Podcast Episodes

Business Plans and Science Projects

Do you have a real relationship or just a non-binding letter of intent?

(00:21) Nick Sciple and Mary Long discuss:

- The S&P’s turnaround and inflat…

7 months, 4 weeks ago

ONON Fire

A consumer goods company hit 40% yearly revenue growth. In this environment?

(00:21) David Meier and Ricky Mulvey discuss:

- Why pharma investors ar…

7 months, 4 weeks ago

U.S. & China Strike a Trade Deal?

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners.

(00:21) Ja…

7 months, 4 weeks ago

How Governments Shape Markets

Even in free markets, governments still make plays.

Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed …

8 months ago

Wait and See on Rates and Tariffs

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming …

8 months ago

S&P 500 Shakes Liberation Day Loss

For now at least.

(00:21) Jason Moser and Ricky Mulvey discuss:

- The economic outlook from the Federal Reserve and the new US trade deal with the U…

8 months ago

Uber Hits Gas on Autonomous Vehicles

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine?

(00:14) David Meier and Mary Long discuss earnings fro…

8 months ago

Palantir’s Valuation Question

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story.

(00:21) Sanmeet Deo and Ricky Mulvey…

8 months ago

Warren Buffett Passes the Torch

After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement.

(00:21) Jim Gillies and Dylan Lewis discuss:

- War…

8 months ago

Friendshore First, Trade War Second

Economic interdependence is unraveling. What comes next?

Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare.…

8 months, 1 week ago