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

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Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
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, 2 months ago

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Is Breaking Up Intel The Right Move? + The New Gold Rush
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, 2 months ago

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Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
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, 2 months ago

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Is Reddit Undervalued? + Netflix Goes After Podcasts
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, 2 months ago

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The State of Trade with China — ft. Alice Han
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, 2 months ago

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Spotify’s First Year of Profitability + Is Google Losing its Edge?
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, 2 months ago

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The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
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, 2 months ago

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Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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, 2 months ago

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Winners and Losers After DeepSeek — ft. Robert Armstrong
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, 3 months ago

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