Podcast Episodes

How to Greet the Next Bear Market

If everyone else is buying, should you be too?

(00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down…

2 years, 1 month ago

What Apple Didn’t Say

It’s not artificial intelligence. It’s Apple Intelligence.

(00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers …

2 years, 1 month ago

We Can Fix You, Southwest

Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. 

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

- …

2 years, 1 month ago

Ozempic’s Unknowns

Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?

Johann Hari …

2 years, 1 month ago

Is Multifamily Overbuilt?

Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but …

2 years, 1 month ago

Cybersecurity Soars, Cyclical Stocks Cycle

Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly …

2 years, 1 month ago

The Big Three Drive All-Time Highs

If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.

(00:21) Asit Sharma and Ricky Mulvey discuss why big…

2 years, 1 month ago

“A Salesperson’s Dream”

Growth comes easy when the product speaks for itself.

At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monst…

2 years, 1 month ago

Hindenburg Targets Real Estate Lender

A juicy short report goes up against business fundamentals.

(00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Finan…

2 years, 1 month ago

Waste Management Goes Dumpster Diving

The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding …

2 years, 1 month ago