestone for the company. We also spoke with Tuna Amobi, Media Analyst at CFRA, about his long-term bull case for shares of Disney. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Microsoft has emerged as the chief suitor for TikTok and could be willing to dish out billions of dollars to buy it. Nicholas Grous, Digital Media Analyst at ARK Invest, talked to us about how TikTok could make Microsoft Facebook's biggest threat, why the best thing Microsoft can do to optimize the acquisition would be to leave TikTok alone, and why what TikTok is doing for mobile video is what Instagram did for mobile photos. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Lawmakers are going after the "emperors of the online economy" in an ongoing antitrust battle that seeks to establish whether tech's Big 4 is unfairly stifling competition. The CEOs of Apple, Amazon, Alphabet, and Facebook were peppered with questions on Capitol Hill Wednesday, with politicians accusing the companies of engaging in anti-competitive behavior. With a combined market cap of about $5 trillion, the question is whether the four companies are becoming too powerful. We spoke with Alex Heath, Reporter at The Information, about what might result from the hearings, the parts of each company most vulnerable to a crackdown, and Facebook's planned investments into VC funds. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

The video game industry is experiencing a surge in engagement and in-game spending since the pandemic, pushing shares of companies such as Activision-Blizzard, Electronic Arts, and Take-Two Interactive near all-time highs. While gaming has proven to be an ultimate stay-at-home business, the movie industry has taken a significant hit. Michael Pachter, Managing Director of Equity Research at Wedbush Securities, joined this episode to talk about why he thinks gaming's success will continue, and why AMC won't survive the pandemic. We also spoke with Sam Stovall, Chief Investment Strategist at CFRA, about the technology sector's incredible run and the benefits of a "Free Lunch" portfolio approach. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Peloton has its sights set on becoming the King of Connected Fitness. The pandemic has accelerated the adoption of the company's popular stationary bike that streams classes, but the question is whether enthusiasm for the product and the stock will continue once the economy fully reopens. Jason Helfstein, Head of Internet Research at Oppenheimer & Co., joined to discuss why the key issue to keep tabs on is Peloton's ability to keep up with demand, and how the stock is positioned to maintain momentum once beyond the pandemic. We also spoke with Jim Bianco, President of Bianco Research, about some of the most pressing macroeconomic issues and why a vaccine may not be what fixes the economy. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

There is a massive disconnect between stocks and the economy. The S&P 500 and Nasdaq have been resilient even with millions of Americans unemployed, earnings at their lowest levels in years, and no end in sight for the virus. We spoke to Dion Rabouin, Markets Editor at Axios, about why markets have rallied, the dangerous unintended consequences of stimulus, and the racial wealth gap in America. We also spoke with Danielle DiMartino Booth, the CEO and Chief Strategist for Quill Intelligence, a research and analytics firm. DiMartino Booth warned that the pandemic may result in permanent damage to the U.S. economy. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Amazon's stock has been on a tear since the beginning of the pandemic. We spoke with Tom Forte, Equity Research Analyst at D.A. Davidson, about top catalysts and risks for the stock, Amazon's ambitions in autonomous tech, and its strategy for media assets including Prime Video and Twitch. We also spoke with John Ourand, Media Reporter at Sports Business Journal. Part of Amazon's media game plan has been to experiment with live sports programming. Big tech has been dipping its toes into sports content as cord-cutting puts pressure on incumbent cable networks, and Amazon has arguably been the most aggressive. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

The acceleration of enthusiasm for Tesla has launched shares of the electric vehicle maker into the stratosphere. While Elon Musk and Co. have given investors plenty of reason to be optimistic, the herd-like rush into the stock is putting a big question mark on Tesla's massive valuation. Even though Tesla bulls acknowledge the lofty price of the stock, they remain locked in on the long-term potential of the EV market and the company's edge in automation, batteries, and branding. This episode is stacked with Tesla brain-power. We spoke with Dan Ives, Managing Director of Equity Research at Wedbush Securities, Ross Gerber, Tesla investor and President and CEO of Gerber Kawasaki, a wealth and investment management firm, and Galileo Russell, Tesla investor and Founder of HyperChange, a financial media company and YouTube channel about the future of investing. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Amid the pandemic, a lingering question remains: when will we see a full-scale return of professional sports? With pretty much every major American sports league on pause, billions of dollars are at stake in sponsorships, ticket sales, media rights, and more. Will Hershey, CEO and Co-Founder of Roundhill Investments, joined to discuss the strategy behind the firm's "BETZ" ETF, which is designed to track the performance of the sports betting and iGaming industry. We also spoke with Chad Millman, Chief Content Officer at The Action Network, about how the sports media company is navigating COVID-19, why the “RE”-cancellation of sports is the real concern, and the outlook for legalization across the country. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Retail is smack in the middle of COVID-19's crosshairs. The pandemic has forced the weakest retailers to file for bankruptcy, and the most powerful ones to grapple with a spike in costs to meet demand and accelerate investment into direct-to-consumer. Jharonne Martis, Director of Consumer at Refinitiv, joined Voices of Wall Street to discuss the top retail themes emerging from the pandemic. Nathaniel Meyersohn, Retail Reporter at CNN, joined us to talk about how dollar stores are the unsung hero of retail, quietly raking in profits and expanding their footprint. Plus, why dollar stores have become a popular target for criminals. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message