Podcast Episodes
Back to SearchAll Eyes on the Attention Economy
Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s …
2 years, 1 month ago
Nate Silver on Gambling, VCs, and AI
What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture cap…
2 years, 1 month ago
Big Trouble or Business as Usual?
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro …
2 years, 1 month ago
Two Growth Stories
Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Sh…
2 years, 1 month ago
Another Wild Day in the Market
(00:21) Kirsten Guerra and Mary Long discuss:
- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.
- Whether Airbnb's slump is…
2 years, 1 month ago
“Since When Has The Fed Known Anything about The Economy?”
Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.
(00:21) Jim Gillies and Ricky Mulv…
2 years, 1 month ago
The Carry Trade, Nikkei, and Your Portfolio
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accou…
2 years, 1 month ago
Where Marvel Goes Next
After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?
Dave Gonzales is a co-author of “MCU…
2 years, 1 month ago
Unit X and the Future of Defense
Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.
Chris Kirch…
2 years, 1 month ago
Big Tech Bets on “Overinvesting”
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the ma…
2 years, 1 month ago