Podcast Episodes
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The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to…
5 months ago
How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards
Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation abou…
5 months, 1 week ago
xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs
Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t ph…
5 months, 1 week ago
Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years
Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to…
5 months, 1 week ago
AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in o…
5 months, 1 week ago
The Great Sloppification of OpenAI
Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exp…
5 months, 1 week ago
What Happens if the Fed is Compromised — ft. Claudia Sahm
Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s indepe…
5 months, 2 weeks ago
EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs
Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for …
5 months, 2 weeks ago
The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025
Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives…
5 months, 2 weeks ago
EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward
Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also …
5 months, 2 weeks ago