Episodes (Page 4)
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Surging popularity and nature of prediction markets.
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Nvidia and Salesforce earnings reveal market anxiety.
Gil Luria
Ian Bremmer
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Citrini Research post causes software stock freefall.
Josh Brown
Robert Armstrong
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Trump's new tariffs and Supreme Court refund decision.
Peter Harrell
Ryan Petersen
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Boring stocks outperform Big Tech; recession-proof debate.
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Supreme Court ruling against Trump's tariffs analyzed.
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Unraveling global order and catastrophic risks.
Aswath Damodaran
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Chinese AI launches and their competitive edge.
Alice Han
Robin Brooks
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Warner Bros. Discovery invites Paramount back to bid.
Alex Heath
Rohan Goswami
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January inflation data misleading; Mark Zandi explains economic factors.
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Eswar Prasad discusses global economic unraveling and the 'Doom Loop'.
Eswar Prasad
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January jobs report shows worst hiring since 2003.
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Google's massive bond sale and Oracle stock upgrade discussed with Gil Luria from D.A. Davidson
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Software sector selloff and Amazon earnings analyzed with Robert Armstrong from Financial Times
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Software selloff unpacked with Scott and Ed identifying potential buying opportunities
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Neera Tanden from Center for American Progress discusses affordability crisis under Trump administration
Neera Tanden
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Google's earnings and doubled capital expenditure implications discussed with Scott Devitt from Wedbush Securities
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SpaceX's acquisition of xAI and its $1.25 trillion implications discussed with Edward Ludlow from Bloomberg
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Kevin Warsh's Federal Reserve nomination discussed with Mark Zandi, Chief Economist at Moody's Analytics
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Major tech earnings from Microsoft, Meta, Tesla, and Apple analyzed by Scott and Ed