Podcast Episodes

Musk Applies For New Job

Now he wants to run OpenAI.

(00:21) Jason Moser and Mary Long discuss:

- Elon Musk’s bid for OpenAI

- What BYD’s rollout of self-driving technology mean…

1 year, 5 months ago

A Shopify Takeover

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:

- Shop…

1 year, 5 months ago

Dunkin', Kendrick on Offense at Super Bowl

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.

(00:14) David Meier and Dylan…

1 year, 5 months ago

What Great Investors Do

The principles of investing are fairly simple to understand. Application requires some intensity.

William Green is the author Richer, Wiser, Happier:…

1 year, 5 months ago

Big Tech’s $300B Spending Spree

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.

(00:43) Ron Gross and Jason Moser discuss:

- What the Jobs report and the tariff headfak…

1 year, 5 months ago

Americans Take Weight-Loss Drugs, Eat Salty Snacks

Two things can be true.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Legislation to ban DeepSeek on US government devices.

- Hershey’s quarter, and w…

1 year, 5 months ago

How Do You Value Alphabet?

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quit…

1 year, 5 months ago

Your Political Brain vs. Your Investing Decisions

Think you know how the trade wars will shake out? Don’t bet on it.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- The reaction to potential tariffs in…

1 year, 6 months ago

Global Trade, Tariffs, AI Efforts

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.

(00:14) Asit Sharma an…

1 year, 6 months ago

What Does Masayoshi Son Want?

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi …

1 year, 6 months ago