Podcast Episode Details

Trade Desk Tumbles, Rocket Stocks, and Volatility Wins

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(00:32) Headlines

• Opportunity and volatility 
• AMD, Nvidia, and sharing 
• AI and SaaS

(07:57) Newest Recommendations

• A high-flying space stock 
• A fast-driving automaker 

(20:17) What We Think Now

• The Trade Desk
• On Holding
• Lemonade
• Vertex Pharmaceuticals 

(38:06) What We’re Watching

• Market valuations and inflation
• Evolution of live entertainment

(41:10) Preview of Coming Attractions

• SA Team RB recommendation
• Monthly rankings
• Bonus episode 

Host: Brian Stoffel

Guests: Emily Flippen, Asit Sharma 

Producer: Mac Greer

Engineer: Austin Morgan

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Published on 2 weeks, 1 day ago