Episodes (Page 18)
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Discussed tariffs' impact on the auto industry and broader economy.
Tim Higgins
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Covered Delaware corporate law changes, Waymo's expansion, and GameStop's Bitcoin move.
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Discussed AppleTV+ losses, Silver Lake's Endeavor move, and Nike's earnings.
Carsten Brzeski
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Covered Fed rates, tennis lawsuit, and BYD's charging technology.
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Discussion of Klarna IPO, Google acquisition of Wiz, and Intel's new plan.
Lyn Alden
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Topics include Southwest baggage fees, Eric Schmidt's new CEO role, and Saudi Arabia's Neom project.
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Discussions on Apple's AI delays, Sony's fight against deepfakes, and potential U.S. ban on DeepSeek.
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Topics include Disney layoffs, Walgreens going private, and Ontario's Starlink contract cancellation.
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Discussion of European defense stocks surge, U.S. crypto reserve announcement, and new tariffs.
DOJ's Jonathan Kanter
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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.
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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.