Podcasts about jmp securities

Uber Technologies (UBER) is up following mixed analyst notes. JMP Securities downgraded the stock over concerns for its full self-driving future, while Goldman Sachs placed Uber on its stock conviction list. JMP also downgraded Alphabet (GOOGL) with worries around antitrust penalties the company can face, while Goldman Sachs gave a double upgrade to Cloudflare (NET). Diane King Hall discusses some of the morning's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Send us a Text Message.Joseph Ferra is CEO of Elevation Oncology ( https://elevationoncology.com/ ), a clinical stage biopharmaceutical company focused on the development of precision oncology products, specifically antibody-drug-conjugates (ADCs), for patients with genomically defined cancers, where he brings over 20 years of financial, strategic and leadership experience in the pharmaceutical/biotechnology industry. Prior to becoming CEO, he served Elevation as Chief Financial Officer and Interim CEO. Before joining Elevation, Joseph was Chief Financial Officer of Syros Pharmaceuticals where he led the development and implementation of key financial and capital strategies and contributed to corporate initiatives. Previously, he spent over a decade as an investment banker in the biotechnology and pharmaceutical industry, where he established a strong track record of advising on equity and M&A transactions. This included serving as Managing Director and Co-Head of Healthcare Investment Banking at JMP Securities and being a member of the investment banking groups at JP Morgan and UBS. Earlier in his career, Joe served in sales and engineering roles in the life science tools industry. He earned his MBA from The Stephen M. Ross School of Business at the University of Michigan. He obtained a B.S. in Chemistry with Distinction from Purdue University, where he contributed to published papers and conducted research at the National Institutes of Health. Dr. David Dornan is Chief Scientific Officer of Elevation Oncology where he brings over two decades of industry and academic oncology drug discovery and development experience. His research spans across multiple therapeutic modalities targeting cancer susceptibilities and modulating the immune system to translate into meaningful therapeutic interventions for patients. He joins Elevation Oncology from Bolt Biotherapeutics. As Chief Scientific Officer, he was responsible for the scientific strategy and building of the company's portfolio in targeted immunotherapies. Prior to this, Dr. Dornan was the head of Oncology Research at Gilead, identifying, validating, and translating oncogenic targets into actionable entities with biologic and small molecule therapeutics and oversaw the integrated oncology strategy team. He began his career at Genentech, where he spent 10 years serving in positions of increasing responsibility and played key roles in target discovery and validation, as well as translational research programs. Dr. Dornan received his Ph.D. from the University of Dundee in Molecular Oncology and Biochemistry and completed a postdoctoral fellowship at Genentech. Support the Show.

Nach der gewaltigen Rallye vom Dienstag, legt die Wall Street eine Atempause ein. Heute stehen weder wichtige Wirtschaftsdaten an noch wichtige Ergebnisse. DollarTree tendiert in Folge der schwachen Aussichten vor dem Opening schwächer. Investoren debattieren wieviel Luft zwischen einem möglichen, durch Momentum getriebenen Abverkauf ist, und wo in einem solchen Szenario die Kaufzone liegt. Heute sind es Analysten, die an der Wall Street für Bewegung sorgen. Die Bank of America hebt das Ziel für NVIDIA auf $1100 an, und für Super Micro auf $1280. Tesla wird hingegen bei Wells Fargo auf Verkaufen abgestuft, mit einem Ziel von nur noch $125. JMP Securities äußert sich positiv zu Coinbase. Das Unternehmen meldet außerdem die Ausgabe von $1 Mrd. an Wandelanleihen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

► Exklusiver NordVPN Deal: https://nordvpn.com/wallstreet Mit der 30-Tage-Geld-zurück-Garantie von NordVPN gibt es kein Risiko!* Ein Podcast - featured by Handelsblatt. Nach der gewaltigen Rallye vom Dienstag, legt die Wall Street eine Atempause ein. Heute stehen weder wichtige Wirtschaftsdaten an noch wichtige Ergebnisse. DollarTree tendiert in Folge der schwachen Aussichten vor dem Opening schwächer. Investoren debattieren wieviel Luft zwischen einem möglichen, durch Momentum getriebenen Abverkauf ist, und wo in einem solchen Szenario die Kaufzone liegt. Heute sind es Analysten, die an der Wall Street für Bewegung sorgen. Die Bank of America hebt das Ziel für NVIDIA auf $1100 an, und für Super Micro auf $1280. Tesla wird hingegen bei Wells Fargo auf Verkaufen abgestuft, mit einem Ziel von nur noch $125. JMP Securities äußert sich positiv zu Coinbase. Das Unternehmen meldet außerdem die Ausgabe von $1 Mrd. an Wandelanleihen. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

