Voices of Wall Street

In an attempt to capitalize on heightened demand from investors as auto companies and cities prepare for a decarbonized transportation system, Arrival is combining with CIIG Merger Corp. in a deal valuing the London-based electric bus and van company at $5.4 billion. Arrival's President, Avinash Rugoobur, chats with Hope King about how the company plans to invest the proceeds from the deal, why microfactories are the key to efficiently ramping up production of electric vans and buses, competition with Rivian, and Tesla's move into bitcoin.

(First published Feb. 8, 2021)

Desktop Metal is bringing 3D metal printing innovation to a broad array of industries, including automotive, consumer products, industrial automation, medical devices, aerospace, and defense. The company's CEO and Co-Founder Ric Fulop joined Voices of Wall Street to discuss the massive opportunity in 3D printing, and why the pandemic accelerated their plans to go public by two years. Hosted by Dion Rabouin.

FuboTV sits at the intersection of three red-hot trends that investors are chomping at the bit to gain exposure to. Think Roku, YouTubeTV, and DraftKings all rolled up into one company. That’s the dream scenario for FuboTV CEO and Co-Founder David Gandler, who joined Voices of Wall Street for an interview to discuss the sports-first streaming service’s massive opportunity to capitalize on cord-cutters abandoning cable TV, advertisers shifting their budgets to connected TVs, and legalized sports betting gaining traction across the U.S.. Gandler also tells Host Dion Rabouin that exclusive rights to live sporting events is something that FuboTV should be exploring, and that nothing is off the table.

Blade, a helicopter taxi service that initially became popular for its private flights bringing wealthy clients in and out of the Hamptons, is coming to public markets via a reverse merger with Experience Investment Corp, a SPAC backed by travel and leisure private equity firm KSL Capital. Eric Affeldt, CEO and Chairman of Experience Investment Corp. joined to talk about why his SPAC chose Blade, the market opportunity for innovation in urban mobility, why Blade is better positioned than Uber to execute the helicopter taxi business, and the electrification of air travel. Interview hosted by Hope King.

Plug Power is the leading user of hydrogen fuel in the world and is leveraging the sustainable form of energy to power industrial electric vehicles such as forklifts for major retailers including Amazon and Walmart. The company’s CEO, Andy Marsh, joined Katherine Ross, Host of Voices of Wall Street, to discuss the role of hydrogen fuel in electric vehicles, expansion into on-road vehicles and air travel, hydrogen vs. electric batteries, and similarities between Plug Power’s business model with SpaceX and Tesla.

There’s a euphoric market for electric vehicles, and new companies with small track records and giant ambitions are testing the waters of the stock market to raise funds and capitalize on the excitement. One of the emerging EV companies on investors’ radars is Fisker, which is hoping to capture a significant share of the market with a business model far different from Tesla’s. Dion Rabouin spoke with Henrik Fisker, Founder and CEO of Fisker about how the company plans ramp up production at a faster rate than Tesla did, why it’s low pricing puts its Fisker Ocean SUV in a league of its own, and how a Biden presidency impacts the electrification of the automobile industry.

The glory days for the stay-at-home bundle of stocks may be coming to an end. With news that Pfizer’s early data shows its coronavirus vaccine is more than 90 percent effective, investors initially dumped popular trades such as Peloton, Roku, and Zoom. We spoke to Jason Helfstein, Research Analyst at Oppenheimer, about what to expect out of digital fitness and streaming in a post-vaccine environment.

This episode's Voice of Wall Street is Bill McMahon, Chief Investment Officer of Active Equity Strategies at Charles Schwab Investment Management. Bill tells us how he values equities during a time when many say traditional valuation methods are dead, the significance of the current earnings season, why he’s bullish on semiconductors, and why widespread adoption of an eventual COVID-19 vaccine could take longer than many investors are expecting.

Max Friedrich, Fintech Analyst at ARK Invest, about why he sees massive potential for the Cash App, how Square has been able to navigate the pandemic, and how bitcoin fits into the big picture.

Coolness isn't a metric you see show up in valuation models, but there's no denying it matters for the top line of many consumer-driven industries such as Retail and Restaurants. We spoke with Piper Sandler Senior Research Analyst Erinn Murphy about Nike's dominance among the Gen-Z demographic and Crocs' sudden resurgence. We also spoke with Piper Sandler's Head of Consumer Equity Research Nicole Miller Regan about the restaurant industry's K-shaped recovery, Dunkin' vs. Starbucks, and her top stock pick.