Podcast Episodes
Back to Search
Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation
Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google m…
4 months, 1 week ago
Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem
Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kraf…
4 months, 1 week ago
Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winn…
4 months, 1 week ago
Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi
Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the eco…
4 months, 1 week ago
Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following…
4 months, 2 weeks ago
Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI
Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, …
4 months, 2 weeks ago
U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to becom…
4 months, 2 weeks ago
AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thought…
4 months, 2 weeks ago
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how marke…
5 months ago
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Mana…
5 months ago