Podcast Episodes
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Third Quarter 2024 Review — ft. Aswath Damodaran
Scott and Ed open the show by discussing Governor Newsom’s proposal to increase tax incentives for movie production in California, Boeing’s stock sal…
1 year, 2 months ago
Perplexity’s Fourth Funding Round + Lessons From Boeing in Long-Term Thinking
Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s decelerat…
1 year, 2 months ago
Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy …
1 year, 2 months ago
Can A Podcast Change Southwest Airlines? + The College Consulting Business
Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guida…
1 year, 2 months ago
Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China ec…
1 year, 2 months ago
Hindenburg Shorts Roblox + Germany’s Shrinking Economy
Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remed…
1 year, 2 months ago
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decisio…
1 year, 3 months ago
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money…
1 year, 3 months ago
Unlocking Innovation Through Antitrust Enforcement — ft. Lina Khan
Scott and Ed open the show by discussing China’s stock market surge, Softbank’s investment in OpenAI, and why Gavin Newsom vetoed an AI safety bill. …
1 year, 3 months ago
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at Ope…
1 year, 3 months ago