The best performing stock in the basket has been MasterCard, which is up 187% since 2017. We're just moving more and more towards the digital movement of money,. European Central Bank recently pulled some statistics on this; cash was used for 59% of point of sale transactions in 2022. That was down from 72% in 2019.
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd
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