Episodes
-
Crowdstrike and the $250 Billion Opportunity in Cybersecurity
Cybersecurity is now considered a necessity rather than a luxury, crucial for business operations across various sectors.
-
Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance
The current state of tariffs and market reactions is closely intertwined, influencing investor sentiment and corporate earnings guidance.
-
Bloodbath
The current market sentiment is one of caution, with significant stock sell-offs prompting discussions on risk management and investment strategies.
-
Liberation Day, Goldman Gets Bearish, Falling Knives
Liberation Day marks significant economic policy changes that may affect markets long-term.
-
The World According to Joe Lonsdale
AI is viewed as a transformative force in entrepreneurship, expected to enhance productivity and growth in various sectors.
-
Greed Is Good
Quality concerns in the tequila industry arise due to increasing demand pushing companies to compromise traditional production methods.
-
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
Understanding what NOT to do in investing can be just as crucial as following positive advice.
-
Correction Territory
Understanding market trends, particularly momentum stocks, is vital for making informed investment decisions.
-
Big Market Delusion
The current market environment presents both risks and opportunities for long-term investors, particularly in emerging market and small-cap value stocks.
-
S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook
The U.S. market is experiencing one of its fastest corrections, heavily influenced by tech stock performance.
-
Tom Lee to the Rescue
Stephanie Link's influence on Wall Street showcases the power of networking and respect among financial professionals.
-
Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs
Political events are heavily influencing market conditions, particularly through tariffs affecting trade relations.
-
Price-Chasing Donkey
Jamie reflects fondly on his time in the Navy, emphasizing the transition from military operations during the Cold War to modern economic strategies.
-
Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
Economic data is showing potential signs of decline, raising concerns about job losses and inflation.
-
Live in Naples with Brian Belski
Market pullbacks are typical in cyclical bull markets, highlighting the need for investor resilience.
-
Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress
European and Chinese stocks are currently outperforming US stocks, indicating a shift in investor interest towards international markets.
-
It’s Not the Money, It’s the Mood
Josh and Robert emphasize that education's real-world applications can significantly influence career paths, as demonstrated by Robert's own journey through life.
-
Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber
David Adelman's journey from starting as a child worker in real estate to becoming a prominent business leader illustrates the power of seizing opportunities and continuous learning.
-
Stock Shortage
The culture at T. Rowe Price is centered on long-term fundamental research, enabling them to navigate the pressures of passive investing.
-
Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
Markets are accustomed to tariff announcements from Trump, suggesting a strategic focus remains pertinent for investors.
Follow this show on AudioBrevity and new episodes get summarized for you. Create a free account