ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)
Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks d...
18 Marras 202450min
The Bitcoin Presidency & The Dawn of a New Robber Baron Era — ft. Josh Brown
Scott and Ed open the show with the Fed’s rate cut decision, the surge in the global cryptocurrency market, and Shopify’s third quarter earnings. Then Josh Brown returns to the show to identify how th...
14 Marras 202455min
Winners and Losers Under Trump’s Second Term
Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sector...
11 Marras 202451min
Trump Wins — ft. Anthony Scaramucci
Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises...
7 Marras 20241h 5min
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings a...
4 Marras 202452min
Third Quarter 2024 Review — ft. Aswath Damodaran
Scott and Ed open the show by discussing Governor Newsom’s proposal to increase tax incentives for movie production in California, Boeing’s stock sale, Robinhood’s new election contracts, and the vola...
31 Loka 202456min
Perplexity’s Fourth Funding Round + Lessons From Boeing in Long-Term Thinking
Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s deceleration in growth in the first half of the year. Then S...
28 Loka 202447min
Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strateg...
24 Loka 202452min
