Show notes
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.(00:21) Bill Mann and Jason Moser discuss:- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSYHost: Dylan LewisGuests: Tim Beyers, Mary Long, Ryan HendersonEngineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices