Podcast Episodes
Back to Search
Thomas Urano: What a Post‑Powell Fed Could Mean for Markets
Thomas Urano breaks down the Federal Reserve’s latest meeting as markets weigh a hawkish hold amid stubborn inflation and fading rate‑cut expectation…
2 days, 10 hours ago
Mark Gibbens & Colin Symons: Navigating UPS During a Difficult Reset
Mark Gibbens breaks down UPS’s (UPS) volatile reaction to earnings after a beat without upgraded guidance, as the company restructures away from low‑…
2 days, 10 hours ago
WalletConnect CEO on Bitcoin's Price Action & Stablecoin's Future Use Cases
WalletConnect CEO Jess Houlgrave takes a deeper glimpse into what's holding back the crypto landscape as Bitcoin struggles to break back above $80,00…
2 days, 10 hours ago
F/m Investments CEO on Navigating Rates, Inflation and Bond Market Strategy
F/m Investments CEO, Alex Morris, examines the U.S. bond market ahead of the Fed’s rate decision, arguing that persistent inflation and rising oil pr…
2 days, 10 hours ago
META a "Utility?" Dryden Pence's Bull Case in AI & Social Media Dominance
Dryden Pence believes Meta Platforms (META) needs to show ways it can maintain a dominant position in the AI race, even if that means raising CapEx o…
2 days, 10 hours ago
Mag 7 Earnings Breakdown: AI Trends, CapEx & ROI
Futurum president Dan O'Brian breaks down some of this week's Mag 7 earnings by highlighting ongoing supply constraints across the industry. He revie…
2 days, 11 hours ago
Ca$htag$: Starbucks Loses Ground as Coffee Competition Intensifies
LikeFolio's Andy Swan breaks down Starbucks’ (SBUX) growing challenges as the company looks to regain consumer loyalty amid rising competition. LikeF…
2 days, 11 hours ago
Seth Schachner & Corey Martin on Spotify’s Missed Milestone and Growth Questions
Seth Schachner and Corey Martin examine Spotify’s (SPOT) post‑earnings drop after the company delivered cautious subscriber guidance and fell short o…
2 days, 13 hours ago
Tiernan Ray Talks Big Tech Headwinds & Tailwinds in Mag 7 Earnings Week
Tiernan Ray calls this week the "Super Bowl" of earnings, which now faces headwinds from reports that OpenAI missed sales metrics. He takes investors…
2 days, 13 hours ago
Small: Big Tech Full of Buys, Favors NVDA, AMZN & GOOGL in Mag 7
"Good on earnings is not good enough," says Jeffrey Small in previewing the string of Mag 7 earnings reporting Wednesday and Thursday. He argues guid…
2 days, 13 hours ago