Shopify’s Comeback Story
The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive suppli...
12 Nov 202431min
The Antidote to Euphoria? Normal.
When companies or crypto go parabolic, force yourself to think: what does normal look like? (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, ...
11 Nov 202434min
“Pretty soon we’ll all be trillionaires, or whatever.”
While the storylines in crypto have gone quieter, coin prices have not. Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a c...
10 Nov 202428min
What’s Exciting About Superintelligence?
Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificia...
9 Nov 202426min
The Election, The Fed, and What’s Next
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from al...
8 Nov 202440min
Two Growth Stocks Hit a Snag
Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market...
7 Nov 202421min
Markets Love Certainty
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20)...
6 Nov 202424min
Smart Money ≠ High Returns
A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir’s impressive results....
5 Nov 202429min
