Podcast Episodes
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Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott share…
1 year, 7 months ago
Ozempic Bites McDonald’s, Trump’s Bitcoin Promise, & A Tesla Bull Makes His Case — ft. Dan Ives
Scott and Ed open the show by discussing SearchGPT, the latest earnings from McDonald’s, and Trump's new stance on Bitcoin. Then Dan Ives, Managing D…
1 year, 7 months ago
Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches
Scott shares his thoughts on Tesla’s lackluster earnings and explains how the electric vehicle industry has suffered from overinvestment. He also bre…
1 year, 7 months ago
Harris vs. Trump: The Markets React — ft. Robert Armstrong
Robert Armstrong, US financial commentator for the Financial Times, joins the show to break down a question: is the election moving the markets, or i…
1 year, 7 months ago
Why is Silicon Valley Backing Trump? + A Glasses Company Acquires Supreme
Scott shares his thoughts on why Trump has attracted some of Silicon Valley’s most powerful donors. He also explains why he doesn’t recognize America…
1 year, 7 months ago
The Trump Trade & The Vibecession — ft. Kyla Scanlon
Kyla Scanlon, author of “In this Economy? How Money and the Markets Really Work,” joins the show to discuss how political uncertainty is moving the m…
1 year, 7 months ago
Nike’s Dramatic Downfall & Britain’s Road to Economic Recovery
Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks…
1 year, 8 months ago
Project 2025 & An Inside Scoop on Trump’s Presidency — ft. Anthony Scaramucci
Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, joins the show to break down the fascism of Project 2025 and how a second …
1 year, 8 months ago
How the Debate Moved the Market & Wall Street’s Take on Trump - with Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Th…
1 year, 8 months ago
Rivian and Volkswagen’s New Partnership + Scott’s Tax Strategy
Scott shares his thoughts on Volkswagen’s investment in Rivian and why he thinks the electrical vehicle industry is entering the “Valley of Death”. T…
1 year, 8 months ago