Episodes (Page 5)
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New York Times investigation into David Sacks.
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Money and modern masculinity explored.
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Meta's potential billions on Google AI chips.
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Market volatility and recent financial news.
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Market fear cycle and Nvidia's earnings impact.
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Michael Cembalest discusses J.P. Morgan's AI bubble strategy and potential market corrections.
Michael Cembalest
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Nvidia's earnings are analyzed, questioning if they quell AI bubble concerns.
For Now
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Home Depot's earnings and their economic indicators are unpacked with Joe Feldman.
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Bitcoin's sharp decline and the deepening crypto bear market are analyzed.
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The hosts explore the expensive market and the lack of investment 'hiding places'.
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Aswath Damodaran expresses concerns about market valuations and investor positioning.
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The proposed 50-year mortgage from the Trump administration is analyzed.
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Justin Wolfers unpacks President Trump's proposed $2,000 tariff dividend.
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Paramount's earnings post-takeover and investor reactions are analyzed.
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Red flags at OpenAI and their potential to burst the AI bubble are debated.
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Bradley Tusk analyzes Zohran Mamdani's economic policies for New York.
Bradley Tusk
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Analysis of Palantir's stock drop following Michael Burry's bearish bet.
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Harley Finkelstein discusses Shopify's Q3 earnings.
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Ryan Petersen on navigating tariffs and supply chain challenges.
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Analysis of Big Tech earnings and potential overvaluation.