Podcast Episodes

What Happens if Alphabet Breaks Up?

Here’s why investors could win.

(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consoli…

1 year, 5 months ago

Chipotle CEO Orders Coffee

(00:21) David Meier and Ricky Mulvey discuss:

- Why Starbucks wants Chipotle’s CEO.

- What Home Depot’s quarter says about the economy.

- On Holding’s i…

1 year, 5 months ago

All Eyes on the Attention Economy

Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s …

1 year, 5 months ago

Nate Silver on Gambling, VCs, and AI

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture cap…

1 year, 5 months ago

Big Trouble or Business as Usual?

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro …

1 year, 5 months ago

Two Growth Stories

Wall Street may be missing something about Toast.

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

- Toast’s quarter, and move into convenience stores.

- Sh…

1 year, 5 months ago

Another Wild Day in the Market

(00:21) Kirsten Guerra and Mary Long discuss:

- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.

- Whether Airbnb's slump is…

1 year, 5 months ago

“Since When Has The Fed Known Anything about The Economy?”

Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.

(00:21) Jim Gillies and Ricky Mulv…

1 year, 5 months ago

The Carry Trade, Nikkei, and Your Portfolio

There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accou…

1 year, 5 months ago

Where Marvel Goes Next

After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?

Dave Gonzales is a co-author of “MCU…

1 year, 5 months ago