Episodes (Page 11)
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Scott and Ed synthesize 2026 investment strategies from guest views.
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Tom Lee presents a bullish case for 2026, discussing Bitcoin and AI.
Tom Lee
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Mark Zandi analyzes the Fed's third rate cut and economic outlook.
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Chris McGuire discusses U.S. allowing Nvidia chip sales to China.
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China's record trade surplus and U.S. implications discussed.
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Netflix's acquisition of Warner Bros. and streaming future.
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Economist Paul Krugman on affordability crisis concerns.
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Amazon's Tranium3 chip and the AI chip race.
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OpenAI's 'code red' and the AI race dynamics.
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New York Times investigation into David Sacks.
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Money and modern masculinity explored.
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Meta's potential billions on Google AI chips.
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Market volatility and recent financial news.
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Market fear cycle and Nvidia's earnings impact.
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Michael Cembalest discusses J.P. Morgan's AI bubble strategy and potential market corrections.
Michael Cembalest
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Nvidia's earnings are analyzed, questioning if they quell AI bubble concerns.
For Now
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Home Depot's earnings and their economic indicators are unpacked with Joe Feldman.
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Bitcoin's sharp decline and the deepening crypto bear market are analyzed.
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The hosts explore the expensive market and the lack of investment 'hiding places'.
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Aswath Damodaran expresses concerns about market valuations and investor positioning.