Podcast Episodes

Party On Netflix!

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the…

1 year, 1 month ago

Focus on (Tangible) Value

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so m…

1 year, 1 month ago

The Future of AI and The Nature of Consciousness

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex p…

1 year, 2 months ago

TikTok on the Clock

170 million TikTok users in the U.S. might be up for sale. What are they worth?

(00:42) Matt Argersinger and Bill Mann discuss:

- The looming TikTok …

1 year, 2 months ago

Big Bank Energy

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank ea…

1 year, 2 months ago

Investors Check the Label on Retail

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(0…

1 year, 2 months ago

Steel Bids, TikTok Battles

Fights are unfolding for companies in two very different industries: Steel and social media.

(00:21) Jason Moser and Mary Long discuss:

- Why so many c…

1 year, 2 months ago

Cloudy With a Chance of Burgers

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?

(00:14) David Meier and Dylan Lewis discus…

1 year, 2 months ago

David Gardner, The Case for Rational Optimism

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.

David Gardner is a co-founder a…

1 year, 2 months ago

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiq…

1 year, 2 months ago