Industry Focus

In a strange twist, the newest retail store from Nordstrom will carry no inventory. Instead, the company hopes a unique menu of services will provide a rich enough experience to connect with shoppers – a trend that is growing quickly in the brick-and-mortar world. The cast also looks at how Starbucks is faring under the new leadership of Kevin Johnson.

Direct download: if_09122017_cg_final.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s not always an easy decision, and in most cases you should do some planning first, but there are times when you’re doing the right thing in quitting your job.  Of course there’s a difference between wanting to quit and needing to quit and some things you should do before giving notice.

Direct download: 20170911_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The streaming service is planning to go public soon and we have our hands on their filing with the SEC! We run through the company's books, talk about the streaming space, and take a look at the company's long-term prospects.

Direct download: 20170908_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Energy Secretary Rick Perry announced the Department of Energy is releasing 500,000 barrels of oil from the Strategic Petroleum Reserves. We discuss the impact and importance of the move.

Direct download: 20170907_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Promo: Big-cap biopharma could come knocking if Juno Therapeutics’ next-generation CAR-T is safer than its competitors, and Medtronic's already investing billions in Mazor Robotics, a maker of surgical robots. Sponsored link: http://www.casper.com/fool Code: fool.

Direct download: 20170906_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Amazon has already begun to weaponize its Whole Foods stores, and we look at how competing retailers like Kroger and Costco are feeling the pressure. Meanwhile, the major dollar store chains are facing their own challenges from larger retail rivals.

Thanks to Casper for supporting the podcast. Save $50 on a mattress at http://www.casper.com/fool, code “fool”.

 

Direct download: 20170905_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

IF brings you stories and coverage of different sectors of the stock market every day, but what trends are the hosts most excited about, and what stocks are on their watch lists? We bring everyone into the studio for this bonus episode to answer these questions and introduce the new Thursday host Sarah Priestley.

Direct download: 20170824_IF_AllHands.mp3
Category:Podcast -- posted at: 6:00am EDT

We toss around some terms week-to-week and don't always do the best job explaining them in-depth. Today, we dust off our college accounting books to talk about the difference between capitalizing and expensing a purchase, what deferred revenue is, and why operating leverage is a beautiful thing.

Direct download: 20170831_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In the ongoing devastation of Hurricane Harvey headlines are surfacing about the storms impact on US oil and Gas -- on this episode we discuss potential outcomes for the industry, and touch on the recent appointment of a new CEO for GE.
 

Direct download: 20170831_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

The FDA approved the world's first CAR-T therapy on Wednesday, one month ahead of schedule, and only days after Gilead Sciences announced it’s buying CAR-T powerhouse Kite Pharma in a deal valued at $11.9 billion. 

 

Direct download: 20170830_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Join us for a look at the incredible growth of e-sports and the opportunity it presents to various industry stakeholders, including game publishers, content networks, and the players themselves. We also discuss the recent legal troubles at iRobot.

Direct download: 20170829_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Every industry has its shining lights, and the bank industry is no different. In this episode of Industry Focus: Financials edition we discuss the top bankers in the modern era, including Jamie Dimon, Richard Davis, Robert Wilmers, and more.

Direct download: 20170828_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Two years ago we tossed out a terrible ballpark on the revenue Apple Music might be able to bring in for the tech giant. Today we talk about that mistake and how to set yourself up to make better projections.

Thanks to Harry’s for supporting Industry Focus. Get your free trial set – go to Harrys.com/fool

Direct download: 20170825_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Everyone makes mistakes, the important thing is to learn from them.

Direct download: 20170824_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

We said what? Let’s face it, sometimes our predictions miss the mark, and with Rite Aid and Opko Health, they missed the mark by a lot. Here’s what we said, why we said it, and what we learned from our mistakes.

 

Direct download: 20170823_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

We said what?!? That is our theme for Industry Focus this week, and we continue the discussion with missed calls on Wal-Mart’s Jet.com acquisition and the 2,000 stores Amazon was supposed to open in the next several years.

Thanks to Harry’s for supporting the Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool.

Direct download: 20170822_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Everyone makes mistakes. But not many of us air them publicly. That's the theme of this week's Industry Focus, starting with our prediction in 2015 that concerns about Wells Fargo's cross-selling culture were much ado about nothing.

 

Direct download: 20170821_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We run through recent wearables market data from Strategy Analytics, check in on the major players, and talk about the long-term outlook for Fitbit.

Direct download: IF_Tech_08182017.mp3
Category:Podcast -- posted at: 3:09pm EDT

A solar eclipse occurs Monday -- what that means for solar producers may surprise you.

Direct download: IF_08172017_AH.mp3
Category:Podcast -- posted at: 3:57pm EDT

With a slate of promising drugs hitting the market and in its development pipeline, Regeneron Pharmaceuticals is becoming one of biotechs most important players.

Direct download: 20170816_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

For several years, Procter & Gamble has been spinning off low-priority brands and cutting costs to streamline its business. But with little to show for those efforts, billionaire Nelson Peltz wants a seat at the table. Meanwhile, a slow summer blockbuster season is taking a major toll on theater operators.

Direct download: 20170815_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:35pm EDT

Business development companies are undergoing a sea change as the asset class becomes more institutionalized.

Direct download: 20170814_IF_Financials.mp3
Category:Podcast -- posted at: 3:56pm EDT

Snap's quarterly update was... uninspiring. On this show, we talk about the updated user counts, ask some questions on engagement metrics, and run through the new financials.

Direct download: 20170811_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Fracking has been the oil industry buzzword for years, here’s what the process actually means.

Direct download: 20170810_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Scotts Miracle Gro could be the best marijuana stock to buy, while Illumina could be the best bet to capitalize on DNA-based medicine.

Direct download: 20170809_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT