Big Trouble or Business as Usual?
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindfu...
9 Aug 202439min
Two Growth Stories
Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could ...
8 Aug 202430min
Another Wild Day in the Market
(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The im...
7 Aug 202430min
“Since When Has The Fed Known Anything about The Economy?”
Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others...
6 Aug 202430min
The Carry Trade, Nikkei, and Your Portfolio
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. (00:21) Jason Moser and Dylan Lewis discuss:...
5 Aug 202428min
Where Marvel Goes Next
After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here? Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest...
4 Aug 202431min
Unit X and the Future of Defense
Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. Chris Kirchoff and Raj Shah are the two men who built that u...
3 Aug 202429min
Big Tech Bets on “Overinvesting”
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. (00:21) Ron Gro...
2 Aug 202440min
