Podcast Episodes
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The Fed’s September Dilemma: Is it Really Time to Cut Rates?
Scott and Ed unpack what August’s inflation numbers mean for the Fed’s next move. Then, they dig into why companies are holding back from going publi…
6 months ago
Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers
Ed and Scott are joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, who returns to the show to discuss…
6 months ago
Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Oracle’s earnings and the market’s tremendous reaction. Then, …
6 months ago
Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever
Ed is joined by Alice Han, China economist and director at Greenmantle, to break down what’s been happening with China in the past week. Then, Ed div…
6 months, 1 week ago
Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package
Ed and Scott unpack the recent tech dinner President Trump hosted at the White House. Then Ed is joined by Kathryn Anne Edwards, economist, economic …
6 months, 1 week ago
Navigating The Most Top-Heavy S&P 500 in History
Scott and Ed break down what the deepening alliance between China, Russia, and India means for investors. They then examine the growing concentration…
6 months, 1 week ago
How America Goes Broke — ft. Ray Dalio
Ed and Scott are joined by Ray Dalio, global macro investor, founder of Bridgewater Associates, and New York Times bestselling author, who returns to…
6 months, 1 week ago
Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation
Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google m…
6 months, 1 week ago
Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem
Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kraf…
6 months, 2 weeks ago
Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winn…
6 months, 2 weeks ago