Podcast Episodes

Is ESPN Undisruptable?

The future is growing brighter, and more efficient, for the entertainment giant.

(00:13) Jason Moser and Ricky Mulvey discuss:

- Highlights from Disney…

1 year, 1 month ago

1 Restaurant = $51 Million

Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?

(00:13) Tim Beyers and Mary Long discuss:

- The difficulti…

1 year, 2 months ago

Shopify’s Comeback Story

The e-commerce giant is proving that growth can forgive past valuation sins.

(00:26) Jim Gillies and Ricky Mulvey discuss:

- Why investors are cheering…

1 year, 2 months ago

The Antidote to Euphoria? Normal.

When companies or crypto go parabolic, force yourself to think: what does normal look like?  

(00:13) Tim Beyers and Dylan Lewis discuss:

- Bitcoin blo…

1 year, 2 months ago

“Pretty soon we’ll all be trillionaires, or whatever.”

While the storylines in crypto have gone quieter, coin prices have not.

Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Stagge…

1 year, 2 months ago

What’s Exciting About Superintelligence?

Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?

OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, rel…

1 year, 2 months ago

The Election, The Fed, and What’s Next

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We bre…

1 year, 2 months ago

Two Growth Stocks Hit a Snag

Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.

(00:21) Bill Mann and Ricky Mulvey discuss:

- Earnings from…

1 year, 2 months ago

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everythin…

1 year, 2 months ago

Smart Money ≠ High Returns

A red hot software company is continuing to impress investors.

(00:21) Ricky Mulvey and David Meier offer up some counter programming for election nig…

1 year, 2 months ago