

Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
Apr 30, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
Rod Aussmann on Allison Transmission Holdings
01:33 • 2min
How to Invest With Stratosphere.io
03:21 • 2min
The Banking Panic Continues
05:51 • 3min
The FDIC Insurance Fund and the Systemic Panic Crisis
09:15 • 3min
The Banky Panic Continues
11:52 • 2min
The Future of Savings and Deposits in the Banking System
14:00 • 2min
The Bank of America's Net Interest Margin Increases
16:16 • 3min
The US Dollar's Reserve Status
19:19 • 2min
Microsoft Blocks Acquisition of Activision Blizzard
21:34 • 3min
Microsoft's Plan to Monopolize the Gaming Market
24:12 • 3min
The CMA and the FTC's Vettering Against Big Tech
26:54 • 2min
Google's Shutdown of Google Stadia
28:25 • 2min
Microsoft's Threat to the UK Market
30:10 • 2min
Microsoft's Decision to Block Xbox One Out of the UK
32:26 • 2min
The Benefits of Acquisitions in the Gaming Industry
34:49 • 3min
Spotify's Earnings Thoughts
37:29 • 2min
The Stock Still Trades on User Growth
39:24 • 2min
The Cost of Cloud Infrastructure
41:20 • 2min
The Stock Price Reaction to Spotify's Cloud Costs
43:27 • 3min
The Growth of Social Media Businesses
46:34 • 2min
The Negatives of Reality Labs
48:13 • 2min
Roku's Social Media Strategy
50:04 • 2min
Stratastrid's Pre-Covid Losses
51:43 • 5min
The Growth of MX Card Networks
56:47 • 2min
Chipotle's Earnings
58:47 • 3min