Podcast Episodes

DeepSeek and AI’s Efficiency Era

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

(00:14) Tim Be…

11 months, 2 weeks ago

How Nvidia Changed the World

There’s more to the legendary chipmaker than its tech stack.

Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia…

11 months, 2 weeks ago

S&P 500: New Highs, Same Valuation Questions

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to…

11 months, 2 weeks ago

AI Gets Star Power

...as if it didn’t have enough already!

(00:14) Asit Sharma and Mary Long discuss:

- The new venture to build out American AI infrastructure.

- How 20 d…

11 months, 2 weeks ago

Party On Netflix!

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the…

11 months, 3 weeks ago

Focus on (Tangible) Value

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so m…

11 months, 3 weeks ago

The Future of AI and The Nature of Consciousness

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex p…

11 months, 3 weeks ago

TikTok on the Clock

170 million TikTok users in the U.S. might be up for sale. What are they worth?

(00:42) Matt Argersinger and Bill Mann discuss:

- The looming TikTok …

11 months, 3 weeks ago

Big Bank Energy

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank ea…

11 months, 3 weeks ago

Investors Check the Label on Retail

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(0…

11 months, 4 weeks ago