Podcast Episodes
Back to Search"Two Things Can Be True"
The market may be overvalued, but some stocks are underpriced.
(00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech v…
1 year, 10 months ago
Paramount Has a Buyer
A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the…
1 year, 10 months ago
Americans are Flying, Airline Stocks are Not
(00:21) Asit Sharma and Dylan Lewis discuss:
- How the airline industry’s focus on capacity and being able to supply more flights means fares are low,…
1 year, 10 months ago
Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck
What happens to a publisher when an AI personal assistant can just give you the news?
Jim VandeHei is the CEO of Axios, the co-founder of Politico and…
1 year, 10 months ago
How US Presidents Manage Money
Reagan knew how to budget. Jefferson knew how to party.
Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who G…
1 year, 10 months ago
2024: Top-Heavy, AI-Fueled, Supply-Constrained
It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might b…
1 year, 10 months ago
What’s Upflation?
I don’t know, what’s up with you?
Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining s…
1 year, 10 months ago
Chewy’s New Kitten
This investor is not a cat, though.
Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one compan…
1 year, 10 months ago
Canada's Market: Apathy Means Opportunity
It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.
(00:21) Jim Gillies and Dylan Le…
1 year, 10 months ago
The Global Cold Rush
Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey…
1 year, 11 months ago