EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs
Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for the auto industry. He then turns to the Trump admin...
2 Okt 202535min
The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025
Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives into Fermi America, a new company going public, an...
1 Okt 202524min
EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward
Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also joins producer Claire Miller to break down why Saud...
30 Sep 202545min
How The AI Economy Could Collapse
Scott and Ed break down a wave of AI spending news. They also discuss the circular deal theory emerging in AI and why it concerns them from an antitrust perspective. Then they unpack data that demonst...
29 Sep 202554min
AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban
Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his take on what happened with Jimmy Kimmel, his thoughts...
26 Sep 20251h 6min
What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading
Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. Then he breaks down the boom in perpetual futures trad...
25 Sep 202523min
$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation
Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emergi...
24 Sep 202528min
What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge
Ed is joined by Peter Harrell of the Carnegie Endowment for International Peace to unpack the economic impact of Trump’s proposed entry fee for the H-1B visa program. Then, Dan Primack, business edito...
23 Sep 202536min
