Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:
A sales slowdown The Home Depot.
Why the home retailer has “an incredibly high” return on invested capital.
Credit downgrades for regional banks.
Mic ... Show More
Yesterday
SpaceX Goes on $60 Billion AI Buying Spree
SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case. Travis Hoium, Lou Whit ... Show More
15m 20s
Apr 21
Tim Cook Steps Aside – What's Next for Apple
It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest challenges and opportunities for the n ... Show More
23m 55s
Sep 2021
CalSTRS CIO Weighs in on the Fed, Stocks and Bonds; Cashing In on a Massive Wall Street Bet; Go Big Or Go Home: Craig Johnson's Best Ideas for Q4
CalSTRS CIO Chris Ailman gives his exclusive take on the Fed, possible rate hikes and the state of the markets and economy. Plus, RBC Capital Markets' Amy Wu Silverman discusses a big bet on the options market by a trader in recent days. And our special series "Go Big Or Go Home" ... Show More
45m 9s