Podcast Episodes

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, 7 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, 7 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, 7 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, 7 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, 7 months ago

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, 7 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, 7 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, 7 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, 7 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, 7 months ago