Podcast Episodes
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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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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.…
1 year, 1 month ago
$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield
Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year …
1 year, 1 month ago
The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott br…
1 year, 1 month ago
LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin
Scott and Ed open the show by discussing Kalshi’s decision to appoint Donald Trump Jr. as its new advisor, a decline in tipping across America, and t…
1 year, 2 months ago
The DOJ’s Landlord Lawsuit + Can Trump Buy Greenland?
Scott and Ed open the show by discussing Anthropic’s upcoming funding round, a huge drawdown in quantum stocks, and Getty Images’ acquisition of Shut…
1 year, 2 months ago