Podcast Episodes
Back to SearchNvidia’s Next Big Growth Lever?
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well…
1 month, 4 weeks ago
The AI Buildout Is Just Getting Started
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a gene…
2 months ago
Is Your Plan for Retirement Too Safe?
Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservat…
2 months ago
The Conundrum of Investing in AI Today
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scru…
2 months ago
Snowflake Has a Hot New Product
Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product off…
2 months ago
The $1 Trillion Club Gets a Little More Crowded
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does …
2 months ago
Has Ferrari Lost Its Mind?
Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a comp…
2 months ago
Time To Diversify Internationally?
It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks tha…
2 months ago
Thriving in the Age of Overwhelm
Why do so many people feel overwhelmed right now? And what can investors do about it? How can you separate market signal from media noise when headl…
2 months, 1 week ago
Give Your Family the Gift of an Estate Plan, and Ask the Same of Them
Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or men…
2 months, 1 week ago