The Drill Down

The Drill Down

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The Drill Down episodes

  • Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences

    How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    41 min
  • Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation

    Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    43 min
  • Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services

    How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    49 min
  • Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.

    ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    46 min
  • Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).

    An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    48 min
  • Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings

    How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    42 min
  • Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.

    The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much  faith in higher oil costs. Shopify (SHOP) struggles to adjust to a post-pandemic e-commerce landscape… and also wants to know where to find good engineers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    42 min
  • Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill

    SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    43 min
  • Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips

    Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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    35 min
  • Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla

    Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.



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    36 min

About The Drill Down

From the publisher's feed

The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews…

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