Podcast Episodes
Back to SearchPaypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s …
1 month, 2 weeks ago
The Hottest IPO of 2026 Will Shock You
Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO a…
1 month, 2 weeks ago
Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines
The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always th…
1 month, 3 weeks ago
The Father of the 4% Rule Says Retirees Can Take Out Much More
William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much…
1 month, 3 weeks ago
What Alphabet’s Stock Drop Tells Us About the Market Today
Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means…
1 month, 3 weeks ago
Mag 7 Starts Burning Cash (for Real)
Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were differe…
1 month, 3 weeks ago
Alphabet’s New Model & Novo’s Lawsuit
A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the compan…
1 month, 3 weeks ago
Capital Market Earnings Crashout
Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, L…
1 month, 3 weeks ago
Chinese AI Just Made History
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt,…
1 month, 3 weeks ago
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning
Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation plat…
1 month, 4 weeks ago