Breaking Up is Hard to Do: It's Not Me, It's You

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dylan Lewis discuss: - HIMS taking a big swing at the...

10 Helmi 202530min

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Market...

8 Helmi 202548min

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon...

7 Helmi 202540min

Two things can be true. (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - ...

6 Helmi 202528min

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them work...

5 Helmi 202533min

Think you know how the trade wars will shake out? Don’t bet on it. (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from ...

4 Helmi 202527min

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administratio...

3 Helmi 202533min

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But w...

1 Helmi 202530min