Podcast Episodes

The AI Economy, Shutdown hits Housing & Potential Earnings Winners 10/7/25

Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings.

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Published on 4 weeks ago

AMD's OpenAI partnership, Gold's Record Year, and Trump's Affordability Fix 10/6/25

AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, …

Published on 4 weeks, 1 day ago

Data Dearth, Gambling Lows and Tariff-Proof Taylor 10/3/25

With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy.  Increased competition weighs on betting stocks. Plus, why the newest showgirl is …

Published on 1 month ago

Chips Rally, Credit Score Changes and Battle of the Bots 10/2/25

Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jeffries puts three AI chat bots to the test.

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Published on 1 month ago

The Shutdown's Impact on Your Money 10/1/25

We break down how the government shutdown could impact everything from the IPO pipeline to home sales. Plus, the important difference between 2013 and 2018 when it comes to returns.

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Published on 1 month ago

Coal Revival, Discounted Medications and AI in Banking 9/30/25

U.S. Secretary of Energy Chris Wright talks coal and nuclear power. Pfizer strikes a deal with the White House to lower drug prices. Plus, an exclusive look into JPMorgan's big AI plans.

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Published on 1 month ago

Tesla Rallies, EA Goes Private and Government Shutdown Looms 9/29/25

Tesla hits a 10-month high, EA will be taken private in a $55B deal, and how a government shutdown could impact your money.

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Published on 1 month ago

New Tariffs, the U.S. Push for Key Metals, and Countdown to Shutdown 9/26/25

President Trump announcing a new wave of tariffs targeting pharmaceuticals, furniture and trucks. The U.S. has 'big time' momentum in its rare earths buildout, according to Canaccord. Plus, how a gov…

Published on 1 month, 1 week ago

TikTok's U.S. Investors, Private Equity Falters and OpenAI Continues Spending 9/25/25

David Faber has new reporting on who will control TikTok's future in the U.S.  Private equity firms struggle to deploy capital. And is OpenAI's massive spending sustainable?

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Published on 1 month, 1 week ago

AI's Power Problem, Precious Metals Climb and Home Sales Soar 9/24/25

Bloom Energy has lost nearly a fifth of its value this week as the street casts doubt on its valuation--we talk to the CEO. Why the rally in gold can keep running. Plus, new home sales hit a three-ye…

Published on 1 month, 1 week ago