Podcast Episodes
Back to SearchIs The Oil Crisis Over? Or Is It Just Beginning?
Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We …
4 weeks, 2 days ago
Picking the Winners of the Honeywell Breakup
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell A…
1 month ago
Rocket Lab Shakes Up Satellite Communications
Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This …
1 month ago
The AI Headlines You Should Be Most Suspicious Of
The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are of…
1 month ago
401(k) Champions and Soaring Value Stocks
Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and …
1 month ago
The New Villian in Tech
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its …
1 month ago
Nuclear Energy Gets a Big Government Boost (Again)
If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Departmen…
1 month ago
Micron Day Is Here!
Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand…
1 month, 1 week ago
Big Pharma Has a Case of Merger Mania
It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger & acquisition spree that could break records. With more t…
1 month, 1 week ago
Toy Story 5 Reaches For the Sky
The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jo…
1 month, 1 week ago