Episodes (Page 20)
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CA movie tax incentives, Boeing stock sale, Robinhood contracts, Trump Media volatility.
Aswath Damodaran
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Home sales decline, Tesla earnings, McDonald's E. coli, Shein growth deceleration.
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Disney succession, Netflix earnings, and Playboy brand offer.
Patrick Moorhead
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Kalshi election contracts, bank earnings, ASML guidance, and nuclear energy deals.
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Tesla's Robotaxi event, JPMorgan's earnings, and the bull market's second birthday discussed.
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Boeing machinist strike, Amazon's AI tool, DOJ's Google remedies, and Cerebras IPO delay debated.
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Pfizer's activist stake, Longshoremen's strike end, and Ben Horowitz's political donation discussed.
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Tesla deliveries, CVS breakup possibility, and VC returning money to investors debated.
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China's stock surge, Softbank's OpenAI investment, and AI safety bill veto discussed.
Lina Khan
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DOJ's Visa lawsuit, Meta's AR glasses, and OpenAI executive resignations discussed.
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Qualcomm/Intel acquisition, Nike CEO, and Microsoft's Three Mile Island deal discussed.
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Fed rate cut, SpaceX deal, AI infrastructure fund, and Instagram teen accounts discussed.
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Scott and Chris Anderson discuss the 'great intergenerational theft' TED Talk.
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Inflation data, Oracle earnings, banker work hours, and OpenAI's new model discussed.
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Lyn Alden discusses the 2024 rate-cutting cycle and its investor implications.
Lyn Alden
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Millionaires are increasingly moving to the Middle East for various reasons.
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Brad Gerstner discusses the AI market and dismisses bubble concerns.
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Ben Miller explains Fundrise's success in democratizing private market access.
Ben Miller
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Scott and Ed answer listener questions on careers, relationships, and inspiration.
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Aswath Damodaran analyzes corporate lifecycles and the pitfalls of 'growth for growth's sake'.
Aswath Damodaran