Cyclical Stocks Cycle
Feb 13, 2025•28 min
Episode description
Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.
(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:
- The expectations, and real business performance of The Trade Desk.
- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.
- How restaurants are responding to egg shortages.
Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.
Companies discussed: TTD, HOOD, CRBL, CELH, PEP
Host: Ricky Mulvey
Guests: Alicia Alfiere, Sanmeet Deo
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
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