Podcast Episodes
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Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever
Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Sc…
2 months, 3 weeks ago
China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market
Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and Chi…
2 months, 3 weeks ago
Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, …
2 months, 3 weeks ago
The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to…
2 months, 4 weeks ago
How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards
Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation abou…
3 months ago
xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs
Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t ph…
3 months ago
Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years
Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to…
3 months ago
AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in o…
3 months ago
The Great Sloppification of OpenAI
Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exp…
3 months ago
What Happens if the Fed is Compromised — ft. Claudia Sahm
Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s indepe…
3 months, 1 week ago