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Tesla's Terrible Q1 Prompts Musk Return? & Companies Face RFK Jr.'s Food Dye Ban
Episode 567
Episode 567: Neal and Toby chat about Tesla reporting a wide miss on its Q1 earnings (no surprise there), but Elon Musk says he is coming back from Washington to Tesla. Then, RFK Jr.'s move to ban fo…
Published on 7 months, 3 weeks ago
US Dollar Falls to 3-Year Low & Prediction Markets Take on the Next Pope
Episode 566
Episode 566: Neal and Toby chat about why the US dollar continues to stumble against world currencies and how gold is having another moment. Then, the world mourns over the passing of Pope Francis an…
Published on 7 months, 3 weeks ago
Capital One-Discover Mega Merger & Why Hollywood Execs Are Freaking Out
Episode 565
Episode 565: Neal and Toby talk about the Federal Reserve approving the mega merger between Capital One and Discover. Then, another big step for AI robotics, but another big flex for China in the tec…
Published on 7 months, 3 weeks ago
Google Ruled a Monopoly… Again? & Netflix Takes Closer Step to $1T
Episode 564
Episode 564: Neal and Toby recap the fallout from a federal judge’s ruling of Google monopolizing the ad tech space. Then, President Trump goes on the offensive, calling for the termination of Fed Ch…
Published on 7 months, 4 weeks ago
Nvidia Stock Falls in US Brawl with China & Harvard's $2.2B Fund Freeze
Episode 563
Episode 563: Neal and Toby talk about how Nvidia became the latest victim in the US-China trade war, which could hurt its chip sales. Then, Harvard has stood up against the Trump administration and h…
Published on 8 months ago
Boeing Caught in US-China Crossfire & Zuckerberg Takes The Stand
Episode 562
Episode 562: Neal and Toby talk about the latest chapter in the US-China trade war, with China holding out on two things: rare earth minerals and Boeing deliveries. Then, Mark Zuckerberg takes the st…
Published on 8 months ago
Nvidia To Make AI Supercomputers in Texas & Goldman Sachs Cashes In for Q1
Episode 561
Episode 561: Neal and Toby dive into Nvidia’s announcement to build its first-ever American-made AI supercomputers in Texas and the history of manufacturing in the US. Then, Goldman Sachs equities tr…
Published on 8 months ago
Smartphones Exempt From Tariffs… For Now & Meta vs. FTC in Antitrust Trial
Episode 560
Episode 560: Neal and Toby review the exemption for smartphones, computers, and other electronics from Trump’s reciprocal tariffs since a massive portion of our electronic manufacturing comes from ov…
Published on 8 months ago
Can Cooling Inflation Withstand Tariffs? & Prada Buys Versace for $1.4B
Episode 559
Episode 559: Neal and Toby look into a promising inflation report but see if the trade wars could spoil everything. Then, while Trump pulls back most reciprocal tariffs from most of the world, he rem…
Published on 8 months ago
Trump Announces 90-Day Tariff Pause & Drones Deliver Your Packages?
Episode 558
Episode 558: Neal and Toby recap the markets’ reactions to Trump’s pause on sweeping tariffs for most countries…except for China. Then, Treasury yields are usually a safe haven when the economy is in…
Published on 8 months, 1 week ago