Carl Quintanilla and Deirdre Bosa tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

The NFL kicks off its season tonight, with big implications for gambling and streaming stocks. JMP Securities' Jordan Bender and UBS' John Hodulik explain. Plus, new data from China show imports and exports slowing for another month. Oxford Economics' Louise Loo discusses. And, the Fed's latest Beige Book revealed growth in the U.S. economy and jobs market slowed in July and August. TS Lombard's Skylar Montgomery Konig and Crossmark Global Investments' Victoria Fernandez break down the impact on the markets.

Investors are bracing for another batch of big bank earnings before the opening bell today. JMP Securities' Devin Ryan breaks down his expectations. Plus, it's been a summer of labor unrest across the country. American Enterprise Institute's James Pethokoukis explains. And, June retail sales are out this morning, offering insight into the consumer and inflation. Apollo Global Management's Torsten Slok discusses what this means for the Fed.

Kansas has become the latest state to push back against ESG investing in a new bill passed this week. Kansas State Treasurer Steven Johnson explains why he supports the legislation. Plus, Exxon Mobil and Chevron are set to report results today, capping out the busiest week of earnings season. RBC Capital Markets' Biraj Borkhataria's discusses the outlook. And, Amazon shares are slumping despite an earnings and revenue beat. JMP Securities' Nicholas Jones breaks down why he's still bullish on the stock.

Banks kick off earnings season today, with JPMorgan, Citi, and Wells Fargo all set to report. JMP Securities' Devin Ryan and Piper Sandler's Stephen Scouten break down what to expect. Plus, UNH is also gearing up to release numbers, with projected full-year revenues exceeding those of the big banks. Bernstein's Lance Wilkes explains the outlook. And, Wall Street is awaiting March retail sales for more insight on the chances of a recession. UBS Global Wealth Management's Mark Andersen and Payne Capital Management's Courtney Garcia discuss the trading day ahead.

First Citizens Bank will buy a large chunk of Silicon Valley Bank as concern over the global banking crisis continues to weigh on Wall Street. Rathbone Investment Management's Ed Smith and JMP Securities' Devin Ryan explain the outlook. Plus, the tech sector has been among the major winners so far this year, with the Nasdaq up 13%. Sanlam Investments' Hannah Gooch-Peters discusses the recent performance. And, investors are gearing up for the latest read on PCE, the Fed's preferred gauge of inflation. Palumbo Wealth Management's Phil Palumbo and Rose Advisors at Hightower's Patrick Fruzzetti break down what this means for the markets.

Stocks closed higher but well off the best levels of the session, as Wall Street tried to recover from its worst week of the year. Nancy Tengler from Laffer Tengler Investments and Delano Saporu from New Street Advisors break down the market setup for the week and beyond. Zoom shares surged in the post-market session on an earnings and revenue beat. Patrick Walravens from JMP Securities breaks down the numbers. Meantime Goldman Sachs is in the spotlight ahead of a rare investor day on Tuesday. Analyst Brennan Hawken lays out the key questions facing management. Plus why shares of Union Pacific jumped, and a look inside Lockheed's production facility.

