Afleveringen
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Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving the strategy at the DOE and how he handles the office’s $400 billion loan authority. He shares why people are choosing clean energy over natural gas (hint: it’s not just about climate change) and explains why diversification is the key to reliable energy. Finally, he breaks down what he thinks the DOE will look like under the Trump administration.
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Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT to take its business to the woodshed and why he thinks the ed tech company’s bonds could make for a lucrative investment. He and Ed consider how fears of AI’s negative impact on certain sectors may have been overstated. Finally, they discuss the newly proposed Department of Government Efficiency and highlight one potential benefit it could bring to the nation.
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Zijn er afleveringen die ontbreken?
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Scott and Ed open the show with the Fed’s rate cut decision, the surge in the global cryptocurrency market, and Shopify’s third quarter earnings. Then Josh Brown returns to the show to identify how the financial landscape could evolve under Trump’s second term. He shares how he thinks hyperscalers, small-cap stocks, and crypto will be impacted and explains why traditional media may face struggles in a changing political environment. Finally, he provides a roadmap for navigating an era where wealth and influence will be paramount.
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Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see the biggest gains and losses under the Trump administration. They also discuss which regulators will survive the Trump administration and explain what the market is telling us about the future of housing prices.
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Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises Trump will or won't keep, share what he thinks about Elon’s role in the campaign, and predict who will be in Trump’s cabinet. He also offers his thoughts on the betting markets and what will happen to Donald Trump Media stock.
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Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also examine the shifting media landscape and explain why advertisers have been cutting their spending on legacy media. Finally, Scott offers his prediction for the Presidential election.
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Scott and Ed open the show by discussing Governor Newsom’s proposal to increase tax incentives for movie production in California, Boeing’s stock sale, Robinhood’s new election contracts, and the volatility in Trump Media’s stock. Then Aswath Damodaran returns to the show to map out the road ahead for some of the “fallen angels,” including Nike, Starbucks, Estée Lauder, Boeing and Intel. He discusses his philosophy on succession planning, shares his thoughts on Tesla’s most recent earnings, and breaks down how he’s thinking about the upcoming election as an investor.
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Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s deceleration in growth in the first half of the year. Then Scott explains down why he thinks, despite the disappointing earnings, Boeing could be a buy. He and Ed also discuss why the pension plan is the biggest sticking point in negotiations for the striking workers. Finally, they break down Perplexity’s latest funding round and Ed explains why he’s not so bullish on the company.
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Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry.
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Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have become the premier way to monetize attention. Finally, Ed and Scott discuss the college consulting industry and explain why they think the business will only continue to grow.
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Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show to break down the latest fiscal policies coming out of China. She also shares how she thinks about investing in Chinese markets, discusses the likelihood that China will invade Taiwan, and explains why China’s trade surplus is causing problems for the country.
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Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remedies for the Google antitrust case, and a potential delay in Cerebras Systems’ IPO. Then they break down Hindenburg’s accusations against Roblox and discuss why its business model is so problematic. Finally, they break down Germany’s economic issues and why the country’s lack of spending might be the root cause of its problems. For our take on the Tesla robotaxi event and the stock’s resulting drawdown, tune in on Thursday.
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Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recent jobs data and why he’s confident that the Fed has stuck the landing. He also shares which Presidential candidate he thinks would be better for the economy. Finally, he breaks down where he thinks the housing market is headed and offers a solution to the housing affordability crisis.
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Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike’s earnings and break down why Nike’s dependence on its brand might have led to its downfall.
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Scott and Ed open the show by discussing China’s stock market surge, Softbank’s investment in OpenAI, and why Gavin Newsom vetoed an AI safety bill. Then Lina Khan, Chair of the Federal Trade Commission, joins the show to discuss the need for regulation in big tech and the connection between inflation and the concentration of industries. She also breaks down how the FTC analyzes mergers and acquisitions, and explains how the FTC measures consumer harm.
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Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated with retail consumers. He also advises current Palantir employees on what he thinks they should do with their stock options. Finally, Scott and Ed break down the Longshoremen’s demands and discuss the impact a potential strike could have on the economy.
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Scott and Ed open the show by discussing Qualcomm’s potential acquisition of Intel, Nike’s new CEO, and Microsoft’s deal with Constellation to re-open Three Mile Island. Then Robert Armstrong, US financial commentator for the Financial Times, joins the show to discuss the Fed’s interest rate decision. He explains why he wasn’t surprised about the Fed’s 50 basis point cut and why he thinks the Fed’s optimistic view on inflation is justified. Finally, he breaks down Intel’s fall from grace and gives his perspective on Trump and Harris’ economic plans.
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Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastructure fund, and Instagram’s new teen accounts. Then Scott and Ed share their reactions to Lionsgate’s partnership with an AI company. Scott also offers advice to anyone in Hollywood whose job could be threatened by AI. Finally, they discuss the benefits of Amazon’s new return to work policy but explain why flexibility for certain employees is very necessary.
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In this special conversation, Scott and head of TED Chris Anderson dive deeper into Scott’s explosive recent TED Talk, which has been seen by millions and ignited conversations about what he calls “the great intergenerational theft,” or how older generations are stealing prosperity from the young. With razor-sharp insights on the skyrocketing cost of housing, the mental health crisis created by social media, reckless government spending and more, Scott explores bold solutions to the most pressing issues facing young people — and delivers a few spectacular rants along the way. If you’ve already seen Scott's TED Talk, skip ahead to 20:25. This is an episode from TED Talks Daily, a daily podcast to spark your curiosity, from TED. Find more TED Talks Daily wherever you get your podcasts.
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Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debate and breaks down business learnings from Kamala Harris’ performance. Ed predicts which stocks he thinks will benefit most from the Presidential race. Finally, Scott and Ed discuss a proposed sovereign wealth fund and explain why it seems unnecessary for the U.S. to have one.
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