Podcast Episodes

PJ Vogt on AI, VR, and Tech Cycles

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him…

Published on 2 years, 10 months ago

iBuying, Real Estate Investing, Home Inventory

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholes…

Published on 2 years, 10 months ago

The (Wall Street) Hits Keep On Coming

It was another big week of earnings results (and surprises).

(0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Reco…

Published on 2 years, 10 months ago

The Once & Future Zillow

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group?

(0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growi…

Published on 2 years, 10 months ago

Answers from Airbnb, Questions for Upstart

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss:

- A very healthy quarter for AirBnB, and how the travel company continues to grow …

Published on 2 years, 10 months ago

Big Macro & Big Red

Once again the monthly CPI report got Wall Street's attention.  (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed …

Published on 2 years, 10 months ago

Twilio's Layoffs, Spotify's Strategy

For the second time in five months, Twilio announces a round of layoffs. 

(0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on…

Published on 2 years, 10 months ago

Beth Kindig on AI, Semiconductors, and Tech Cycles

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard …

Published on 2 years, 10 months ago

Lies My Income Statement Told Me

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business w…

Published on 2 years, 10 months ago

NFL Predictions, AI Competitions

Big changes could be coming to the NFL playoffs.

(0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulma…

Published on 2 years, 10 months ago