Scott answers a question about the next economic slowdown, which he thinks is imminent. He also shares his thoughts on what Zoom needs to do to maintain its valuation in a post-pandemic world, why it’s still important to be based near your customers, and what to do if you want to escape the clutches of the Big Five tech companies.
Music: https://www.davidcut ... Show More
Yesterday
China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom
Alice Han and James Kynge start in Taipei, where the government has approved a record $35 billion defense budget for 2027 — an 18.2% jump — coming right on the heels of this year's Han Kuang drills, which mobilized nearly 22,000 reservists and adopted U.S.-style command tactics f ... Show More
47m 18s
May 2022
Turning a Problem into an Opportunity
As a business leader, how do you think about a recession, and what’s your approach? Hint: It’s not the strongest that will survive, but the ones who respond best to change. Kipp and Kieran give tangible advice on what will make or break your business in the next 24 months, compan ... Show More
20m 53s
Oct 2024
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recen ... Show More
54m 58s
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
Apr 2020
Square Working With Government to Speed Up Small Business Payments
Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund ... Show More
28m 15s
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
Dec 2021
As IRL Returns, What Happens to Zoom?
Zoom has been a vital part of our daily lives over the past two years. We’ve used it to meet with co-workers, celebrate family events, and to attend concerts and yoga classes while the world shut down around us. But now that the world is opening back up, people are returning to t ... Show More
31m 36s