Podcast Episodes

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

Google Banks Ads, Chipotle Eyes Mexico

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.

(00:21) Jason Mo…

1 year, 3 months ago

Why is Berkshire Hathaway Hoarding Cash?

Warren Buffett’s conglomerate has more cash on the books than any company in history.

(00:21) Matt Argersinger and Ricky Mulvey discuss:

- What home sa…

1 year, 3 months ago

Tesla’s “Moment of Truth”

Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.

(00:21) Sanmeet Deo and Mary Long discuss:

- Poor res…

1 year, 3 months ago

Google Faces a Potential Breakup

The Department of Justice is asking Alphabet to sell Chrome.

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

- Why Apple could lose an “easy $20 billion”…

1 year, 3 months ago

The Market and Fed Chair Powell

Fed independence brings stability, and markets love stability.

(00:21) Asit Sharma and Dylan Lewis discuss:

- The Trump Administration’s focus on Fed…

1 year, 3 months ago

Inside Nvidia’s “Thinking Machine”

“AI wouldn’t exist without Nvidia, at least not in its current form.”

So argues Stephen Witt, a journalist and author of the book “The Thinking Machi…

1 year, 3 months ago

Management Weighs in on the Macro

As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariff…

1 year, 3 months ago

Big Earnings Energy

In the face of a trade war, Taiwan Semiconductor is not changing its outlook.

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Earnings from Taiwan Semic…

1 year, 3 months ago

Rule Changes → Chip Charges

Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5…

1 year, 3 months ago