Podcast Episodes

You Can’t Tariff Love

The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess.

(00:21) Nick S…

11 months, 2 weeks ago

Tariffs Loom, Tesla Underdelivers

“Liberation Day” has arrived.

(00:21) David Meier and Mary Long discuss:

- When we’ll know if the longer-term tariff plan is working.

- How different co…

11 months, 2 weeks ago

Are Investors Leaving U.S. Stocks?

The market is waiting for more clarity on tariffs. Fund managers are already making moves.

(0:21) Bill Barker and Ricky Mulvey discuss:

- How the marke…

11 months, 2 weeks ago

Apple Bites Into Healthcare

The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing.

(00:21) Jason Moser and Mary Long discuss xAI’s…

11 months, 2 weeks ago

Right Trend, Wrong Stock

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any …

11 months, 2 weeks ago

Volatility, Divestitures, and IPOs

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.

Also, Asit and Matt have th…

11 months, 2 weeks ago

The 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 …

11 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…

11 months, 3 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…

11 months, 3 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…

11 months, 3 weeks ago