Episodes
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NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book
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Time Heals
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The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings
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All the News That’s Fit to Print
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A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO
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Bears Are Back
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The Dumbest Crash Ever
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Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple
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The Tech Unwind
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Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon
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Ethereum ETFs Are Here
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Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees
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Small Caps Rip
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The Stock Market Votes Trump, Bank Earnings, AI Skeptics
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Is Neil Dutta Too Hot???
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The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks
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Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming
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Jeremy Spoke on TCAF Today
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Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica
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Aggressively Neutral
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