Episodes
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Is Microsoft’s Office Moat In Trouble?
Claude’s office-style tools may reduce context switching and look more compelling than typical AI demos, but Microsoft’s enterprise relationships, installed software, and ability to copy features make an immediate Office replacement unlikely.
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Nvidia’s Key Man Problem
Nvidia’s unusually concentrated dependence on Jensen Huang makes succession planning an investment issue, especially because the panel could not identify a clear number two despite roughly 60 direct reports.
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A New Catalyst for Coinbase?
Berkshire is spending more on Geico advertising and growth to recover market share, accepting weaker near-term underwriting profitability rather than continuing to fall behind competitors.
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Ice Cube Is Taking the BIG3 Public — And He Wants You to Own a Piece
Ice Cube says BIG3 was created because professional three-on-three basketball filled a market gap for fans who wanted more basketball after the NBA season.
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Tax-Savvy Ways to Support Charities and Family
In 2026, standard-deduction filers can deduct up to $1,000 of direct cash charitable gifts, or $2,000 for joint filers, while itemizers can deduct only giving above 0.5% of AGI.
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Nasdaq In Freefall: Is the AI Trade Ending?
The hosts believe AI spending is not ending, but investors are moving from accepting unlimited CapEx to demanding evidence that the spending will produce returns.
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Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPO
On a panic day, the hosts recommended doing nothing, stepping away from the screen, and waiting for the market to stabilize rather than reacting to daily price movements.
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AMD's Earnings & Why Stocks Are Surging Today
The speakers argued that election certainty, rather than a particular party’s platform, often drives the immediate market rally; long-term investors should not build portfolios around political outcomes.
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Is Apple Losing Its Memory?
AI data centers are outbidding even Apple for memory, making the shortage an unusually serious supply-chain constraint.
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Marvell’s Trillion-Dollar Target
Marvell’s proposed $115 billion, all-stock acquisition of Lumentum is intended to give Marvell in-house optical and manufacturing capabilities that could make it a more direct competitor to Broadcom.
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Three Questions Every Investor Should Ask About Any Management Team
Executives’ proven habits can become liabilities when supply chains, technology, politics, and markets change faster than their assumptions.
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Financial Horror Stories, Vol. 5: The All-Monster Edition
Use a robust retirement-planning tool and test conservative assumptions; Brokamp suggests modeling returns no higher than 8%, personally using 6%, and assuming retirement may occur three years earlier than expected.
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Is Wall Street Turning on AI?
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Alphabet Almost Sets a Record No One Wants
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Is Robinhood Stock Too Expensive?
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SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”
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Anthropic’s $500 Billion Question
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America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
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When to Contribute or Convert to a Roth Account
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Is the AI Bubble Popping?
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