A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, join...
3 Apr 202555min
GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. T...
31 Mars 202559min
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’s move to take Endeavor private, and Nike’s latest earnings report. Then Carsten Brzeski, Global Head o...
27 Mars 20251h
Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry
Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Professional Tennis Player Association's lawsuit, and BYD’s new charging technology. Then they analyze German...
24 Mars 202559min
Searching For Value Outside the U.S. — ft. Lyn Alden
Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Bro...
20 Mars 202556min
The S&P 500 Enters Correction Territory
Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked bags, Eric Schmidt’s appointment as CEO of Relativity Space, and the latest developments in Saudi Ar...
17 Mars 202554min
Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)
From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why the United States is considering banning DeepSeek....
13 Mars 20251h 5min
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then anal...
10 Mars 202553min
