The Year of Concentration, Crypto, China

The Year of Concentration, Crypto, China

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally. (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024. - The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade. (19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers - James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/ (34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield Stocks discussed: NVDA, NBIS, FYLD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(2370)

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual re...

21 Loka 23min

GE & GM Earnings and Deals, Deals, Deals

GE & GM Earnings and Deals, Deals, Deals

Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquis...

20 Loka 23min

Investors Shoot for the Moon

Investors Shoot for the Moon

Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements rega...

19 Loka 24min

Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones

Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones

Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from ...

18 Loka 32min

10 Tips for Harvesting Investment Losses

10 Tips for Harvesting Investment Losses

Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i...

17 Loka 16min

Flying Cars, Smart Homes, and Cracks in the AI Boom

Flying Cars, Smart Homes, and Cracks in the AI Boom

Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying ca...

16 Loka 38min

Is Berkshire Bending the Rules With Bending Spoons?

Is Berkshire Bending the Rules With Bending Spoons?

When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital a...

15 Loka 23min

Can Apple Take Over Your Home?

Can Apple Take Over Your Home?

Apple is making a new push into smart homes, but will consumers pay premium prices for products they can already get elsewhere? ASML’s latest earnings highlight booming AI chip demand and the limitati...

14 Loka 16min

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