(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
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