Straight from Benzinga newsdesk, host Brent Slava brings you the market news and stocks to watch.Subscribe to our Stocks To Watch Newsletter here : https://go.benzinga.com/sales-page-187126583617110118712659Hosts:Brent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga NewsdeskMichael O'Connor Reach out to Michael at michaeloconnor@benzinga.comBenzinga Strategy Developmentpro.benzinga.com$UPS $SKX $NBTB $DASH $LASEUnited Parcel Service (UPS) -A sympathy play following better-than-expected earnings out of FedEx (FDX). Analysts on FedEx noted "soft" volume, "firm" pricing and a meaningful focus on cost-cutting initiatives.Skechers USA (SKX) -Analysts at Raymond James remained bullish on Skechers shares Wednesday morning following a recent meeting with the company's CFO.The analysts were favorable amid Skechers increased shelf space gains at wholesalers and also management's focus on lowering inventory levels through international distribution.NBT Bancorp (NBTB) -A way to gain exposure to US semiconductor chip manufacturing through a community bank.NBT's branches are located in New England, with its headquarters in northern New York, where chip foundries are starting to be constructed.DoorDash (DASH) -A play on a bullish call by an analyst at JMP Securities. In a research report Wednesday morning, the firm reiterated a Market Outperform rating and $100 price target.The target represented about 100% potential upside from where DoorDash shares traded.Laser Photonics (LASE) -One of Wednesday morning's big winners. Shares were up about 20% following news the company won a contract with the largest glass manufacturer in North America.The issue is in low-float territory, with about 8 million shares in its float.We're always looking for ways to make this content better!If you have ideas for stocks we should cover or have feedback about the info or presentation, please drop us a line at newsdesk@benzinga.com or aslicoskun@benzinga.comUse coupon code YOUTUBE20 to get 20% offDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Newly appointed Treasury Chief Jeremy Hunt has announced a reversal in the UK's tax cuts in an effort to stabilize the economy. ING Bank's Carsten Brzeski gives the latest. Plus, the 30-Year Fixed Mortgage is now hovering around 7%, jumping to its highest level in roughly 20 years. Digital Risk's Jeff Taylor breaks down the housing sector. And, investors are awaiting final reports from financials, including Goldman Sachs, State Street, and Truist Financial. JMP Securities' Devin Ryan previews what to expect.

Jeff Weniger, head of equity strategy at WisdomTree Asset Management, says that the strong dollar is dramatically changing business conditions for U.S. companies, even as they deal with recessionary conditions. The dollar has gotten so strong, Weniger says, that it's an expensive country for companies and consumers, all of whom will have to deal with the headwinds created by the dollar. Weniger says that he expects the next six months to  be characterized by significant volatility, which will give technology stocks a tough ride, which has him turning to utilities and consumer staples while waiting to see how the Federal Reserve's plans to deal with inflation play out. Also on the show, Hugh Tallents, senior partner at cg42.com discusses his recent research into "buy now, pay later" plans and says that consumer behaviors are inflation a debt bubble that could lead to real trouble for the industry as interest rates rise and the economy continues to falter in 2023; Kyle Guske, investment analyst at New Constructs, adds Ring Central to a recent list of "zombie stocks" -- companies with no earnings that are burning through cash and are headed for trouble trying to raise more under current conditions -- noting that it has the potential to be bankrupt in as little as two months, and Mark Lehmann, chief executive officer at JMP Securities discusses stocks in the Market Call.

The six largest U.S. tech companies lost more than $500 billion in market value yesterday. Arete Research Co-Founder Richard Kramer discusses what this means for the sector outlook. Plus, ahead of the long awaited Ethereum Network upgrade, Ether is seeing its worst day since late August. CNBC tech reporter Mackenzie Sigalos and JMP Securities analyst Devin Ryan explain what's to come. And, following a hotter-than-expected than expected CPI report, markets are experiencing a major sell-off. Hodges Capital Management CIO Craig Hodges and FAIRLEAD Strategies Founder Katie Stockton make sense of the market action.

Stocks storming back in the final hour of trading. The Dow was down 617 points at session lows, but ended the day in positive territory, although it did fall for the 8th straight week, the longest losing streak since the 1920s. Truist's Keith Lerner and JMP Securities' Mark Lehmann discuss whether the recent sell off is a tremendous buying opportunity for long-term investors. Doug Ostrover, the CEO of alternative asset manager Blue Owl, reveals where he sees opportunities in this volatile market. Fast Money trader Dan Nathan says he is buying the QQQ ETF to gain exposure to beaten down big tech stocks. Retail getting wrecked this week following disappointing earnings from Walmart & Target. Fmr. Macy's CEO Terry Lundgren explains why the current retail environment is one of the hardest he has ever seen in his career. And Kohl's activist investor Jonathan Duskin reacts to the retailer's disappointing earnings and explains why he is accusing the board of withholding material information from shareholders at its recent annual meeting.

