Live from FoolFest 2024!
We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests. (0:49) Matt Argersinger and Andy Cross discuss: - Why...
15 Jul 202425min
Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones
Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China. Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is...
14 Jul 202427min
A Sea Change of Mass Cognition
Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up wit...
13 Jul 202426min
The Big Macro Gets Bigger
The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more...
12 Jul 202440min
The Other Risk Powell Is Watching
Fed Chair Jerome Powell is keeping tabs on commercial real estate. (00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month. ...
11 Jul 202429min
"Two Things Can Be True"
The market may be overvalued, but some stocks are underpriced. (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might...
10 Jul 202429min
Paramount Has a Buyer
A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal. (00:21) Jason Moser and Ricky Mulvey discus...
9 Jul 202430min
Americans are Flying, Airline Stocks are Not
(00:21) Asit Sharma and Dylan Lewis discuss: - How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand. - Eli Lilly’s...
8 Jul 202428min
