SoftBank Dumps Nvidia for OpenAI & Reward Cards No Longer Accepted?
Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merch...
12 Nov 202527min
Author Michael Lewis on 10 Years of “The Big Short," AI Bubble, and Sports Gambling
Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares ...
11 Nov 202537min
Is OpenAI Too Big to Fail? & Shutdown Takes Step Towards End
Episode 710: Toby and Kyle discuss whether OpenAI is becoming too big to fail as there’s been rumblings about a government backstop for its AI-fueled debt. Then, President Trump proposes a 50-year mor...
10 Nov 202527min
Musk Wins His $1 Trillion Pay Package & October Layoffs Hit 22-Yr High
Episode 709: Neal and Toby discuss a report that showed October was the worst month for layoffs in over 20 years. Then, Elon Musk prevails in the battle over this $1 trillion pay package. Meanwhile, E...
7 Nov 202531min
FAA Slashes 10% of US Flights & Data Centers in Space?
Episode 708: Neal and Toby dive into the ripple effects of the now longest US government shutdown in history. Then, Whole Foods is experimenting with some new store concepts that include robot power a...
6 Nov 202530min
What Mamdani's Win Means for Wall Street & Tariffs Head to the Supreme Court
Episode 707: Neal and Toby recap Zohran Mamdani’s victory to become the next mayor of NYC and how Wall Street is reacting. Then, the Supreme Court hears arguments to decide whether Trump’s sweeping ta...
5 Nov 202528min
Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads
Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of...
4 Nov 202528min
Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?
Episode 705: Neal and Toby discuss the ‘k-shaped’ economy where wealthy Americans are spending like nothing’s wrong, while lower-income earnings are pulling back their spending. Then, Disney pulls its...
3 Nov 202527min
