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Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout
Episode 285
Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. series on AI investing. They…
1 month, 1 week ago
Jeff Bell & Richard Betts at Please Don't Tell | Standing Table
Today we’re in the East Village, having cocktails at Please Don’t Tell - one of the most iconic cocktail bars in New York City. PDT is currently run …
1 month, 1 week ago
The AI Scarcity Myth Is Breaking
Episode 284
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI model…
1 month, 1 week ago
Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build
Episode 283
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of mi…
1 month, 2 weeks ago
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and u…
1 month, 2 weeks ago
The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors
Episode 382
Dan Nathan and Guy Adami host Ben Emons of FedWatch Advisors to discuss shifting Fed communication under Kevin Warsh, including a push away from stro…
1 month, 2 weeks ago
Second-Half Market Outlook & Playbook with Liz Thomas
Episode 281
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us
Guy Adami and Liz Thomas discuss recent “momentum on, momentu…
1 month, 2 weeks ago
China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar
Episode 280
Dan Nathan sits down with Peter Boockvar (CIO, One Point BFG Wealth Partners) and Louis-Vincent Gave (CEO, Gavekal) to break down the AI arms race, t…
1 month, 3 weeks ago
Patient Equity Capital is a Virtue
Episode 279
Dan Nathan and Guy Adami open the podcast by framing the day’s key market story as sharp weakness and heightened volatility in memory, chips, and sem…
1 month, 3 weeks ago
Jenny Just & Matt Hulsizer at Ascend Innovation Summit | Standing Table
For today’s episode, we look back at our conversation with Jenny Just and Matt Hulsizer at Apex’s Ascend Innovation Summit.
Jenny and Matt are co-fou…
1 month, 3 weeks ago