Podcast Episodes
Back to Search
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps
Episode 569
Episode 569: Neal and Kyle dive into what’s behind the bad start of spring housing as existing home sales sink. Then, CEOs on earnings calls across c…
1 year ago
Tough Tariffs… Softening? & Nike's Sprint To Dominate Running Again
Episode 568
Episode 568: Neal and Toby discuss the markets’ sigh of relief after the White House said it would consider dialing back the tariffs on Chinese goods…
1 year ago
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 W…
1 year 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, th…
1 year 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 r…
1 year 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 th…
1 year 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 h…
1 year 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 Boe…
1 year 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 manufa…
1 year 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 por…
1 year ago