Podcast Episodes
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EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs
Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for …
3 months, 1 week ago
The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025
Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives…
3 months, 1 week ago
EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward
Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also …
3 months, 1 week ago
How The AI Economy Could Collapse
Scott and Ed break down a wave of AI spending news. They also discuss the circular deal theory emerging in AI and why it concerns them from an antitr…
3 months, 1 week ago
AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban
Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his ta…
3 months, 2 weeks ago
What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading
Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. The…
3 months, 2 weeks ago
$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation
Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a ne…
3 months, 2 weeks ago
What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge
Ed is joined by Peter Harrell of the Carnegie Endowment for International Peace to unpack the economic impact of Trump’s proposed entry fee for the H…
3 months, 2 weeks ago
TikTok, Warner Bros, and the Rise of the Ellison Empire
Scott and Ed break down a huge week for the Ellisons and discuss what their pursuit of TikTok and Warner Bros. Discovery could mean for the future of…
3 months, 2 weeks ago
Why Britain’s Economy Is Broken — ft. Jagjit Chadha
Ed is joined by Jagjit Chadha, Professor of Economics in the Faculty of Economics at the University of Cambridge, to discuss the major economic chall…
3 months, 3 weeks ago