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PODCAST

The Drill Down

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 with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.

business investing

All Episodes

38:27

Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian,...

The Drill Down ·

2023/07/06

Mortgage services provider Mr. Cooper Group CEO Jay Bray (COOP) gives us his assessment of the health of the U.S. economy and tells us how his company is pushing the industry to evolve. Electric vehicle maker Rivian (RIVN) gets more of a lifeline from Amazon while wooing drivers with possible new offerings. Wolfspeed (WOLF) aims to prove short-sellers wrong with a new approach to semiconductors. Greenbrier Companies (GBX) capitalizes on demand for railroad cars. The Drill Down with Cory Johnson

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35:13

Ep. 212: Compass Diversified CEO Elias Sabo,...

The Drill Down ·

2023/06/29

Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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36:57

Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar

The Drill Down ·

2023/06/21

How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices

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33:47

Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech...

The Drill Down ·

2023/06/14

Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative artificial intelligence to expand its cloud business. The Drill Down with Cory Johnson offers a regular

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37:02

Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext,...

The Drill Down ·

2023/06/07

Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry. How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really going on in the computer networking industry. The Drill Down with Cory Johnson offers a regular look at

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34:19

Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian...

The Drill Down ·

2023/06/01

Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

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37:57

Ep. 207: Take-Two Interactive CEO Strauss Zelnick,...

The Drill Down ·

2023/05/24

Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payments. Behind the sales renaissance happening at Abercrombie & Fitch Co (ANF)... and how the company plans

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38:41

Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox...

The Drill Down ·

2023/05/17

Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

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46:45

Ep. 205: VICI Properties CEO Edward Pitoniak,...

The Drill Down ·

2023/05/10

VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier ProFrac (ACDC). The Drill Down with Cory Johnson offers a regular look at the business stories behind

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30:38

Ep. 204: Ranger Energy Services CEO Stuart Bodden,...

The Drill Down ·

2023/05/03

Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices

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39:09

Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed...

The Drill Down ·

2023/04/26

How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management. What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about

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39:31

Ep. 202: Bioceres Crop Solutions CEO Federico Trucco,...

The Drill Down ·

2023/04/20

Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C) disagrees with JPMorgan and predicts that its inflow of deposits from the banking crisis will be

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39:07

Ep. 201: Embecta CEO Dev Kurdikar, Diamondback...

The Drill Down ·

2023/04/13

Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a little help from manga comic books and the Demon Slayer franchise. The Drill Down with Cory Johnson

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36:33

Ep. 200: Shutterstock CEO Paul Hennessy, Dave and...

The Drill Down ·

2023/04/06

How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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34:36

Ep. 199: Worthington Industries CEO Andy Rose,...

The Drill Down ·

2023/03/29

Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

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33:14

Ep. 198: Waters Corporation CEO Dr. Udit Batra,...

The Drill Down ·

2023/03/23

A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB collapse. How interest rates and the banking crisis are impacting Winnebago (WGO) and its customers. Online

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35:00

Ep. 197: Eagle Point CEO Thomas Majewski,...

The Drill Down ·

2023/03/16

Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more

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36:13

Ep. 196: SPECIAL: Washington Federal CEO Brent...

The Drill Down ·

2023/03/10

SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem? And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of pharma startup Medly. Lender Portman Ridge Finance (PTMN) on the shock waves going through the technology

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49:14

Ep. 195: Yext CEO Michael Walrath, Squarespace,...

The Drill Down ·

2023/03/09

Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad

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37:43

Ep. 194: Logitech International CEO Bracken Darrell,...

The Drill Down ·

2023/03/01

Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). The Drill Down with Cory Johnson

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673 results

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