Podcast Episodes
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Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)
Ed and Scott break down the new U.S.-Japan trade agreement and what Wall Street’s reaction tells us about who really came out on top. Then, Ed digs i…
9 months, 1 week ago
Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift
Ed unpacks why Philip Morris’ stock stumbled after its second-quarter report, what Coca-Cola’s results reveal about the state of the junk food indust…
9 months, 1 week ago
Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO
Ed unpacks why Netflix’s stock fell despite a strong second-quarter earnings report. Then he and Scott dig into why an LVMH-backed investor group is …
9 months, 1 week ago
Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading
Scott and Ed unpack the latest inflation data and why it’s sparking so much debate. Then, they dig into a record-breaking quarter for trading. Finall…
9 months, 1 week ago
The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show to break down Latin America’s economic landscape…
9 months, 2 weeks ago
Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
Ed and Scott break down how markets responded to the latest tensions between Trump and Jerome Powell. Then, Ed explains why ASML’s stock tumbled foll…
9 months, 2 weeks ago
Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech
Ed takes a look at how the tariffs impacted the consumer price index for June, dives into why Nvidia and AMD can now resume chip sales to China, and …
9 months, 2 weeks ago
Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal
Ed explains why Bitcoin hit a record high, dives into Tesla’s upcoming shareholder vote on a potential investment in xAI, and breaks down the latest …
9 months, 2 weeks ago
Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?
Scott and Ed unpack what they think the impact of Trump's new wave of tariffs will be. Scott argues the move could inspire massive deal making that w…
9 months, 2 weeks ago
State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft
David Risher, CEO of Lyft, joins the show to explain how the company is differentiating and gaining ground on Uber. He shares how Lyft is keeping cus…
9 months, 3 weeks ago