(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program
(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy.
Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS
Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
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