Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Nov 2023
Office Hours: Valuing Etsy’s Stock, Tips for Naming Your Business, and How to Ask for a Promotion or Raise at Work
Scott gives his thoughts on Etsy, specifically its potential as both an investment opportunity and as a business. He then offers advice to a listener struggling with naming their business. He wraps up with guidance on how to approach seeking a promotion or raise at work.
Music: ... Show More
16m 19s
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
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
Feb 2025
Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on DeepSeek, and the controversy surrounding Javier Milei’s promotion of a memecoin. Then Kyla Scanlon, author of “In This Economy? How Money and Markets Really Work”, returns to the show to ... Show More
43m 28s
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
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?
(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker ... Show More
<p>In this episode of the Canadian Investor Podcast, we talk about:</p> <ul> <li aria-level="1">Google delaying the removal or tracking cookies and the impact on The Trade Desk</li> <li aria-level="1">Visa acquiring open banking platform Tink</li> <li aria-level="1">Etsy acquirin ... Show More
