Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments...
14 Okt 202534min
The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valua...
13 Okt 20251h 14min
How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards
Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation about what happens to a $30 trillion economy when data ...
10 Okt 20251h 13min
xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs
Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t phased the markets. Then, Ed is joined by Alice Han, ...
9 Okt 202529min
Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years
Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to Japan’s likely new prime minister and the outlook ...
8 Okt 202530min
AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in on some updates from OpenAI’s DevDay 2025. Then, he ...
7 Okt 202538min
The Great Sloppification of OpenAI
Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exploring why deal sizes are exploding and smaller com...
6 Okt 20251h 7min
What Happens if the Fed is Compromised — ft. Claudia Sahm
Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s independence. Claudia weighs in on the health of the U.S....
3 Okt 202544min
