Navigating The Most Top-Heavy S&P 500 in History
Scott and Ed break down what the deepening alliance between China, Russia, and India means for investors. They then examine the growing concentration of the S&P 500 and why the market looks more fragi...
8 Sep 20251h 8min
How America Goes Broke — ft. Ray Dalio
Ed and Scott are joined by Ray Dalio, global macro investor, founder of Bridgewater Associates, and New York Times bestselling author, who returns to the show to discuss how countries go broke and how...
5 Sep 20251h 7min
Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation
Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google monopoly case. Then Ed and Scott unpack how Africa b...
4 Sep 202538min
Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem
Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kraft Heinz decided to break up. And finally, Ed dives ...
3 Sep 202532min
Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winners and losers from an executive order shutting dow...
2 Sep 202527min
Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi
Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the economy is actually doing. He shares his insights on w...
29 Aug 20251h
Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following the report. Then Ed takes a look at the new puniti...
28 Aug 202536min
Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI
Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, to discuss Trump’s attempted firing of Federal Rese...
27 Aug 202537min
