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Jason Hall

Investment analyst discussing companies that thrive during periods of higher inflation.

Top 5 podcasts with Jason Hall

Ranked by the Snipd community
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Oct 9, 2024 • 29min

Starbucks > Pepsi > Coke

In this engaging discussion, Jason Hall, an investment analyst at The Motley Fool, navigates the shifting sands of consumer goods, exploring PepsiCo's recent struggles and comparing its performance to Coke and Starbucks. Adam Comora and Jonathan Maurer, co-CEOs of OPAL Fuels, highlight the surge in renewable natural gas for trucking, showcasing how organic waste can power heavy-duty vehicles. They delve into the energy shift within the transportation sector, emphasizing sustainability's role in the industry's future.
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Aug 14, 2024 • 29min

What Happens if Alphabet Breaks Up?

Tim Beyers, a technology and consumer goods expert, teams up with Jason Hall, a specialist in renewable energy and tech, to tackle the potential breakup of Google. They dissect a recent anti-competitive ruling and its implications for consumers and advertisers. The conversation also extends to snack food dynamics, highlighting Mars' surprising acquisition of Kelanova amid changing market trends. Finally, they navigate the challenges in the solar market, focusing on key players Enphase and SolarEdge, revealing future opportunities and obstacles for investors.
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Jul 30, 2024 • 30min

The Madden Curse for Investors

In the latest discussion, Jason Hall, an investment analyst at The Motley Fool, teams up with Brian Feroldi, an expert in company life cycles. They dive into PayPal's recent earnings, exploring its growth strategies and promising segments like Venmo. The conversation takes a turn towards the unique challenges high-profile investors face, likening them to the 'Madden Curse.' They also analyze CrowdStrike's legal hurdles and its implications for investors. Finally, they use a frog metaphor to illustrate the life cycle of businesses, highlighting the importance of management decisions at each stage.
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May 2, 2024 • 28min

Peloton Needs A Wizard

Join Jason Hall, a Motley Fool contributor specializing in oil and gas, and Tom Chivers, author of "Everything is Predictable," as they dive into the dramatic CEO shakeup at Peloton and the company's uphill battle for recovery. They discuss Exxon's strategic $60 billion acquisition of Pioneer and how it positions them in the lucrative Permian Basin. Tom sheds light on Bayesian statistics, illustrating its pivotal role in decision-making and investment strategies, emphasizing the necessity of adjusting forecasts with new data.
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Mar 14, 2024 • 32min

Under Armour CEO Walks The Plank

In a compelling discussion, Jason Hall, a Motley Fool contributor, analyzes Kevin Plank's return to CEO at Under Armour and what it means for the brand's future. He also examines the resilience of Dick’s Sporting Goods in today’s retail landscape. Meanwhile, Gal Krubiner, CEO of fintech company Pagaya, shares insights on how AI is revolutionizing loan approvals, highlighting its potential to improve credit access for underserved borrowers. They explore the challenges in the homebuilding market, framed by fluctuating interest rates and inventory pressures.