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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

41:54

Ep. 144: Absolute Software CEO Christy Wyatt (ABST),...

The Drill Down ·

2022/02/16

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

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42:49

Ep. 143: SailPoint CEO Mark McClain (SAIL), New...

The Drill Down ·

2022/02/09

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

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34:38

Ep. 142: Latch CEO Luke Schoenfelder, Alphabet,...

The Drill Down ·

2022/02/03

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. Learn more about your ad

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35:02

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

The Drill Down ·

2022/01/28

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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42:39

Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J...

The Drill Down ·

2022/01/19

Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the business

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30:28

Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren,...

The Drill Down ·

2022/01/13

Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johnson

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37:52

Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy,...

The Drill Down ·

2022/01/06

How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). 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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38:22

Ep.137: Agilent CEO Mike McMullen, Destination XL...

The Drill Down ·

2021/12/31

Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn

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37:13

Ep. 136: Hain Celestial CEO Mark Schiller, Lennar,...

The Drill Down ·

2021/12/23

Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. 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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38:17

Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation...

The Drill Down ·

2021/12/16

IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. The Drill Down with Cory Johnson offers a regular look at the business stories behind

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42:19

Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey,...

The Drill Down ·

2021/12/08

Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. 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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32:26

Ep. 133: BigCommerce CEO Brent Bellm, Alibaba,...

The Drill Down ·

2021/12/01

Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad

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42:23

Ep. 132: Planet Labs CEO Will Marshall, Peloton...

The Drill Down ·

2021/11/25

Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. 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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37:48

Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX...

The Drill Down ·

2021/11/18

How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). 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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27:07

Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com,...

The Drill Down ·

2021/11/10

Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. 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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31:36

Ep. 129: Engine Media CEO Lou Schwartz and Executive...

The Drill Down ·

2021/11/03

Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. 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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41:30

Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk,...

The Drill Down ·

2021/10/29

What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. 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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37:57

Ep. 127: MannKind CEO Michael Castagna, Ultra Clean...

The Drill Down ·

2021/10/29

How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. 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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33:41

Ep. 126: Arcturus Therapeutics CEO Joseph Payne,...

The Drill Down ·

2021/10/27

Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? 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

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35:53

Ep. 125: HIVE Blockchain Technologies CEO Frank...

The Drill Down ·

2021/10/26

HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the

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704 results

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