Podcast Episodes

Rates Go Down, Market Goes Up

Low rates are great for stocks, as long as we’re looking at a soft landing.

(00:21) Ron Gross and Asit Sharma discuss:

- The Fed’s 50 bps rate cut, the…

1 year, 6 months ago

Gimme! Gimme! Gimme! (A Half-Point Rate Cut)

Markets, you got what you wanted.

(00:21) Bill Mann and Ricky Mulvey discuss:

- The rate cut from the Federal Reserve, and what the central bank is res…

1 year, 6 months ago

Celebs, CRMS, and Avocado Robots

Salesforce throws a party, while Chipotle streamlines guacamole prep.

(00:21) Asit Sharma and Mary Long talk about two types of automation: one for ag…

1 year, 6 months ago

Signs Intel’s Foundry is Heating Up

Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary …

1 year, 6 months ago

The Next AI Investment Story: Power

One query on ChatGPT takes 10x the amount of electricity as a Google search.

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

- How big tech is dealing wi…

1 year, 6 months ago

Stocks for the Road

If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart. 

Mary Long caught up …

1 year, 6 months ago

Amazon Can’t Be Contained

40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastruc…

1 year, 6 months ago

Rich Signals from Berkshire

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and…

1 year, 6 months ago

Easy Money Returns

The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.

(00:21)…

1 year, 6 months ago

Southwest Changes Seats

The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary…

1 year, 6 months ago