Episodes (Page 14)
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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.
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Discussed Omnicom's acquisition, TikTok ban update, and OpenAI's new subscription.
Tom Lee
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Covered Salesforce earnings, Meta's nuclear energy venture, and the UnitedHealthcare CEO killing.
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Discussed Intel CEO resignation, Trump's tariff threats, and Musk's pay package ruling.
Michael Saylor
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Scott shared personal spending lessons, prioritizing experiences over possessions.
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Analyzed Google Chrome's potential forced sale, Microstrategy's funding, and Nvidia's earnings.
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Netflix stock reaction to Paul vs Tyson fight, autonomous vehicle restrictions, and pharma stocks.
Jigar Shah