Mobility is the main driver of overall profitability, says Andrew Boone. He discusses Uber Technologies (UBER) and how the March 2022 mobility data suggests further improvement as dining out and commuting recover. He also talks about how resumption of travel represents another tailwind for mobility. He then goes over how JMP Securities has an outperform rating for UBER. He mentions movement in travel stocks which expects travel companies to report strong 1Q22 results, highlighting AirBNB (ABNB). Tune in to find out more.

Julie is joined by Devin Ryan, Director of Fintech Research @ JMP Securities (financial services firm) to discuss:What Devin Is Currently Researching (2:49)The Difficulty Behind Creating Price Targets (5:18)Main Concern(s) Regarding Fintech (17:12)What Devin Is Most Bullish On For 2022 (20:03)New episodes every Monday and Thursday!For daily updates on the fintech space sent right to your email, subscribe to the FTT newsletter HERE.For weekly updates on the cryptocurrency and DeFi space, subscribe to the Crypto Tonight newsletter HERE.For a more in-depth breakdown and analysis of the fintech space, subscribe to the premium newsletter, FTT+, HERE.Follow us on Twitter:FTT - @fintechtoday_Julie - @julieverhage[Theme Song Credit]

David Wright, lead portfolio manager at Sierra Investment Management, says that the market is currently so overvalued that it has a lot more downside room to run than upside. While Wright remains fully invested right now -- and isn't calling for a major reversal in the immediate future -- he cautioned that investors should be looking to protect gains from heightened market volatility ahead by using stop-loss orders on their biggest and most risky positions. Also on the show, Leo Leydon of Financial Focus Advisory Services says that he thinks the market is due for a technical pullback -- possibly before the holidays -- before it can go off on another run, while Greg McBridge of Bankrate.com discusses the site's recent survey showing that a majority of American workers feel like they are behind when it comes to retirement savings. In the Market Call, Mark Lehmann, chief executive officer at JMP Securities talks about fast-growth companies in the technology, health care, real estate and financial-services sectors.

