Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Mi...
3 Feb 202554min
Winners and Losers After DeepSeek — ft. Robert Armstrong
Scott and Ed open the show by discussing the stock market’s reaction to DeepSeek’s arrival, a record in private equity stake sales, and the rising unemployment rate among recent MBA graduates. Then Ro...
30 Jan 202559min
Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative...
27 Jan 202551min
$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield
Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year for investment in global ETFs. Then Rich Greenfield...
23 Jan 202555min
The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since...
20 Jan 202547min
LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin
Scott and Ed open the show by discussing Kalshi’s decision to appoint Donald Trump Jr. as its new advisor, a decline in tipping across America, and the economic impact of the wildfires in Los Angeles....
16 Jan 202558min
The DOJ’s Landlord Lawsuit + Can Trump Buy Greenland?
Scott and Ed open the show by discussing Anthropic’s upcoming funding round, a huge drawdown in quantum stocks, and Getty Images’ acquisition of Shutterstock. Then Scott breaks down the Department of ...
13 Jan 202552min
Money for Couples — ft. Ramit Sethi
Scott and Ed open the show by discussing the Surgeon General’s report linking alcohol and cancer, the ongoing ski patrol strike at Park City Resort, and Meta’s new board members. Then Ramit Sethi, bes...
9 Jan 202558min
