Podcast Episodes
Back to SearchWhen Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related s…
2 hours ago
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this…
1 day, 2 hours ago
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give inve…
2 days, 2 hours ago
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s …
3 days, 2 hours ago
The Hottest IPO of 2026 Will Shock You
Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO a…
4 days, 2 hours ago
Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines
The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always th…
5 days, 7 hours ago
The Father of the 4% Rule Says Retirees Can Take Out Much More
William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much…
6 days, 7 hours ago
What Alphabet’s Stock Drop Tells Us About the Market Today
Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means…
1 week ago
Mag 7 Starts Burning Cash (for Real)
Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were differe…
1 week, 1 day ago
Alphabet’s New Model & Novo’s Lawsuit
A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the compan…
1 week, 2 days ago