Podcast Episodes
Back to SearchWhat Drives Nvidia’s Growth?
The tech giant is a data center business.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue …
1 year ago
“The Apple of Public Safety”
Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.
(00:21) Jason Moser and Mary Long discuss:
- …
1 year ago
Celsius Pays for Growth
Some of the most speculative names in the market are seeing steep declines. What did you expect?
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The re…
1 year ago
Warren Buffett’s State of the Market
Berkshire’s cash hoard is approaching “Dr. Evil” levels.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Warren Buffett’s message to investors and Berk…
1 year ago
Malcolm Gladwell, Social Engineering and The Magic Third
If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.
Malcolm Gladwell’s latest book is Revenge o…
1 year ago
Walmart, Etsy Face Tighter Wallets
The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.
(00:21) Asit Sharma and Jaso…
1 year ago
What’s Cooking at Toast
… and why the stock is “nowhere near fully valued.”
(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and …
1 year ago
The Infrastructure Behind the AI Revolution
If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.
(00:21) David Meier…
1 year, 1 month ago
Apple's Next iPhone and Robotics Future
Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?
(0…
1 year, 1 month ago
The Business of Broadway
There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.
Jill Furman is a theatrical …
1 year, 1 month ago