EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

1

Introduction

00:00 • 2min

2

Is There a Problem With a Satellite v Company Merging?

02:17 • 2min

3

Wouldn't It Be a Good Idea?

04:06 • 5min

4

Are You Thinking About Buying Acdivision?

09:14 • 2min

5

Nefli Is the One That Ranks the Highest for Me, but It's a Tough Business Model

11:24 • 2min

6

Is Palaton Pa a 100 % Sell-Alike?

13:26 • 2min

7

Is That a Miscalculation?

15:23 • 3min

8

Is There a Slowdown?

17:59 • 3min

9

Is That a Subscription Business?

20:35 • 3min

10

Is Amazon Shopping Peliton?

23:18 • 4min

11

Do You Think They're Going to Acquire You?

26:53 • 2min

12

How Will Interest Rates Affect Banks?

28:54 • 6min

13

Is There a Recession in the Yield Curve?

34:34 • 2min

14

Is the Gildr Inverted for a Second?

36:28 • 3min

15

Car Insurance

39:45 • 3min

16

Inflation Is a Big Risk to Insurers

42:21 • 3min

17

Universal Insurance Holdings Tait All Recently?

45:16 • 3min

18

Is This a Weird Company?

48:45 • 5min

19

What Is the Role of Reinsurance Rates?

53:57 • 3min

20

Is There a Local Edge in Reinsurance?

57:09 • 5min