Nvidia’s Blowout & an E-Shaped Economy 8/27/26
Nvidia reported a blowout quarter, issuing optimistic revenue guidance that’s pushing the stock higher. CNBC’s Kristina Partsinevelos discusses CEO Jensen Huang’s comments after the report and the res...
27 Aug 37min
Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26
Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and ...
26 Aug 46min
Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26
Legendary investor Stanley Druckenmiller has penned a sharp op-ed criticizing Treasury Secretary Scott Bessent’s new bond buyback strategy. In “Operation Economic Outcast,” President Trump is attempti...
25 Aug 41min
USTR Jamieson Greer & a GPU Lifecycle 8/24/26
After the U.S. treasury yields surged to levels not seen in nearly 20 years, U.S. Treasury Secretary Scott Bessent announced that the Treasury would double the size of its government debt repurchases....
24 Aug 42min
Debating a California Wealth Tax & Adding AI to Therapy 8/21/26
Proposition 40, a proposed wealth tax in California, has sparked heated debate among investors, tech founders, and billionaires. Venture capitalist Ben Narasin argues that the tax and the solutions pu...
21 Aug 35min
U.S. Debt, Data Centers in the Midterms, & Coinbase CEO 8/20/26
The morning after crypto and tech leaders met President Trump at the White House, attendee and Coinbase CEO Brian Armstrong discusses the Clarity Act vote in September. Armstrong is optimistic that cr...
20 Aug 37min
Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26
Shares of Moderna and Merck are surging on positive results from a Phase 3 trial of a groundbreaking cancer treatment. After a decade in development, individualized mRNA “vaccines” and established can...
19 Aug 42min
AI “Genies” & Hims & Hers CEO Andrew Dudum 8/18/26
In an exclusive, rare interview, CEO and co-founder of Hims & Hers Andrew Dudum sits down with Andrew Ross Sorkin. Dudum maps out his vision for an AI-enabled American healthcare system, comments on t...
18 Aug 54min