With property and share markets trading at all-time highs, it's reasonable and perhaps prudent to consider whether we are in a (asset price) bubble. Bubbles cannot grow indefinitely and at some point, all bubbles burst.Is the share market about to crash?Share markets around the world have been incredibly resilient throughout the pandemic and almost all markets are trading above pre-pandemic levels. That probably shouldn't come as a big surprise, as government fiscal support here and abroad has been unprecedented and interest rates couldn't be much lower.Rivian is a good example of a bubbleThere are some very clear examples of bubble-like share market valuations. The recent listing of shares in Rivian Automotive Inc. in the US (NASDAQ) is a perfect example. It listed on 9 November raising $US12 billion from investors. Rivan is valued at $US110 billion making it the 5th most valuable automotive manufacturer in the world, behind Volkswagen, which sells 2.8 million units (cars) per year. It's worth almost as much as Australia's most valuable company, CBA.Perhaps the most noteworthy thing about Rivian is that is hasn't manufactured one product yet. That's right! It hasn't generated $1 of revenue, let alone a profit. It is true that Amazon has agreed to buy 100,000 electric delivery trucks from Rivian, which are to be on the road by 2030, but it effectively hasn't manufactured one unit. There is no conceivable way on earth that a $US110+ billion valuation could be justified for this company. It's insane.But not all stocks in the US are overvaluedIt is true that the large US tech companies have contributed substantially to the US stock market's returns over the past 10 years. The FANMAG stocks now account for almost 24% of the S&P500 index. The total value of these six companies is almost $US8.5 trillion. Japan's entire stock market is worth $US6 trillion. It is also noteworthy that Tesla's market capitalisation (value) has added almost $US0.5 trillion to the S&P500 index since joining it in December 2020.But some of these tech companies have been driven by sound fundamentals. Take Apple as an example. It took 38 years to reach a $US1 trillion market valuation in 2018. It only took 2 years to double its valuation to $US2 trillion (by mid-2020). It is currently worth more than $US2.6 trillion. A lot of this growth in value has been driven by underlying earnings (profit). Its trading on a PE ratio of 28 times which is not implausible. In fact, its relatively easy to justify.It's happening in Australia tooThere are signs of bubbles in different companies in Australia too.Cloud-based accounting software provider, Xero has a market capitalised value of $22 billion. It reported a loss of $6.5 million for the first half of the 2022 financial year. Whilst Xero likes to talk about the lifetime value of a customer, investors are (or should be) more interested in profitability, of which Xero has none.But also, there are large Australian companies that are trading at attractive multiples. BHP, for example, is trading at a forward PE ratio of only 12 times, which is very low. That is mainly because its share price has fallen sharply over recent months in line with the price of iron ore.Australian property price bubble?According to Core Logic, the home value index has risen by 30% in Sydney over the 12 months to October 2021, 26% for Brisbane and almost 20% for Melbourne.Whilst recent property price growth has been unsustainably high, it's more important to consider medium term growth, especially considering negative returns in 2017-2019. Over the 5 years to June 2021, the median house price in Brisbane, Sydney and Melbourne appreciated by between 4.7% p.a. and 6.9% p.a. (according to REIA), which is below the long-term average.Whilst some commentators have recently predicted that property prices will fall, it is interesting to note that medium term returns (5 year) tend to be a good predictor of price falls. I picked the largest price falls since 1980 in Melbourne, Sydney and Brisbane. Here's what I found:§ Median house prices in Sydney fell by almost 15% between 2017 and 2019. The 5 years prior to this period prices rose 13% p.a.§ In Melbourne, the median house price fell by 11% over 2011/2012. The 2 years prior to this period house prices rose by 24% p.a.§ Median house prices in Brisbane fell by almost 8% over 1986/1987. The 5 years prior to this period prices rose 11% p.a.The conclusion is that price growth must be above average for an extended period of time (more than 2 years) for there to be a risk of a correction. Property prices in Melbourne, Sydney and Brisbane have merely made up for the poor growth rate since 2017 (i.e. mean revision). If prices don't grow by another 20+% next year, I doubt values will fall.And of course, there's bitcoinIt would be remiss of me to not mention crypto in a blog about price bubbles. The total value of Bitcoin is now more than $US1.1 trillion. And the market value of all crypto is circa $US2.6 trillion, which is worth more than Australia's entire share market! Its worthwhile to remind ourselves that decentralised currencies (crypto) are rarely used for anything other than speculation.Bubbles and micro-bubblesRob Arnott is a US market fundamentalist that I respect greatly. In recent interviews, he has talked about micro-bubbles. Tech company valuations are not universally irrational, like they were in the early 2000's during the dot com bubble. Instead, certain stocks and assets (e.g. crypto) exhibit bubble-like valuations. This is what Arnott calls a micro-bubble.What created these micro-bubbles?It is hard to say what's caused these micro bubbles, but I suspect it's the combination of low interest rates and Covid lockdowns/restrictions.Lower interest rates means that people have more surplus cash than they did pre-Covid, and Covid restrictions mean that people spent less on travel and entertainment. As such, people have been willing to ‘gamble' some of this money on certain assets with the aim of generating a quick return. According to estimates by JMP Securities, individual investors opened more than 10 million new brokerage accounts in 2020 in the USA.Aren't valuation fundamentals important anymore?What makes someone buy Tesla stock at more than $US1,100 per share? Using a fundamental approach would require you to make ridiculously implausible assumptions to justify this share price e.g. it would have to grow at more than double the rate that Amazon has over the next 5 years. Amazon has been a once-in-a-generation growth story.What stockholders in these micro-bubble assets are buying is not the fundamentals but the popular narrative/s. Narratives such as Elon Musk is a genius and since all his wealth is tied to Tesla, there's no better incentive for him to make it work. That the price of Bitcoin will continue to rise. That Xero will achieve scale and generate profit in the future.When will the microbubble burst?When contemplating the answer to this question, there are two important observations to highlight.Firstly, bubbles can last long and go higher than any reasonable person could imagine. As the saying goes, “the market can remain irrational far longer than you can remain solvent”. Therefore, don't bet against a bubble (i.e. short sell the asset).Secondly, whatever ends a bubble needs to come as a surprise to the market. The market is unsurprised by factors that are already reflected in prices such as higher inflation, higher interest rates, end of Covid lockdowns, central bank tapering and so forth. The catalyst, whatever it is, by definition, is something that is unpredictable today.That said, sometimes gravity is what ends bubbles – prices/valuations get so high that they become unpalatable to everyone – what goes up, must come down. The early 2000's tech bubble is a good case in point. To date, no one has been able to identify the one thing or things that caused the dot-com bubble to burst. It was merely gravity.Make sure you have a strategyIf you are invested in micro-bubble assets, then you better have an exit strategy. That is, a strategy that will inform you when to sell and take your profit, before the bubble bursts.Alternatively, you should invest in a way (methodologies) that ensures you avoid micro-bubble assets. There are still plenty of excellent investment opportunities in all markets. Don't assume everything is overvalued.

