Podcast Episodes
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Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howard Lutnik’s decision to put his sons in charge of Canto…
10 months, 2 weeks ago
Is Breaking Up Intel The Right Move? + The New Gold Rush
Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding ro…
10 months, 2 weeks ago
Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on DeepSeek, and the controversy surrounding Javier Milei’s …
10 months, 3 weeks ago
Is Reddit Undervalued? + Netflix Goes After Podcasts
Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they…
10 months, 3 weeks ago
The State of Trade with China — ft. Alice Han
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the carried interest loophole, and Elon Musk’s bid for…
10 months, 4 weeks ago
Spotify’s First Year of Profitability + Is Google Losing its Edge?
Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s…
11 months ago
The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Scott and Ed open the show by discussing the potential tariffs on Mexico and Canada, Palantir’s earnings, and Vanguard’s largest fee cut ever. Then A…
11 months ago
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exc…
11 months, 1 week ago
Winners and Losers After DeepSeek — ft. Robert Armstrong
Scott and Ed open the show by discussing the stock market’s reaction to DeepSeek’s arrival, a record in private equity stake sales, and the rising un…
11 months, 1 week ago
Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders.…
11 months, 2 weeks ago