Today
The Week: How Leverage Broke the AI Trade
George Hahn connects the dots across the week’s biggest stories: how leverage brought down one of the hottest AI hedge funds, why South Korea’s market crash offers a warning for American investors, and what Sam Harris teaches us about attention, anxiety, and the pursuit of happin ... Show More
17m 2s
Aug 5
The Basics of Financial Security + Can American Small Business Compete Again?
Scott Galloway lays out the financial basics that come before investing, tells a small manufacturer when to consolidate, sell, or move upstream, and explains why dating in your forties works better offline. Want to be featured in a future episode? Send a voice recording to office ... Show More
24m 41s
Jan 2025
$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield
Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year for investment in global ETFs. Then Rich Greenfield, Partner and Media & Technology Analyst at LightShed Partners, joins the show t ... Show More
55m 9s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s
Feb 2025
Is Breaking Up Intel The Right Move? + The New Gold Rush
Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bitcoin. Then Josh unpacks the potential breakup of In ... Show More
58m 48s
Sep 2020
Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)
This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill Sweet weighs in. Plus, Josh's take on the explosive Snowfl ... Show More
1h 36m
Apr 2025
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More
58m 57s
Apr 2025
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish
Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. m ... Show More
53m 32s
May 2025
Why the U.S. Can’t Break Up with China — ft. Alice Han
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war ... Show More
1 h
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
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Trump’s potential tariffs on China.
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<p>Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
