Podcast Episodes

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Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han

Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China ec…

1 year, 4 months ago

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Hindenburg Shorts Roblox + Germany’s Shrinking Economy
Hindenburg Shorts Roblox + Germany’s Shrinking Economy

Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remed…

1 year, 5 months ago

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What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi

Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decisio…

1 year, 5 months ago

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An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money…

1 year, 5 months ago

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Unlocking Innovation Through Antitrust Enforcement — ft. Lina Khan
Unlocking Innovation Through Antitrust Enforcement — ft. Lina Khan

Scott and Ed open the show by discussing China’s stock market surge, Softbank’s investment in OpenAI, and why Gavin Newsom vetoed an AI safety bill. …

1 year, 5 months ago

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OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike

Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at Ope…

1 year, 5 months ago

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Is Jerome Powell Lucky or Good? — ft. Robert Armstrong
Is Jerome Powell Lucky or Good? — ft. Robert Armstrong

Scott and Ed open the show by discussing Qualcomm’s potential acquisition of Intel, Nike’s new CEO, and Microsoft’s deal with Constellation to re-ope…

1 year, 5 months ago

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Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy
Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy

Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastruct…

1 year, 5 months ago

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Why Young People Are Worse Off Than Their Parents — and What to Do About it (from TED Talks Daily)
Why Young People Are Worse Off Than Their Parents — and What to Do About it (from TED Talks Daily)

In this special conversation, Scott and head of TED Chris Anderson dive deeper into Scott’s explosive recent TED Talk, which has been seen by million…

1 year, 5 months ago

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Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, an…

1 year, 6 months ago

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