After Earnings Podcast Por Morning Brew arte de portada

After Earnings

After Earnings

De: Morning Brew
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us. Economía Finanzas Personales Política y Gobierno
Episodios
  • Dynex Capital Co-CEO Smriti Popenoe on Mortgage REITs, the Fed and Risk Management in Housing Finance

    Dynex Capital Co-CEO Smriti Popenoe on Mortgage REITs, the Fed and Risk Management in Housing Finance
    Feb 9 2026
    Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate. 00:00 Dynex Capital Co-CEO Smriti Popenoe Joins 01:03 What Dynex Capital Does and How a Mortgage REIT Works 02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac 03:44 Government Guarantees, Credit Risk and Mortgage Securities 04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts 06:21 Due Diligence and Mortgage Selection at Dynex 06:41 Specified Pools and Managing Prepayment Risk 08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity 10:49 Leverage Strategy and Risk Management at Dynex 13:55 Competition in the Agency Mortgage REIT Market 15:53 Dynex’s Growth Strategy and Focus on Housing Finance 19:29 Institutional Ownership of Housing and Proposed Regulations 22:01 Portfolio Duration and Weighted Average Life of Mortgages 23:19 Why Dynex Uses a Co-CEO Structure 26:45 Decision-Making, Accountability, and Leadership Structure After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DX Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 m
  • Gen CEO Vincent Pilette on Norton, Security and Financial Wellness

    Gen CEO Vincent Pilette on Norton, Security and Financial Wellness
    Jan 12 2026
    Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen’s four business pillars and operating segments02:26 – Norton’s role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$GEN Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
  • CLEAR's CEO Karen Seidman Becker on Frictionless Travel, Biometrics & International Expansion

    CLEAR's CEO Karen Seidman Becker on Frictionless Travel, Biometrics & International Expansion
    Dec 15 2025
    Ann Berry is joined in-studio by CLEAR's CEO Karen Seidman Becker. They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Karen shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Karen Seidman Becker Joins 00:53 — What’s Powering Clear’s Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear’s Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $YOU Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
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