GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. T...
31 Mar 202559min
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’s move to take Endeavor private, and Nike’s latest earnings report. Then Carsten Brzeski, Global Head o...
27 Mar 20251h
Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry
Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Professional Tennis Player Association's lawsuit, and BYD’s new charging technology. Then they analyze German...
24 Mar 202559min
Searching For Value Outside the U.S. — ft. Lyn Alden
Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Bro...
20 Mar 202556min
The S&P 500 Enters Correction Territory
Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked bags, Eric Schmidt’s appointment as CEO of Relativity Space, and the latest developments in Saudi Ar...
17 Mar 202554min
Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)
From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why the United States is considering banning DeepSeek....
13 Mar 20251h 5min
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then anal...
10 Mar 202553min
The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter
Ed and Scott open the show by discussing why European defense stocks surged following Trump's meeting with Zelensky, the announcement of a U.S. crypto reserve, and the latest tariffs targeting Canada ...
6 Mar 20251h
