The Power of Optionality

While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the busines...

10 Sep 28min

Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your cale...

10 Sep 19min

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business ...

8 Sep 21min

A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the secon...

7 Sep 28min

If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Ca...

6 Sep 24min

If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Ca...

5 Sep 21min

Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’...

4 Sep 40min

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in c...

3 Sep 25min