Podcast Episodes

ASML Raised Its 2026 Outlook, And Hermès Posted Weaker-Than-Expected Sales

Chipmaking equipment supplier ASML boosted its revenue expectations for the year on Wednesday, and Hermès posted weaker-than-expected sales last quar…

5 months, 3 weeks ago

Wall Street’s Biggest Names Brought In The Big Bucks Last Quarter, And China’s Exports Went From Strong To… Wrong

Wall Street’s report card was better than expected last quarter, with the war in Iran boosting trading – while China kept churning out goods in March…

5 months, 3 weeks ago

Oil Prices Popped Higher As The US Imposed A Blockade On Iran, And Goldman’s Profits Sounded The Opening Bell On Earnings Season

Oil prices rose back up to the triple digits as the US launched a military operation along the Strait of Hormuz, and Goldman Sachs turned a fat profi…

5 months, 3 weeks ago

Prediction Markets Are Turning The Weather Into A Tradable Asset, And US Inflation Just Hit A Two-Year High

Weather prediction markets are giving scientists a run for their money, and fresh data out on Friday showed that US inflation rose at its fastest pac…

5 months, 4 weeks ago

Meta Unveiled Its Spark AI Model, And China Shipped A Record Number Of EVs

Meta unveiled the latest version of its AI model on Wednesday, and the world’s biggest producers of EVs shipped a record number of them in March. 

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6 months ago

The US-Iran Ceasefire Calmed Jittery Markets, And Bill Ackman Made A Bid For Universal Music

The US-Iran Ceasefire sent investors back into the arms of stocks, and mega-investor Bill Ackman’s firm Pershing Square wants to take over the world’…

6 months ago

Anthropic Is Spending Billions On Chips And Cloud, And Private Equity Deals Are Way Down This Year

Claude creator Anthropic is coughing up billions on chips and cloud, and private equity deals are way down so far this year.

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6 months ago

With No End In Sight, The War Is Causing Market Chaos, And Amazon’s Eyeing A Deal With Satellite Operator Globalstar

The US president’s address offered no clear pathway to ending the hostilities, five weeks after the conflict began – and with satellite internet shap…

6 months, 1 week ago

OpenAI’s Latest Round Of Funding Is Practically Mythical, And Warren Buffett Still Loves Apple – Just Not That Much

The unicorn paddock is starting to get crowded – OpenAI, SpaceX, Anthropic, and others are eyeing an escape to the public market – while Berkshire Ha…

6 months, 1 week ago

The Eurozone Just Reported A Big Bump Up In Inflation, And Chipmakers Saw Their Luck Run Out

The eurozone was the first big economy to release its consumer price index for March (next up: the US and China), while it looks like chipmakers’ luc…

6 months, 1 week ago