Podcast Episodes
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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, 5 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, 6 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, 6 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, 6 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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago