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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Amazon and Disney See Ad Dollars

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser ...

10 Jan 202540min

The Future According to Jensen Huang

The Future According to Jensen Huang

It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self...

8 Jan 202530min

The WWE's Premiere on Netflix

The WWE's Premiere on Netflix

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The b...

7 Jan 202533min

How To Get Started Investing

How To Get Started Investing

If your resolution involves the word “investing,” you’ve come to the right place. Mary Long talks with a handful of Fools and analysts about: Investing origin stories. Recommended materials for a D...

7 Jan 202531min

Unbundle, Re-Bundle, Sell Ads

Unbundle, Re-Bundle, Sell Ads

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push in...

6 Jan 202525min

OpenAI’s Magic Number? $100B

OpenAI’s Magic Number? $100B

Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI. (00:45) Asit Sharma and Bill Mann discuss: - Microsoft and OpenAI’s odd...

3 Jan 202540min

2025 Goals: Invest Better, Budget Smarter

2025 Goals: Invest Better, Budget Smarter

Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pocke...

2 Jan 202533min

2024’s Winners and Losers

2024’s Winners and Losers

The S&P 500 finished the year up about 24%, more than double the index’s average annual return. (00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss: - What most of t...

31 Dec 202425min

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