Aug 23
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
Aug 20
TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for t ... Show More
1h 15m
Aug 16
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated great returns for the Intrins ... Show More
1h 27m
Feb 2021
SpaceX vs Blue Origin | To Infinity And Beyond | 7
As the Space Race moves into the present day, Elon Musk recoups SpaceX’s losses and edges ahead of Blue Origin.But now his competition is coming not just from Jeff Bezos, but from like-minded dreamers in Russia and China. For more on the coming battle for space supremacy, we spea ... Show More
22m 23s
Nov 2025
Quantum Computing… In Space!
We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket. ... Show More
19 m
Oct 2019
The Race for Space, and the Invasion of the Electric Scooters
Does Space represent a real economic opportunity or are expensive endeavors like SpaceX a form of billionaire hubris? Youngme Moon , Felix Oberholzer-Gee , and Mihir Desai discuss the Race for Space, before debating the viability of the electric scooter market in cities around th ... Show More
33m 33s
Jun 2021
Bezos, Musk, and the Race for Space
Nike just does it. Google delays removing cookies. Visa makes a big buy. Peloton ventures into wearables. Accenture surges on earnings. And FedEx stumbles. Motley Fool analysts Andy Cross, Emily Flippen, and Jason Moser weigh in on those stories and share a couple of stocks on th ... Show More
39m 10s
Sep 2025
Jobs, AI, & Elon Musk’s Trillion Dollar Payday
The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - This week’s jobs data - Anthropic’s funding - Google antitrust ... Show More
42m 1s
Oct 2024
Can a Time Traveler Beat the Market?
Even knowing the headlines, could you predict which way stocks and treasuries would move?
(00:21) Bill Mann and Dylan Lewis discuss:
- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.
- Officials ... Show More
31m 11s
Sep 2025
EV and Autonomy State of the Union
Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Waymo’s rapid expansion - Rivian breaks ... Show More
22m 17s
May 2020
“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.
Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to space. Amazon is making moves to invest in local news and sports podcasts because it wants to make “The Audio Wars” a thing. And stocks are up as the economy reopens, but this kinda fe ... Show More
20m 47s
Jul 2021
Virgin Galactic Reaches New Heights (Podcast)
Laura Forczyk, Space Analyst and Owner of Astralytical, NASA Subject Matter Expert for planetary science missions, and author of "Rise of the Space Age Millennials," talks about the Virgin Galactic space flight. David Kotok, Co-Founder and CIO of Cumberland Advisors, discusses th ... Show More
27m 5s
In today’s episode, Trey Lockerbie welcomes back Ben Claremon and Eugene Robin from Cove Street Capital. They quickly touch on the performance of Lumen Technologies, a stock they pitched on our show back in December 2020, whose price subsequently has risen 50% in Q1. But for this episode, Claremon and Robin mainly discuss the Race to Space and their position ... Show More
