Podcast Episodes

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, 2 months 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, 2 months 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, 2 months 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, 3 months 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, 3 months ago

The Best Company in Big Tech?

Microsoft just got the market focused on business results again.

(00:21) Nick Sciple and Dylan Lewis discuss:

- Microsoft posting double digit gro…

1 year, 3 months ago

Is Starbucks Serving Up Promise or Peril?

Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet.

(00:21) Asit Sharma and Mary Long dis…

1 year, 3 months ago

A Steady Business During Uncertain Times

PayPal is not making noise, but standing firm on its earnings outlook.

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

- How trade disputes are impact…

1 year, 3 months ago

The Compounding Consumer Crunch

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.

(00:21) David Meier …

1 year, 3 months ago

The Rise of Prediction Markets

This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source o…

1 year, 3 months ago