Podcast Episodes
Back to SearchThe Future of Google Search
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The …
9 months, 2 weeks ago
Chewy Fetches Growth
A discount retailer sheds some branches; a pet supply store picks up a few extra treats.
(00:21) Tim Beyers and Mary Long discuss the difference in do…
9 months, 2 weeks ago
Looking Back on Berkshire’s Outperformance
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and t…
9 months, 2 weeks ago
How To Tune Out Market Noise
Tariffs and tech bubbles and uncertainty, oh my!
(00:21) Asit Sharma and Mary Long discuss:
- Companies that could be celebrating on April 2.
- What’s t…
9 months, 2 weeks ago
“Uncertainty is Winning”
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according t…
9 months, 3 weeks ago
Market Movers: Jerome Powell and Jensen Huang
Two of the most influential voices in the market had something to say this week.
(00:21) Asit Sharma and Jason Moser discuss:
- Fed Chair Powell’s rat…
9 months, 3 weeks ago
The Fed Keeps It Steady
Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.
(00:21) Ricky Mulvey and Nick Sciple dis…
9 months, 3 weeks ago
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl…
9 months, 3 weeks ago
Alphabet’s $32 Billion Cybersecurity Play
If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.
(00:14) Jason Moser and Ricky Mulvey d…
9 months, 3 weeks ago
Pepsi, Poppi, and the Creosote Bush
To stay on top, the consumer giants need a player in every potential market.
(00:21) David Meier and Dylan Lewis discuss:
- February retail numbers sho…
9 months, 3 weeks ago