What Wall Street Got Wrong About Iran
Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss ...
9 Heinä 30min
Why The World Is Spending More On War
Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to...
8 Heinä 33min
SpaceX Just Got Fast-Tracked Into Your Portfolio
Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the sho...
7 Heinä 34min
OpenAI Wants A Government Bailout
Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss why they don’t think there’s any justification for...
6 Heinä 1h 5min
Healthcare is Broken—This Company Wants to Fix It
Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone...
5 Heinä 1h
Tom Lee's Case for S&P 8,000 Has One Big Catch
Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, a...
3 Heinä 1h 1min
The AI Trade Just Got A Warning From Meta
Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s l...
2 Heinä 41min
Chip Stocks Are On Fire — Will It Last?
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spi...
1 Heinä 31min
