Another Wild Day in the Market
(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The im...
7 Aug 202430min
“Since When Has The Fed Known Anything about The Economy?”
Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others...
6 Aug 202430min
The Carry Trade, Nikkei, and Your Portfolio
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. (00:21) Jason Moser and Dylan Lewis discuss:...
5 Aug 202428min
Where Marvel Goes Next
After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here? Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest...
4 Aug 202431min
Unit X and the Future of Defense
Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. Chris Kirchoff and Raj Shah are the two men who built that u...
3 Aug 202429min
Big Tech Bets on “Overinvesting”
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. (00:21) Ron Gro...
2 Aug 202440min
Chips, Glorious Chips!
Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you shoul...
1 Aug 202430min
“Here’s Your Unicorn Drink. Now Get Out.”
Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain. Then...
31 Jul 202427min
