Notable Guests
SE
Steve Eisman
2x
HM
Howard Marks
1x
MB
Michael Burry
1x
Recent Episodes
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Steve Eisman warns of an AI spending bubble driven by hyperscaler commitments.
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US Treasury buybacks signal potential bond market shifts.
Scott Bessent
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SaaS stocks like Adobe and Salesforce have fallen significantly.
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Elon Musk discusses the potential AI bubble burst.
Elon Musk
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Analysis of latest 13F filings reveals top investor moves.
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Steve Eisman warns of a potential AI-driven market correction.
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Mohnish Pabrai shares insights on the current stock market.
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Warren Buffett reveals he initiated Berkshire's Google investment.
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Market indicators are at all-time highs, with record S&P 500 inflows.
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Michael Burry makes a significant new bet on a struggling stock.
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Howard Marks calls IPOs of AI companies a 'money-losing bubble'.
Howard Marks
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Elon Musk's path to becoming a trillionaire is explained.
Elon Musk
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SpaceX's S-1 filing is analyzed for its $1.75 trillion valuation.
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New 13F filings show significant portfolio adjustments by top investors.
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The S&P 500 faces extreme concentration in its top 10 companies.
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Warren Buffett explains his significant cash hoarding strategy.