Podcast Episodes

ONON Fire

A consumer goods company hit 40% yearly revenue growth. In this environment?

(00:21) David Meier and Ricky Mulvey discuss:

- Why pharma investors ar…

1 year ago

U.S. & China Strike a Trade Deal?

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners.

(00:21) Ja…

1 year ago

How Governments Shape Markets

Even in free markets, governments still make plays.

Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed …

1 year ago

Wait and See on Rates and Tariffs

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming …

1 year ago

S&P 500 Shakes Liberation Day Loss

For now at least.

(00:21) Jason Moser and Ricky Mulvey discuss:

- The economic outlook from the Federal Reserve and the new US trade deal with the U…

1 year ago

Uber Hits Gas on Autonomous Vehicles

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine?

(00:14) David Meier and Mary Long discuss earnings fro…

1 year ago

Palantir’s Valuation Question

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story.

(00:21) Sanmeet Deo and Ricky Mulvey…

1 year ago

Warren Buffett Passes the Torch

After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement.

(00:21) Jim Gillies and Dylan Lewis discuss:

- War…

1 year ago

Friendshore First, Trade War Second

Economic interdependence is unraveling. What comes next?

Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare.…

1 year ago

Taking the Market's Weight

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.

Jason Moser and Asit Sharma join R…

1 year ago