Episodes
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The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back
Josh remains bullish on Toast because its 189,000-location footprint, cross-selling model, improving earnings, and roughly $2.5 billion quarterly ARR run rate suggest a business larger than its market valuation implies.
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The Bulls Are Trapped with Alex Altmann
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Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI
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How CrowdStrike Could Double ARR by 2030 with George Kurtz
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An Economy So Good No One Can Live In It with Jill Schlesinger
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Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
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How OpenAI Could Cause a US Recession With Steve Eisman
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Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
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This Is Where the Rubber Meets the Road, with Jurrien Timmer
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Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?
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Is Gen Z Completely Cooked? With Ed Elson
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Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?
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Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets
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People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
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Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away
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Tom Lee and Dan Ives Explain Everything
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The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
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Stocks Aren't as Expensive as You Think | WAYT?
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How to Pick Stocks Like Morgan Stanley With Dan Skelly
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Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron
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