"The clock is ticking."

Some companies have bright futures, while others simply run out of time.

(0:21) Tim Beyers discusses:
- Roku having more cyclicality than investors might expect
- Whether Peloton can produce lower inventories over the holidays
- Fastly's CEO declaring a commitment to growth

(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.

Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM

Host: Chris Hill
Guest: Tim Beyers, Ben Foldy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl