Podcast Episodes

Unit X and the Future of Defense

Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. 

Chris Kirch…

1 year, 5 months ago

Big Tech Bets on “Overinvesting”

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the ma…

1 year, 5 months ago

Chips, Glorious Chips!

Someone’s gotta make ‘em, and someone’s gotta buy ‘em.

(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spend…

1 year, 5 months ago

“Here’s Your Unicorn Drink. Now Get Out.”

Is efficiency everything? Starbucks certainly seems to think so.

(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience”…

1 year, 5 months ago

The Madden Curse for Investors

When you get to be a famous investor, it is harder to generate market-beating returns.

(00:21) Jason Hall and Ricky Mulvey discuss

- Earnings from PayP…

1 year, 5 months ago

McDonald’s Returns to Value

Eaters and investors are both happy to see the $5 value meal on the menu.

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

- 2024’s largest IPO – cold stor…

1 year, 5 months ago

Morgan Housel on Market History and Wild Minds

Every stock market valuation is a number from today multiplied by a story about tomorrow.

Morgan Housel is the best-selling author of The Psychology …

1 year, 5 months ago

The Investing Mosaic

How do you determine what a company’s worth? You pull a lot of information from a lot of different places. 

Jim Gillies joins Ricky Mulvey for a conve…

1 year, 5 months ago

Billions in Lost Business

We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shave…

1 year, 5 months ago

This Seat Is Taken

Open seating is coming to an end on Southwest flights.

(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ …

1 year, 5 months ago