Podcast Episodes

Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones

Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China. 

Ryan Holiday is a best-selling author and …

2 years ago

A Sea Change of Mass Cognition

Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-…

2 years ago

The Big Macro Gets Bigger

The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. 

(00:21) Ron Gross and Bill Mann discuss:

- How F…

2 years ago

The Other Risk Powell Is Watching

Fed Chair Jerome Powell is keeping tabs on commercial real estate.

(00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quar…

2 years ago

"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…

2 years 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…

2 years 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,…

2 years 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…

2 years 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…

2 years 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…

2 years ago