Powell’s No-Action Streak
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Show notes
Prospects for a rapid string of rate cuts may be fading. That’s actually good news.
(00:21) Bill Barker and Deidre Woollard discuss:
- How fewer interest rate cuts may impact businesses.
- Peloton’s path forward.
- Ways streaks are valuable to businesses.
(16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.
Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT
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Host: Deidre Woollard
Guests: Bill Barker, Matt Frankel, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Rick Engdahl
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