Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars

Patrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targe...

13 Jul 1h 10min

Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He ...

10 Jul 1h 5min

Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss ...

9 Jul 30min

Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to...

8 Jul 33min

Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the sho...

7 Jul 34min

Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss why they don’t think there’s any justification for...

6 Jul 1h 5min

Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone...

5 Jul 1h

Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, a...

3 Jul 1h 1min