Podcast Episodes
Back to SearchDeepSeek & Rate Cuts 1/27/25
DeepSeek isn’t just outperforming Silicon Valley competitors – it’s also open-source, cost effective, and requires way less computational power. VC B…
1 year, 2 months ago
Bullish with a “But”, Three Cuts to Come?, Netflix’s Big Week 1/24/25
The S&P 500 is hitting another record high ahead of the busiest week of earnings, but our market guest is worried about one risk to the overall rally…
1 year, 2 months ago
Trump vs. Banks, Renewed Inflation Risk, Netflix: Full Stream Ahead? 1/23/25
President Trump speaking to bank CEOs at Davos, and throwing punches at some of them with his comments too. Plus, Blackrock’s Larry Fink is warning o…
1 year, 2 months ago
Stargate Project, The Case for Small Caps, Chuck E. Cheese Comeback 1/22/25
The Trump-backed, multibillion-dollar AI initiative “Stargate” answers some key questions about the AI trade, according to one analyst. Plus, JPMorga…
1 year, 2 months ago
The Trump Agenda, Bradley Tusk on Silicon Valley, National Energy Emergency 1/21/25
Day 1 of Trump 2.0 brought 46 presidential actions, along with a shift in tone on tariffs that the market seems to be welcoming today. We have the la…
1 year, 2 months ago
TikTok Ban Upheld, The Trump Crypto Rally, and Happy Retirement, Toni! 01/11/25
Will TikTok go dark this weekend? Will Elon Musk buy it? We game out the likely scenarios for the social media apps—and dig into the cybersecurity ri…
1 year, 2 months ago
Trump’s Treasury Pick Testifies, Citi CEO Exclusive, USAA CEO on California Wildfires 1/16/25
President-elect Trump’s pick for Treasury Secretary is testifying before the Senate Banking Committee. Plus, we have an exclusive sit-down interview …
1 year, 2 months ago
CPI Rallies Market, M&A in 2025, Social Media Shift 1/15/25
Inflation is cooling, yields are dropping, and stocks are rallying. Can today’s market action last or is it a last hurrah before tariffs take center …
1 year, 2 months ago
Catalysts vs. Concerns, TikTok-alypse Now?, Earnings Preseason 1/14/25
Stocks moving lower on the eve of earnings season, but our guest is warning of a different risk that the market is underpricing. Plus, TikTok denying…
1 year, 3 months ago
Rates & the Rally, Zuckerberg vs. Apple, Redfin CEO on California Wildfires 01/13/25
The global surge in bond yields and the dollar is putting pressure on tech stocks. We’ll dig into how long these headwinds could persist. Plus, Meta …
1 year, 3 months ago