Deep Dive into Peloton's Stock, and Why a Vaccine Might Not Fix a Sick Economy
Manage episode 312940651 series 3253361
Peloton has its sights set on becoming the King of Connected Fitness. The pandemic has accelerated the adoption of the company's popular stationary bike that streams classes, but the question is whether enthusiasm for the product and the stock will continue once the economy fully reopens. Jason Helfstein, Head of Internet Research at Oppenheimer & Co., joined to discuss why the key issue to keep tabs on is Peloton's ability to keep up with demand, and how the stock is positioned to maintain momentum once beyond the pandemic. We also spoke with Jim Bianco, President of Bianco Research, about some of the most pressing macroeconomic issues and why a vaccine may not be what fixes the economy.
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