Podcast Episodes

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, 4 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, 4 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, 4 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, 4 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, 4 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, 4 months ago

Welcome Back to Correction Territory

Volatility is the price of admission for long-term investing.

(00:21) Anthony Schiavone and Ricky Mulvey discuss:

- Investing mindset for market correc…

1 year, 4 months ago

Fear, Greed, and Quiet Exuberance

Wall Street is fearful. Should you be greedy?

(00:21) David Meier and Mary Long discuss:

- What’s changed and stayed the same since March 2020.

- If coo…

1 year, 4 months ago

Should Investors Prepare for a Recession?

And what’s that mean for long-term stock investors?

(00:21) Asit Sharma and Ricky Mulvey discuss:

- The tech stock sell-off.

- If the investing thesis f…

1 year, 4 months ago

Redfin is “Under Contract”

Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.

(00:21) Tim Beyers and …

1 year, 4 months ago