Episodes (Page 3)
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Steve Eisman discusses market highs and conditions for a top.
Ryan Petersen
Steve Eisman
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Alex Heath discusses Apple's legal fight with OpenAI and the potential impact of a preliminary injunction.
Alex Heath
Nicolas Owens
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Michael Green discusses leverage in Aschenbrenner's fund collapse and its impact on semiconductor ETFs.
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Leveraged ETFs amplified volatility in South Korea, highlighting risks for investors.
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Brian Schimpf discusses AI's role in defense and its ethical deployment.
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Jim Chanos discusses AI market risks, comparing current trends to the dot-com bubble's late stages.
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Microsoft's strong earnings contrast Meta's decline, signaling a potential AI narrative shift.
Gil Luria
Mike Gapen
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Torsten Sløk analyzes the tech sell-off and market direction, advising on diversification beyond AI.
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China's open AI models are gaining momentum, raising concerns about the U.S. losing its lead.
Vishy Tirupattur
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Scott Galloway and Ed Elson discuss Big Tech's off-balance-sheet AI obligations and investor risks.
Ed Elson
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Noah Smith discusses AI's impact on the economy and potential wealth inequality solutions.
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AI companies accumulate significant debt, often hidden from balance sheets.
Karim Bousta
Scott Devitt
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New tariffs on Canada discussed, potential for more trade chaos.
Peter Harrell
Rohan Goswami
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Ed Elson and Matt Smith discuss Iran conflict's impact on oil prices and potential gas price hikes.
Charlie O'Neill
Matt Smith
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Scott Galloway and Ed Elson analyze OpenAI's recent turmoil.
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Mike Novogratz explains crypto's struggles and future industry outlook.
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Analyzing SpaceX's stock drop below IPO price.
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Analyzing the latest inflation report with Mark Zandi.
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Ed Elson and Alex Kantrowitz discuss Apple's lawsuit against OpenAI.
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SpaceX's stock performance and analyst price targets are discussed, with concerns about research conflicts.