Episodes (Page 13)
✨
ASML's earnings beat and its implications for the tech sector.
✨
China-U.S. economic tensions create a volatile trading environment.
✨
Markets rebound from China tariff threats; Luke Kawa provides insights.
✨
The AI bubble is real; Scott and Ed advise investor preparation.
✨
Economist Kathryn Anne Edwards discusses dark data impacting the $30 trillion economy.
✨
xAI secures $20 billion in funding from Nvidia, despite market concerns about circular deals.
✨
Japan's stock market hits a record high following the appointment of a new prime minister.
✨
AMD's stock surges 24% following a significant deal with OpenAI.
✨
OpenAI's Sora 2 is discussed, debating the importance of profitability for the company.
✨
Claudia Sahm discusses the Federal Reserve's independence and its implications.
Claudia Sahm
✨
The end of the EV tax credit and its impact on the auto industry are analyzed.
✨
Stephanie Roth analyzes the potential economic fallout of a government shutdown.
✨
Electronic Arts goes private in a $55 billion LBO, with insights from Michael Pachter.
✨
Scott and Ed discuss the potential collapse of the AI economy due to spending.
✨
Mark Cuban discusses media challenges, TikTok deal, and AI's employment impact.
Mark Cuban
✨
Robert Haworth explains the drivers behind gold's significant rally.
✨
Nvidia's OpenAI investment signals a new, potentially risky AI investment strategy.
✨
H-1B visa fee increase impact on Big Tech is examined.
✨
Ellison's pursuit of TikTok and Warner Bros. signals future media shifts.
✨
Jagjit Chadha discusses the UK's major economic challenges.
Jagjit Chadha