Podcast Episodes

Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell

With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its i…

1 year, 7 months ago

The Future of Cars and Search

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. 

(00:42) Jason Mo…

1 year, 7 months ago

Recipes for Sales Growth, Mac and Cheese

More is not always better.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Why the Department of Justice may breakup Alphabet.

- If the search giant is …

1 year, 7 months ago

Starbucks > Pepsi > Coke

For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns t…

1 year, 7 months ago

Are Insurers Ready for Hurricane Milton?

Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage.

(00:21) Matt Frankel and Ricky Mulvey discuss:

- How insurer…

1 year, 7 months ago

The GDP Growth Myth

Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but …

1 year, 7 months ago

Restaurants Play Value Games

David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about:

- H…

1 year, 7 months ago

The Commercial Real Estate Revival

In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors wou…

1 year, 7 months ago

An AI IPO, 20 Years of RB

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?  

(00:45) Asit Sharma and Jason Moser di…

1 year, 7 months ago

Open Checks, Corked Bottles

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money.

(00:21) Jim Gillies and Mary Long discuss:

1 year, 7 months ago