Podcast Episodes

Searching For Value Outside the U.S. — ft. Lyn Alden

Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then L…

11 months, 3 weeks ago

The S&P 500 Enters Correction Territory

Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked bags, Eric Schmidt’s appointment as CEO of Relati…

1 year ago

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)

From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why…

1 year ago

Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decis…

1 year ago

The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter

Ed and Scott open the show by discussing why European defense stocks surged following Trump's meeting with Zelensky, the announcement of a U.S. crypt…

1 year ago

Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card

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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-bre…

1 year ago

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…

1 year 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…

1 year 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 …

1 year 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…

1 year, 1 month ago