Podcast Episodes
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The $6.6 Trillion Sell-off
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump det…
1 year ago
A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journ…
1 year ago
GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's …
1 year, 1 month ago
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’s move to take Endeavor private, and Nike’s latest e…
1 year, 1 month ago
Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry
Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Professional Tennis Player Association's lawsuit, and BYD’…
1 year, 1 month ago
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…
1 year, 1 month 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, 1 month 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, 1 month 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, 1 month 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, 1 month ago