Podcast Episodes
Back to Search
Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation
Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall Street analysts have started upgrading Nike’s stock. Finally, he unpacks Anthropic’s latest funding…
Published on 4 weeks ago
Meme Stocks are Back — What’s Fueling the Resurgence?
Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in store for U.S. companies. Then, they dig into OpenAI and Oracle’s latest partnership. Ed explains why he…
Published on 4 weeks, 1 day ago
Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson
Stuart Simpson, CEO of Vertical Aerospace, joins the show to break down the competitive landscape of the eVTOL market and where Vertical Aerospace sits in that landscape. He explains what a fully ado…
Published on 1 month ago
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 into what’s pushing U.S. home prices to record high…
Published on 1 month 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 industry, and why Bari Weiss’ media startup, The Free Pr…
Published on 1 month 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 buying into private aviation with a stake in Flexj…
Published on 1 month 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. Finally, they look at why Amazon is hitching a ride on S…
Published on 1 month 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 and examine how tariffs could impact its largest …
Published on 1 month, 1 week 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 following its second-quarter earnings. Finally, Windsu…
Published on 1 month, 1 week 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 breaks down the Department of Defense’s new contra…
Published on 1 month, 1 week ago