Podcast Episodes
Back to Search
Is OpenAI Becoming AI's MySpace? Losses Balloon to $12.3 Billion | August 19, 2026 – Morning Market Briefing
Ben and Tom discuss OpenAI's second-quarter revenue growing just 18% quarter-over-quarter to $6.7 billion compared to Anthropic's 143% growth, with O…
2 months, 1 week ago
Meta's $1.4 TRILLION Day in Court + Home Depot Quietly Crushes Earnings | August 18, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Meta heading to trial as Kentucky, Colorado, California, and New Jersey allege the platform encourages compulsive use by…
2 months, 1 week ago
Leaked Anthropic Numbers Show 1300% Revenue Growth + Goldman Doubts a Fed Hike | August 17, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss leaked Anthropic second-quarter results showing revenue of $11.5 billion, up 1300% year-over-year and 143% quarter-over-…
2 months, 1 week ago
Weak Retail Sales Send Rate Hike Odds Crashing to 27% | August 14, 2026 – Morning Market Briefing
Andrew and Tom discuss retail sales falling 0.6% month-over-month against an expected 0.1% gain, with the prior month also revised lower, driving the…
2 months, 2 weeks ago
PPI Cools for a Second Month + Lenovo Jumps 20% on AI Revenue Boom | August 13, 2026 – Morning Market Briefing
Ben and Tom discuss producer prices coming in cooler than expected for a second straight month with headline PPI flat month-over-month and core PPI e…
2 months, 2 weeks ago
NY Judge PAUSES Pied-a-Terre Tax & CoreWeave Soars 17% on Pricing Power | August 12, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss CoreWeave soaring 17% after raising its 2026 CapEx guidance to $35-39 billion and pushing through roughly 25% price incr…
2 months, 2 weeks ago
Warsh Faces a Big Inflation Test Tomorrow + Wall Street Unveils GPU Bonds | August 10, 2026 – Morning Market Briefing
Ben and Tom discuss the $500 billion private-capital AI infrastructure fund unveiled on CNBC by Jensen Huang, David Solomon, Larry Fink, Jonathan Gra…
2 months, 2 weeks ago
Berkshire Finally Puts Cash to Work + Treasury Wine Takes a $500M Charge | August 10, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Berkshire Hathaway finally deploying its cash pile with the $6.8 billion purchase of Taylor Morrison Homes, a $10 billio…
2 months, 2 weeks ago
ECB Blindsided by Treasury's Euro Sales, Jobs Report, & New PCE Changes Loom | August 7, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Atlassian soaring 30% after declaring "AI is the best thing that's ever happened" to the company with credit consumption…
2 months, 3 weeks ago
Bessent Trolls Timiraos with Tweet of the Year + Memory Names Sink on Growth Slump | August 6, 2026 – Morning Market Briefing
Ben and Tom discuss WSJ's Timiraos reporting that Trump has been calling Warsh repeatedly since he became Fed Chair — treating him as a trusted econo…
2 months, 3 weeks ago