Podcast Episodes
Back to SearchCapital Market Earnings Crashout
Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, L…
1 week, 3 days ago
Chinese AI Just Made History
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt,…
1 week, 4 days ago
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning
Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation plat…
1 week, 5 days ago
The Truth About Spending in Retirement and Why It’s Good News
Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what …
1 week, 6 days ago
Tech Hits a Wall & Netflix Plunges
Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the marke…
2 weeks ago
Uber’s New Acquisition and GE Aerospace’s Search for Parts
Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxi…
2 weeks, 1 day ago
Does PayPal Have a Buyer?
Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We d…
2 weeks, 2 days ago
Big Banks Cash In, IBM Crashes Out
BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnin…
2 weeks, 3 days ago
2 Hidden Businesses to Watch as AI Keeps Heating Up
Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an ac…
2 weeks, 4 days ago
Why Most AI Projects Will Fail — And How to Find the Companies That Won't
ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. Wi…
2 weeks, 5 days ago