Podcast Episodes
Back to SearchA Steady Business During Uncertain Times
PayPal is not making noise, but standing firm on its earnings outlook.
(00:21) Jason Moser and Ricky Mulvey discuss:
- How trade disputes are impact…
10 months, 2 weeks ago
The Compounding Consumer Crunch
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.
(00:21) David Meier …
10 months, 2 weeks ago
The Rise of Prediction Markets
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source o…
10 months, 3 weeks ago
Google Banks Ads, Chipotle Eyes Mexico
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.
(00:21) Jason Mo…
10 months, 3 weeks ago
Why is Berkshire Hathaway Hoarding Cash?
Warren Buffett’s conglomerate has more cash on the books than any company in history.
(00:21) Matt Argersinger and Ricky Mulvey discuss:
- What home sa…
10 months, 3 weeks ago
Tesla’s “Moment of Truth”
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.
(00:21) Sanmeet Deo and Mary Long discuss:
- Poor res…
10 months, 3 weeks ago
Google Faces a Potential Breakup
The Department of Justice is asking Alphabet to sell Chrome.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why Apple could lose an “easy $20 billion”…
10 months, 3 weeks ago
The Market and Fed Chair Powell
Fed independence brings stability, and markets love stability.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The Trump Administration’s focus on Fed…
10 months, 3 weeks ago
Inside Nvidia’s “Thinking Machine”
“AI wouldn’t exist without Nvidia, at least not in its current form.”
So argues Stephen Witt, a journalist and author of the book “The Thinking Machi…
11 months ago
Management Weighs in on the Macro
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariff…
11 months ago