Podcast Episodes

Kickoff for Private Equity Investors

NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspecti…

1 year, 10 months ago

Can AI Build Moats?

It takes more than a buncha buzzwords to build a company.

(00:21) Tim Beyers and Mary Long discuss:

How jobs reports impact investment theses

A tech com…

1 year, 10 months ago

$279 Billion Lost In A Day

The Department of Justice has some questions about Nvidia’s business.

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

- The subpoena that instigated the …

1 year, 10 months ago

Dow Loses Chips, Boeing Loses Money

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?   

(00:21) Asit Sharma and Dylan Lewis discuss:

- Th…

1 year, 11 months ago

Missing Piece of the AI Spend Puzzle

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. 

(1:08) Jason Moser and Bill Mann discuss:

- Nvidia’s killer quar…

1 year, 11 months ago

How to Analyze a Balance Sheet

“If you thought we were in the weeds, now we’re about to start tunneling.”

Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can un…

1 year, 11 months ago

The State of the AI Arms Race

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lo…

1 year, 11 months ago

Nvidia’s “Burn the Ships” Moment

Why is the chip designer spending $50 billion on share buybacks?

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Highlights from Nvidia’s earnings.

- Wha…

1 year, 11 months ago

How Banned Chips Get to China

The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.

(00:21) Alicia…

1 year, 11 months ago

Is Nvidia a Vibe Stock?

In less than two years one company became the driving force of the S&P 500. That rise is unprecedented.

(00:21) Bill Mann and Ricky Mulvey discuss:

- E…

1 year, 11 months ago