Episodes (Page 14)
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World Bank halves U.S. economic growth forecast.
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Warner Bros. Discovery announces a split into two companies.
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Reddit sues AI firm Anthropic; Trump crypto wallet controversy.
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Trump doubles steel and aluminum tariffs.
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Court blocks Trump's tariffs; U.S. Steel's golden shares debated.
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Tariff tensions between U.S. and EU, BYD price cuts, and OnlyFans sale discussed.
Aswath Damodaran
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Scott shares his entrepreneurial journey from video rentals to Prof G Media.
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Moody's U.S. debt downgrade, universities selling PE stakes, and Trump's Walmart comments.
Scott Goodwin
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United Health's stock drop, Max rebranding, and Airbnb's new services.
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Market reaction to Trump's drug pricing plan, Perplexity funding, and Coinbase S&P 500 addition.
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Trump's UK trade framework, Fed decision, and Melania coin grift.
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Tariffs on foreign films, OpenAI's for-profit plans scrapped, Buffett stepping down.
JPMorgan's Michael Cembalest
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U.S. GDP, China factory activity, and Amazon's satellite launch.
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Huawei challenges Nvidia, Apple shifts iPhone production to India, Spotify earnings.
Mark Mahaney
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Trump's memecoin dinner, Boeing earnings, and worsening U.S. wealth inequality.
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Discussed Euro rally, Chinese funds exiting US PE, and Bill Ackman's Hertz investment.
Ryan Petersen
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Covered gold's record high, chip export restrictions, and Fed comments on tariffs.
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Markets reacted to tariff exemptions, dollar's fall, and bank earnings.
William Cohan
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Analyzed market reaction to Trump's 90-day tariff pause and China turmoil.
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Broke down market volatility caused by Trump's tariffs.
Gary Stevenson