Podcast Episodes
Back to SearchThe Treasure Hunt Economy
Are little luxuries are still scoring with consumers?
(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Tai…
1 year, 8 months ago
Reminder: The Chip Biz is Cyclical
The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for…
1 year, 8 months ago
Big Banks and Big Screens
Dealmaking is back, and the banks are loving it.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Bank of America’s $1.5 billion in net charge-offs …
1 year, 8 months ago
The Treat Yourself Economy Rolls On
Retail numbers tell the story of a strong consumer.
(00:21) Bill Barker and Deidre Woollard discuss:
- Retail sales numbers and what people are and are…
1 year, 8 months ago
Braze Blazes Ahead
You know the saying: keep your friends close, keep your … customers … closer.
Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a custome…
1 year, 8 months ago
SBF Goes to Jail
Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?
Zeke Faux is the author of “Num…
1 year, 8 months ago
Everything at Highs: Tech, Rates, Gold and Cocoa
Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?
(00:21) Emily Flippen …
1 year, 9 months ago
Ok, Cloud
Google is the latest tech company to host a conference full of AI pronouncements.
(00:21) Asit Sharma and Deidre Woollard discuss:
- Why the market is …
1 year, 9 months ago
If You Build It, Chips Will Come
Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.…
1 year, 9 months ago
Grindr Goes Beyond Dating
How do you grow a business where a customer’s success often means they leave your product?
George Arison is the CEO of Grindr, a dating app and soci…
1 year, 9 months ago