Oracle and the AI Boom
Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (...
13 Juni 202430min
How to Greet the Next Bear Market
If everyone else is buying, should you be too? (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by. Then, at (16:10) Alex ...
12 Juni 202425min
What Apple Didn’t Say
It’s not artificial intelligence. It’s Apple Intelligence. (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant...
11 Juni 202430min
We Can Fix You, Southwest
Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup lea...
10 Juni 202431min
Ozempic’s Unknowns
Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”? Johann Hari is the author of the book, “Magic Pill: The Extra...
9 Juni 202436min
Is Multifamily Overbuilt?
Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT i...
8 Juni 202420min
Cybersecurity Soars, Cyclical Stocks Cycle
Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jaso...
7 Juni 202440min
The Big Three Drive All-Time Highs
If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lulule...
6 Juni 202427min
