Podcast Episodes
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Inside America's Only Bank for Nuclear Energy — ft. Jigar Shah
Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehi…
1 year, 3 months ago
ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)
Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s ac…
1 year, 3 months ago
The Bitcoin Presidency & The Dawn of a New Robber Baron Era — ft. Josh Brown
Scott and Ed open the show with the Fed’s rate cut decision, the surge in the global cryptocurrency market, and Shopify’s third quarter earnings. The…
1 year, 4 months ago
Winners and Losers Under Trump’s Second Term
Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’…
1 year, 4 months ago
Trump Wins — ft. Anthony Scaramucci
Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scara…
1 year, 4 months ago
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round.…
1 year, 4 months ago
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, 4 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, 4 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, 4 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, 4 months ago