Podcast Episodes
Back to SearchIP(N)O?, Buying the Pullback & Port Strike Pros 10/3/24
One prominent OpenAI investor says the company is too important to forgo the scrutiny of going public, but one of our guests says that as long as Sam…
1 year, 3 months ago
OpenAI’s Funding Round, Nvidia’s New Venture, Hidden Threat to Semiconductors 10/2/24
OpenAI is officially closing its multibillion-dollar funding round, marking one of the largest private deals ever seen in Silicon Valley. We have the…
1 year, 3 months ago
Iran Launches Missile Attack on Israel 10/01/24
The latest updates on Iran’s missile attack on Israel, including the ripple effects across the Middle East and the fallout for equities, commodities,…
1 year, 3 months ago
Middle East Tensions Rising, Hurricane Helene’s Aftermath, Pain at the Ports 9/30/24
Atlantic Council President Fred Kempe and CNBC Contributor Michelle Caruso-Cabrera join us to break down the rising tensions in the Middle East, and …
1 year, 3 months ago
Inflation Volatility Ahead, Stealth Housing Winners, Tariffs Take Effect 9/27/24
Our economist doesn’t see the bogeyman in today’s economic data, but warns inflation isn’t going to fade away completely. Plus, we’ll look at how to …
1 year, 3 months ago
Beijing’s Big Moves, OpenAI’s For-Profit Pivot?, Southwest Soars 9/26/24
Stimulus news out of Beijing is sparking a massive rally in Chinese equities. We’ll debate whether this is Beijing’s big moment or merely a temporary…
1 year, 3 months ago
Meta Connect Kicks Off, The Case for Small Caps, and SEIU President on Election & Labor Market 9/25/24
Meta’s high-stakes developer conference is kicking off and we’ve got every angle covered from Wall Street to Silicon Valley as Mark Zuckerberg takes …
1 year, 3 months ago
Buy the Setback Stocks?, Holiday Retail Forecast, Investing in the Nuclear Renaissance 9/24/24
Listen to the day's top stories, theOur market guest says stocks will go higher from here, but don't chase the winners, and buy the setback stocks in…
1 year, 3 months ago
Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24
Deal chatter around Intel is running rampant, but our guest says Intel’s not the right fit and has a different semiconductor merger in mind. He’ll jo…
1 year, 3 months ago
Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24
1 year, 3 months ago