Podcast Episodes
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Oracle Plays Defense & Diller Folds on MGM
Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re…
2 weeks ago
McDonald’s Investor Pitch & Royal Caribbean Lands on Sandals
Episode 276: Today, Dylan and Hanna bring us the details from McDonald’s Investor Day – including how Wall Street is reacting to its refresh strategy…
2 weeks, 1 day ago
Meta’s New Muse & Paramount Cleared to Buy Warner Bros.
Episode 276: Today, Dylan and John dive into Meta’s AI strategy with its Muse agent and how it could unlock a new revenue stream for the tech giant. …
2 weeks, 2 days ago
Novo's Next Act & What Happened to Nike?
Episode 274: Novo Nordisk is entering its next act. Today, Dylan and John discuss the drugmaker’s pivot and how it plans to expand beyond the weight-…
2 weeks, 3 days ago
Fashion’s Dupe Problem & Matthew Rhys Economy
Episode 273: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Hanna looks at how the ri…
2 weeks, 6 days ago
Nuclear Cools on AI Jitters & Supertanker Demand Spikes
Episode 272: Today, Dylan and Hanna discuss nuclear company Holtec's decision to pull its IPO amid what it called a "perfect storm" in the AI sector.…
3 weeks ago
Fed’s Unanimous Rate Hike & Jewelry Sales Shine
Episode 271: Today, it’s Fed decision day! Dylan and Hanna discuss the Federal Reserve’s latest rate decision, what drove it, and what Fed Chair Kevi…
3 weeks, 1 day ago
Senate Blocks Crypto Bill & Dave and Buster’s Joyless Quarter
Episode 270: Today, the CLARITY Act failed to advance in the Senate – Dylan and Hanna break down what the setback means for the bill and discuss what…
3 weeks, 2 days ago
AI Warnings Grow & Canada Courts International Investors
Episode 269: Today, Dylan and Hanna discuss the growing warnings about AI, a blog post from Anthropic’s CEO, and how companies are responding. Then, …
3 weeks, 3 days ago
The New Shape of the U.S. Economy & Private Equity’s NFL Play
Episode 268: What shape is the economy? Today, Dylan and Hanna break down the alphabet soup of economic narratives – from the K-shaped economy to Tre…
3 weeks, 6 days ago