In an attempt to capitalize on heightened demand from investors as auto companies and cities prepare for a decarbonized transportation system, Arrival is combining with CIIG Merger Corp. in a deal valuing the London-based electric bus and van company at $5.4 billion. Arrival's President, Avinash Rugoobur, chats with Hope King about how the company …

Desktop Metal is bringing 3D metal printing innovation to a broad array of industries, including automotive, consumer products, industrial automation, medical devices, aerospace, and defense. The company's CEO and Co-Founder Ric Fulop joined Voices of Wall Street to discuss the massive opportunity in 3D printing, and why the pandemic accelerated th…

FuboTV sits at the intersection of three red-hot trends that investors are chomping at the bit to gain exposure to. Think Roku, YouTubeTV, and DraftKings all rolled up into one company. That’s the dream scenario for FuboTV CEO and Co-Founder David Gandler, who joined Voices of Wall Street for an interview to discuss the sports-first streaming servi…

Blade, a helicopter taxi service that initially became popular for its private flights bringing wealthy clients in and out of the Hamptons, is coming to public markets via a reverse merger with Experience Investment Corp, a SPAC backed by travel and leisure private equity firm KSL Capital. Eric Affeldt, CEO and Chairman of Experience Investment Cor…

Plug Power is the leading user of hydrogen fuel in the world and is leveraging the sustainable form of energy to power industrial electric vehicles such as forklifts for major retailers including Amazon and Walmart. The company’s CEO, Andy Marsh, joined Katherine Ross, Host of Voices of Wall Street, to discuss the role of hydrogen fuel in electric …

There’s a euphoric market for electric vehicles, and new companies with small track records and giant ambitions are testing the waters of the stock market to raise funds and capitalize on the excitement. One of the emerging EV companies on investors’ radars is Fisker, which is hoping to capture a significant share of the market with a business mode…

The glory days for the stay-at-home bundle of stocks may be coming to an end. With news that Pfizer’s early data shows its coronavirus vaccine is more than 90 percent effective, investors initially dumped popular trades such as Peloton, Roku, and Zoom. We spoke to Jason Helfstein, Research Analyst at Oppenheimer, about what to expect out of digital…

This episode's Voice of Wall Street is Bill McMahon, Chief Investment Officer of Active Equity Strategies at Charles Schwab Investment Management. Bill tells us how he values equities during a time when many say traditional valuation methods are dead, the significance of the current earnings season, why he’s bullish on semiconductors, and why wides…

Max Friedrich, Fintech Analyst at ARK Invest, about why he sees massive potential for the Cash App, how Square has been able to navigate the pandemic, and how bitcoin fits into the big picture. --- Send in a voice message: https://podcasters.spotify.com/pod/show/voices-of-wall-street/message

Coolness isn't a metric you see show up in valuation models, but there's no denying it matters for the top line of many consumer-driven industries such as Retail and Restaurants. We spoke with Piper Sandler Senior Research Analyst Erinn Murphy about Nike's dominance among the Gen-Z demographic and Crocs' sudden resurgence. We also spoke with Piper …

The financial system is bracing for the Presidential election and the policy changes that will follow. We spoke to Jaret Seiberg, financial services and housing policy analyst for Cowen Washington Research Group, about the markets’ muted reaction to President Trump’s COVID-19 diagnosis, key policy initiatives that could result from a Biden or Trump…

Physiological data monitoring is becoming attractive for tech and fitness companies wishing to appeal to athletes and health conscious consumers. Whoop offers a simple band that you wear on your wrist and that records data in three main categories: strain, recovery, and sleep. Whoop Founder and CTO John Capopdilupo joined to discuss the technology …

Barstool Sports passed its first test with ease as thousands of gamblers downloaded the company's new sports betting app on opening week. The critical question is whether the company can convert downloads into deposits and bets, according to Shaun Kelley, Senior Research Analyst for Gaming and Lodging at Bank of America. He joined this episode to t…

Hype is the backbone of social media. It's the content ingredient that catches the most eyeballs and creates value for advertisers spending money on platforms such as Facebook. The problem with the social media business model, however, is that hype sometimes feeds off of false, salacious, and anger-inducing material. That's according to Sinan Aral,…

Retail investors are having a moment right now. The stock trading app Robinhood gets a lot of attention, but Robinhood isn’t the only app trying to disrupt the traditional retail brokerages like Charles Schwab and Fidelity. Public.com is a social investing app that’s working to create a community around investing. its sort of like Twitter or StockT…

Rare earths, despite the name, are, well, not so rare. They're extremely relevant these days because they’re a critical component of electronics and electrification. That means they are really important to things like smartphones, electric vehicles, drones, and military applications. China has come to dominate the rare earths supply chain, and the …

The Voice of Wall Street you’ll hear in this episode is Howard Lindzon. Howard has a knack for spotting trends and successful companies before they pop up on other people’s radars. He’s the co-founder of the popular social investing community StockTwits, which caught on early to investors’ desire to turn to social media to share stock trading ideas…

Spotify is throwing a lot of money at technology and talent in an effort to secure its spot at the top of the audio food chain. Wall Street is loving the strategy and it's evident in the stock price. In this episode, we spoke to Wells Fargo Securities analyst Steven Cahall about the complicated economics of podcasting and how Spotify still has a lo…

Tesla is redefining what it means to be a car company. At the core of the bull-thesis is the idea that Tesla is more than an automaker. Gene Munster, Partner at Loup Ventures, a research and venture capital firm, tells us about the opportunity in energy storage and how Tesla’s innovation could make its way inside the home. Sam Korus, an analyst at …

