Episodes (Page 9)
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Unraveling global order and catastrophic risks.
Aswath Damodaran
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Supreme Court ruling against Trump's tariffs analyzed.
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Chinese AI launches and their competitive edge.
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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
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Katie Martin from Financial Times breaks down Trump TACO impact on investor navigation and strategy
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Fed's rate path and dollar decline analyzed with Michael Gapen, Chief U.S. Economist at Morgan Stanley
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EU-India free trade deal implications discussed with Liz Hoffman from Semafor
From U.S
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Gold hitting $5,000 milestone and market fears discussed with Robert Armstrong from Financial Times
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Scott shares ground perspective from Davos with key takeaways and memorable speeches