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
The Madden Curse for Investors
When you get to be a famous investor, it is harder to generate market-beating returns. (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s late...
30 Jul 202429min
McDonald’s Returns to Value
Eaters and investors are both happy to see the $5 value meal on the menu. (00:21) Asit Sharma and Dylan Lewis discuss: - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is w...
29 Jul 202433min