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.

Reflecting their bullish take on the crypto economy, analysts at JMP Securities initiated coverage of the cryptocurrency exchange platform Coinbase (COIN) with a market outperform rating and $300 price target. JMP analyst Devin Ryan says Coinbase will be a leader and major player in the secular growth of cryptocurrencies while at the same time is differentiated enough to stand alone as an investable company.

Pat Walravens, Equity Research Analyst at JMP Securities, previews DocuSign (DOCU) earnings which will be released today, September 2nd, postmarket. Its estimated EPS is $0.39, and its estimated revenue is $482.48B. JMPSecurities has an outperform rating with a $310 price target. Tune in to find out more.

The JMP Securities CrowdStrike (CRWD) Report states that it's benefitting from secular tailwinds, including global shift to cloud technologies and endpoint security. Erik Suppiger, Senior Research Analyst at JMP Securities, discusses CrowdStrike's earnings which will be released postmarket. CrowdStrike's earnings estimates are $0.09 EPS and $323.97M in revenue. Tune in to find out more.

Our anchors kick off today's show with a host of initiations on newly public stock Robinhood. Then, JMP Securities' Devin Ryan is here to explain why he has an outperform rating on the stock. We also bring you the latest details on a judge ruling Proposition 22, California's gig worker law, unconstitutional. New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to further break down this new road block to companies like Uber, Lyft and DoorDash. Next, Klarna Co-Founder and CEO Sebastian Siemiatkowski joins as the company reaches 20 million users in the U.S. amid surging demand for flexible payment services. Then, Rhodium Group Senior China Tech Analyst Jordan Schneider joins to share his take on the China crackdown and which sectors he thinks may get hit next. Plus, as Bitcoin reaches its highest level since mid-May we have CNBC's Kate Rooney cover the rise in popularity of crypto trading among new investors and CNBC's Mackenzie Sigalos on crypto adoption in Afghanistan.

Iovance Biotherapeutics (IOVA) has been upgraded to market outperform at JMP Securities, and is one of George Tsilis', Contributor at TD Ameritrade Network, overlooked stocks. Iovance Biotherapeutics focuses on the development and commercialization of cell therapies to fight cancers. Another overlooked stock is Sea Limited (SE) which is an internet consumer company and has been upgraded to buy at Bank of America. The final overlooked stock is Dun & Bradstreet (DNB) which provides data, analytics, and business insights for businesses and has been upgraded to outperform at Raymond James. Tune in to find out more about these stocks.

Joseph 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).

➤ Bloomberg and Reuters report that Tesla plans to export from Giga Shanghai — is it a sign of demand constraints in China or a move to optimize logistics? ➤ Looking back at Tesla’s previous comments about Giga Shanghai ➤ UBS, JMP Securities weigh in on TSLA in updated notes ahead of Battery Day and after Tesla’s $5B capital raise ➤ Elon Musk tweets about Battery Day, Tesla’s HVAC plans ➤ EU reportedly considering raising 2030 emissions requirements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Cloudflare, Inc. Presents at JMP Securities Technology Conference, Feb-25-2020 10:00 AM

This week, Tim Harford, senior columnist at the FT, joined to talk about the political brinkmanship on both sides of the Atlantic. Sara Menker, the founder and CEO of Gro Intelligence, discussed how agriculture data is grinding to a halt due to the shutdown. Former U.S. Ambassador to China Max Baucus talked about the federal probe into Huawei. Devin Ryan, Senior Research Analyst at JMP Securities, went through Goldman earnings. Then Bloomberg Opinion columnist Nir Kaissar discussed the life and legacy of Vanguard founder Jack Bogle. 

