Markets Love Certainty

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) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Disney’s Streaming Surprise, Telemedicine Mergers, and Operation HOPE

Disney’s Streaming Surprise, Telemedicine Mergers, and Operation HOPE

Disney’s streaming service gets the job done. Wayfair crushes expectations. Arista Networks sells off despite beating expectations. Square gets a boost from the Cash App. Teladoc and Livongo Health en...

7 Aug 202039min

Making Solomon’s Paradox Work for You

Making Solomon’s Paradox Work for You

Solomon’s Paradox, the ability to think more sensibly about other people’s problems than our own, is common. In her book Weird: The Power of Being an Outsider in an Insider World, Olga Khazan shares h...

4 Aug 20202min

Revenge of the Big Tech Stocks

Revenge of the Big Tech Stocks

Amazon, Apple, and Facebook all rise on their latest earnings reports. Alphabet 2nd-quarter makes history, but not in a good way. PayPal and Teladoc Health hit all-time highs, while Visa and Mastercar...

31 Juli 202039min

The Case for Breaking Up Big Tech

The Case for Breaking Up Big Tech

Scott Galloway is a professor at NYU Stern and author of the best-selling book The Four: The Hidden DNA of Apple, Amazon, Facebook, and Google. As the CEOs of those four businesses get ready to head t...

28 Juli 20203min

Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Cola’s CEO...

24 Juli 202039min

Michael Lewis on the Two Men Who Changed Our Minds

Michael Lewis on the Two Men Who Changed Our Minds

Other than their fields of study Daniel Kahneman and Amos Tversky could hardly be more different. In The Undoing Project: A Friendship that Changed Our Minds, best-selling author Michael Lewis shares ...

21 Juli 20202min

Twitter’s Hack, Silicon Valley’s Changing Landscape

Twitter’s Hack, Silicon Valley’s Changing Landscape

The FBI investigates a major Twitter hack. Netflix sells off on earnings. Domino’s serves up strong sales growth. Banking software company nCino has a big Wall Street debut. Pepsi gets a boost from sn...

17 Juli 202039min

Forget Networking. Ask This One Question.

Forget Networking. Ask This One Question.

“Marketplace Radio” host Tess Vigeland walked away from her job with no idea what was next. In her subsequent book, Leap: Leaving a Job with No Plan B, to Find the Career and Life You Really Want, she...

14 Juli 20202min

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