Can A Podcast Change Southwest Airlines? + The College Consulting Business
Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. ...
21 Okt 202455min
Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show...
17 Okt 202453min
Hindenburg Shorts Roblox + Germany’s Shrinking Economy
Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remedies for the Google antitrust case, and a potential ...
14 Okt 202455min
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark ...
10 Okt 202454min
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red ...
7 Okt 202453min
Unlocking Innovation Through Antitrust Enforcement — ft. Lina Khan
Scott and Ed open the show by discussing China’s stock market surge, Softbank’s investment in OpenAI, and why Gavin Newsom vetoed an AI safety bill. Then Lina Khan, Chair of the Federal Trade Commissi...
3 Okt 202455min
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the...
30 Sep 202446min
Is Jerome Powell Lucky or Good? — ft. Robert Armstrong
Scott and Ed open the show by discussing Qualcomm’s potential acquisition of Intel, Nike’s new CEO, and Microsoft’s deal with Constellation to re-open Three Mile Island. Then Robert Armstrong, US fina...
26 Sep 202456min
