U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to become Intel’s largest shareholder. Then, Ed breaks down...
26 Elo 202535min
AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then ...
25 Elo 20251h 1min
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damod...
8 Elo 20251h 4min
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research a...
7 Elo 202537min
Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareholders have filed a class action suit against the co...
6 Elo 202533min
Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again
Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware, returns...
5 Elo 202529min
Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the market is reacting to capex spending and what that tell...
4 Elo 20251h 8min
The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks down how markets are responding to tariffs, where h...
1 Elo 20251h 1min
