Episodes (Page 12)
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Topics include Tesla's market cap, Berkshire Hathaway's tax bill, and BP's fossil fuel pivot.
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Discussion of Apple's investment, Cantor Fitzgerald leadership change, and U.S. consumer spending report.
Mike Moffatt
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Discussion of housing starts, X's funding, and companies emulating MicroStrategy's Bitcoin strategy.
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Discussion of Shein's valuation cut, South Korea's crackdown, and Javier Milei's memecoin promotion.
Kyla Scanlon
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Discussion of inflation report, private school tuition rise, and EU's AI investment.
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Discussed aluminum/steel tariffs, carried interest loophole, and Elon Musk's OpenAI bid.
Alice Han
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Reviewed earnings from Disney, Novo Nordisk, Uber, and Spotify's first profitable year.
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Covered potential tariffs on Mexico/Canada, Palantir's earnings, and Vanguard's fee cut.
Aswath Damodaran
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Examined Meta, Microsoft, and Tesla earnings, noting big tech's unchanged spending plans.
Brush Off DeepSeek
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Discussed market reaction to DeepSeek, PE stake sales, and MBA graduate unemployment.
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Covered Netflix, J&J earnings, and potential TikTok bidders.
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Discussed market reaction to inauguration, Trump meme coins, and ETF investment.
Rich Greenfield
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Discussed inflation report, Meta layoffs, and TikTok's uncertain future.
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Discussed Trump Jr.'s advisor role, declining tips, and LA wildfires' economic impact.
Andrew Ross Sorkin
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Covered Anthropic funding, quantum stock drawdown, and Getty/Shutterstock acquisition.
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Discussed Surgeon General's report on alcohol and cancer, ski patrol strike, and Meta's new board members.
Ramit Sethi
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Scott shared predictions for top investments, technology, and media platforms of 2025.
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Answered listener questions on topics ranging from Ed's accent to parasocial relationships.
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Morgan Housel discussed holiday financial stress and mindset shifts for the new year.
Morgan Housel
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Covered Kroger's blocked acquisition, Warner Bros. Discovery's restructure, and Eli Lilly's drug trials.