Scott answers a question on SoFi’s IPO, plus the record number of Fintech companies going public. He also shares his thoughts on whether Apple should acquire Neeva and make it its default search engine. Scott then gives dating advice to the young and single in an era of dating apps, and tells us how to navigate working in an industry that challenges our valu ... Show More
Oct 30
The Week: The Death of the Old GOP, Housing’s Incumbent Problem, and the Numbers Anthropic is Hiding
George Hahn connects the dots across the week's biggest stories: why the most expensive midterm on record may prove political spending doesn’t work, how existing homeowners control what gets built, and why a “Big Short” investor isn’t buying Anthropic’s IPO. We’d love your feedba ... Show More
24m 53s
May 2025
Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 23s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
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 brea ... Show More
53m 5s
Sep 2024
Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy
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. ... Show More
53m 28s
Sep 2024
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
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 wi ... Show More
46m 17s
Mar 2025
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ... Show More
53m 46s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
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 exami ... Show More
52m 16s
Oct 2024
Can A Podcast Change Southwest Airlines? + The College Consulting Business
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 i ... Show More
55m 3s
May 2019
Quick Takes on Uber, Apple/Qualcomm, Pinterest, Brexit, and More
Youngme Moon, Felix Oberholzer-Gee, and Mihir Desai offer short takes on six different topics, including: Uber’s S-1, Apple and Qualcomm settling their lawsuit, Pinterest’s prospects as a public company, Brexit, and the best TV shows about business.Some recent picks:Sec.gov (to d ... Show More
31m 58s