Episodes (Page 12)
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The proposed 50-year mortgage from the Trump administration is analyzed.
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Justin Wolfers unpacks President Trump's proposed $2,000 tariff dividend.
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Paramount's earnings post-takeover and investor reactions are analyzed.
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Red flags at OpenAI and their potential to burst the AI bubble are debated.
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Bradley Tusk analyzes Zohran Mamdani's economic policies for New York.
Bradley Tusk
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Analysis of Palantir's stock drop following Michael Burry's bearish bet.
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Harley Finkelstein discusses Shopify's Q3 earnings.
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Ryan Petersen on navigating tariffs and supply chain challenges.
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Analysis of Big Tech earnings and potential overvaluation.
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Andrew Ross Sorkin discusses parallels between 1929 crash and today's markets.
Andrew Ross Sorkin
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Scott Devitt analyzes Meta and Google's recent earnings reports.
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Alex Heath on OpenAI's restructuring and new for-profit arm.
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Oliver Stuenkel breaks down Milei's surprise election win in Argentina.
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Examining China's AI efficiency and its challenge to US companies.
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Daron Acemoglu discusses AI's economic impact and why nations fail.
Daron Acemoglu
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Tesla's Q3 profits dropped 37% despite record sales.
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Netflix earnings fell, and Warner Bros. Discovery seeks a buyer.
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AWS outage highlights Amazon's cloud dominance and vulnerabilities.
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AI boom is increasing America's energy costs significantly.
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Jonathan Kanter argues for antitrust intervention in AI development.
Jonathan Kanter