Podcast Episodes
Back to Search“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…
11 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…
11 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…
11 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…
1 year 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…
1 year 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…
1 year ago
Intro to Micro Caps
How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a fe…
1 year ago
The Uncertainty-Fueled Market Correction
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.
(00:21) Jason Moser and…
1 year ago
Welcome Back to Correction Territory
Volatility is the price of admission for long-term investing.
(00:21) Anthony Schiavone and Ricky Mulvey discuss:
- Investing mindset for market correc…
1 year ago
Fear, Greed, and Quiet Exuberance
Wall Street is fearful. Should you be greedy?
(00:21) David Meier and Mary Long discuss:
- What’s changed and stayed the same since March 2020.
- If coo…
1 year ago