Podcast Episodes

Looking Back on Berkshire’s Outperformance

Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and t…

1 year, 2 months ago

How To Tune Out Market Noise

Tariffs and tech bubbles and uncertainty, oh my!

(00:21) Asit Sharma and Mary Long discuss:

- Companies that could be celebrating on April 2.

- What’s t…

1 year, 2 months ago

“Uncertainty is Winning”

What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according t…

1 year, 2 months ago

Market Movers: Jerome Powell and Jensen Huang

Two of the most influential voices in the market had something to say this week.

(00:21) Asit Sharma and Jason Moser discuss:

- Fed Chair Powell’s rat…

1 year, 2 months ago

The Fed Keeps It Steady

Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.

(00:21) Ricky Mulvey and Nick Sciple dis…

1 year, 2 months ago

Nvidia’s New Chips, with a Side of Valuation

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?

(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl…

1 year, 2 months ago

Alphabet’s $32 Billion Cybersecurity Play

If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.

(00:14) Jason Moser and Ricky Mulvey d…

1 year, 2 months ago

Pepsi, Poppi, and the Creosote Bush

To stay on top, the consumer giants need a player in every potential market.

(00:21) David Meier and Dylan Lewis discuss:

- February retail numbers sho…

1 year, 2 months ago

Intro to Micro Caps

How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a fe…

1 year, 2 months ago

The Uncertainty-Fueled Market Correction

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.

(00:21) Jason Moser and…

1 year, 2 months ago