Zoom's business is on fire. Revenue quadrupled in the latest quarter and the stock is up nearly 600% since the start of the year as the video conferencing company racks up new users in the "Remote Economy." But how long will this last? Will the Zoom party continue even after people start to go back to the office? We spoke to Scott Kessler, Global S…

Thematic ETFs are all the rage recently as investors search for diversified exposure to specific trends. In the second quarter, thematic ETFs grew 3x as fast as the ETF industry as a whole, according to Barron’s. Two popular trends are work-from-home and space. Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist,…

Corporate breakups and management shakeups can sometimes unlock new value for investors and some investment managers make it their priority to spot these opportunities before anyone else. Jim Osman, Founder and CEO of Edge Consulting Group, is one of those investors, and he joins this episode to talk about what it means to be a corporate breakup sp…

There’s no company out there that gets people as fired up as Tesla does. There are the true believers who say that Tesla and Elon Musk are just getting started and that the company is the future of transportation, energy, and more. Then there are the skeptics, who point out cracks in Tesla’s business and financials and say that it’s just a matter o…

Epic Games is taking on Apple and Google. The Fortnite maker is challenging the tech juggernauts' longstanding rule that says certain app developers must pay Apple and Google 30% of what they earn in in-app purchases. Epic made an attempt to bend the rules, resulting in the Fortnite app being pulled from Apple's and Google's app stores. We talked w…

There are a lot of unknowns with what will happen next regarding the college football season. What we do know is some media networks will take a big hit if games don’t make it to the television screens. Kendall Baker, Sports Editor at Axios, joined us to discuss the slim prospects of a fall college football season. He breaks down where each confere…

Yeezys, Air Jordans, and other trendy sneaker brands are making a strong case to be a part of investors' portfolios. The emergence of companies such as StockX is pushing up the value of sneakers in the resale market and major footwear players including Nike and Adidas are benefiting from the cultural buzz and increased shelf-life of their products.…

Jason Moser from The Motley Fool breaks down the rapid run higher by shares of Teledoc, a company connecting patients with doctors remotely. Teledoc has experienced a surge in visits recently, and is capitalizing on the momentum with an $18.5 billion acquisition of Livongo Health, which develops technology to help monitor and manage chronic conditi…

TikTok has been in the headlines for a potential acquisition by Microsoft. Microsoft confirmed interest in the entertainment app, but TikTok also has another admirer in Facebook, which just launched a TikTok copycat called Instagram Reels. Sara Fischer, Media Reporter at Axios, joined this episode to share her top takeaways about the new rivalry be…

Microsoft has emerged as the chief suitor for TikTok and could be willing to dish out billions of dollars to buy it. Nicholas Grous, Digital Media Analyst at ARK Invest, talked to us about how TikTok could make Microsoft Facebook's biggest threat, why the best thing Microsoft can do to optimize the acquisition would be to leave TikTok alone, and wh…

Lawmakers are going after the "emperors of the online economy" in an ongoing antitrust battle that seeks to establish whether tech's Big 4 is unfairly stifling competition. The CEOs of Apple, Amazon, Alphabet, and Facebook were peppered with questions on Capitol Hill Wednesday, with politicians accusing the companies of engaging in anti-competitive…

The video game industry is experiencing a surge in engagement and in-game spending since the pandemic, pushing shares of companies such as Activision-Blizzard, Electronic Arts, and Take-Two Interactive near all-time highs. While gaming has proven to be an ultimate stay-at-home business, the movie industry has taken a significant hit. Michael Pachte…

Peloton has its sights set on becoming the King of Connected Fitness. The pandemic has accelerated the adoption of the company's popular stationary bike that streams classes, but the question is whether enthusiasm for the product and the stock will continue once the economy fully reopens. Jason Helfstein, Head of Internet Research at Oppenheimer & …

There is a massive disconnect between stocks and the economy. The S&P 500 and Nasdaq have been resilient even with millions of Americans unemployed, earnings at their lowest levels in years, and no end in sight for the virus. We spoke to Dion Rabouin, Markets Editor at Axios, about why markets have rallied, the dangerous unintended consequences of …

Amazon’s stock has been on a tear since the beginning of the pandemic. We spoke with Tom Forte, Equity Research Analyst at D.A. Davidson, about top catalysts and risks for the stock, Amazon’s ambitions in autonomous tech, and its strategy for media assets including Prime Video and Twitch. We also spoke with John Ourand, Media Reporter at Sports Bus…

The acceleration of enthusiasm for Tesla has launched shares of the electric vehicle maker into the stratosphere. While Elon Musk and Co. have given investors plenty of reason to be optimistic, the herd-like rush into the stock is putting a big question mark on Tesla's massive valuation. Even though Tesla bulls acknowledge the lofty price of the st…

Amid the pandemic, a lingering question remains: when will we see a full-scale return of professional sports? With pretty much every major American sports league on pause, billions of dollars are at stake in sponsorships, ticket sales, media rights, and more. Will Hershey, CEO and Co-Founder of Roundhill Investments, joined to discuss the strategy …

Retail is smack in the middle of COVID-19's crosshairs. The pandemic has forced the weakest retailers to file for bankruptcy, and the most powerful ones to grapple with a spike in costs to meet demand and accelerate investment into direct-to-consumer. Jharonne Martis, Director of Consumer at Refinitiv, joined Voices of Wall Street to discuss the to…