The Rise of Prediction Markets
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at predicti...
26 Apr 202547min
Google Banks Ads, Chipotle Eyes Mexico
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet’s resili...
25 Apr 202540min
Why is Berkshire Hathaway Hoarding Cash?
Warren Buffett’s conglomerate has more cash on the books than any company in history. (00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slo...
24 Apr 202527min
Tesla’s “Moment of Truth”
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. (00:21) Sanmeet Deo and Mary Long discuss: - Poor results from Tesla’s automotive segment. - Whether ...
23 Apr 202535min
Google Faces a Potential Breakup
The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet’s break-up. - General Motor’s big...
22 Apr 202532min
The Market and Fed Chair Powell
Fed independence brings stability, and markets love stability. (00:21) Asit Sharma and Dylan Lewis discuss: - The Trump Administration’s focus on Fed Chair Jerome Powell. - The role of an independ...
21 Apr 202526min
Inside Nvidia’s “Thinking Machine”
“AI wouldn’t exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Cov...
19 Apr 202529min
Management Weighs in on the Macro
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discu...
18 Apr 202540min