CEO of Pendo, Todd Olson talks about how advanced NPS (Net Promoter Score) analytics is shaping the future of product management and how to retain customer loyalty and engagement in a time where customers are demanding insanely great products at the right price. Pendo combines product analytics and qualitative feedback to help product teams deliver software that users love. Several leading SaaS companies like Zendesk, Namely, LexisNexis, and Sprinklr are using Pendo to capture user behavior, simplify the product experience, and understand their users like never before - ultimately leading to increased engagement and adoption. JMP Securities recently listed Pendo a "Hot 100" private U.S. software company based on factors like financial growth, product, leadership, customers, and market potential. About Todd Olson Todd Olson is co-founder and CEO of Pendo, a product experience platform that helps product teams create software customers love. A three-time entrepreneur, Todd has experienced the highs and lows of running fast-growth technology companies. A proficient coder by age 14, he spent his teen years working as a database designer and software architect for MBNA Bank in Delaware. By graduation from Carnegie Mellon University, he’d invented a data integration product, co-founded Cerebellum Software, and raised seed capital. Cerebellum went on to raise $17 million in institutional capital and hire 65 people, only to shut down when funding dried up during the dotcom era. A role as vice president of product development at TogetherSoft brought Todd to Raleigh, where he eventually started 6th Sense Analytics, which he sold to Rally Software. After Rally’s IPO, he teamed up with fellow product leaders and technologists from Red Hat, Cisco and Google to launch Pendo in October 2013. The company has since raised $56 million in venture capital, landed more than 500 customers and now employs 170 people across offices in Raleigh, San Francisco, New York and Yakum, Israel. It was named a Top 50 U.S. Startup by LinkedIn in 2017.

The last several years have seen the investment banker-led auction become a common method of selling businesses. We recently sat down with Pepper partner Andrew Hulsh and Eric Saucedo of Tricap Partners & Co. to discuss this topic. Mr. Hulsh and Mr. Saucedo both participated in a breakfast briefing in Pepper's New York office around the auction process, which also featured executives from Star Mountain Capital, TSG Consumer Partners and JMP Securities. Topics covered in the podcast include: the current state of the investment market (:55); how does a company approach an auction process (2:19); what does a PE fund or institutional investor need to do before an auction to increase their probability of success (3:13); tips for dealing with the management team of the company up for sale (7:39); if auctions are here to stay (10:00); and valuation and deal structure issues (10:44).

Bloomberg Markets with Carol Massar and Cory Johnson.u0010u0010GUEST:u0010David Wilsonu0010Stocks Editoru0010Bloomberg Newsu0010Discussing his "Stock of the Day" Energy Recovery (ERII). Energy Recovery Inc.'s shares are headed for their biggest one-day gain in about six months after JMP Securities joined the ranks of securities firms to recommend buying the stock. Analyst Joseph Osha put out his first report today on Energy Recovery, a maker of equipment used to turn sea water into fresh water. He's looking for the stock to reach $12, a lower target than the other three firms with buy rating: Evercore ISI, FBR Capital Markets and Jefferies. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Markets with Carol Massar and Cory Johnson.u0010u0010GUEST:u0010David Wilsonu0010Stocks Editoru0010Bloomberg Newsu0010Discussing his "Stock of the Day" Energy Recovery (ERII). Energy Recovery Inc.'s shares are headed for their biggest one-day gain in about six months after JMP Securities joined the ranks of securities firms to recommend buying the stock. Analyst Joseph Osha put out his first report today on Energy Recovery, a maker of equipment used to turn sea water into fresh water. He's looking for the stock to reach $12, a lower target than the other three firms with buy rating: Evercore ISI, FBR Capital Markets and Jefferies.

Guests:Dr. Vinay Nair - the Co-Founder and Co-Chairman of 55 Capital Partners, an asset manager that specializes in providing portfolio solutions using ETFsMark Lehmann - President of JMP Securities and based in San Francisco. He is also a member of the executive committee of JMP Group and serves on its board of directors See acast.com/privacy for privacy and opt-out information.