The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:
Proposals for the US to develop a sovereign wealth fund
The activist battle at Southwest Airlines
Why Campbell’s dropped the “soup”
Then, (13:52) Robert “Bro” Brokamp continues a two-part int ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
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
Aug 2025
Can Southwest Airlines Survive? | Bumpy Skies Ahead | 3
Southwest Airlines announced some big changes recently, and customers of the “Love Airline” are not feeling it. Joe Guinto, a business reporter who wrote this season, joins David to discuss the airline’s next steps, and what it’ll take to keep fans and employees loyal. Later, Ban ... Show More
39m 52s
Aug 2025
Can Southwest Airlines Survive? | Excess Baggage | 2
It’s 2023 and Southwest Airlines’ stock is in a nosedive. With costs ascending, Southwest CEO Bob Jordan freezes hiring and slashes spending. Amid all that, a crisis at Boeing has left Southwest short on jets. With Southwest weakened, an unwelcome, activist investor rushes on boa ... Show More
42m 14s
Dec 2023
Prof G Markets: Bitcoin’s Rally, Elon’s xAI Fundraising, and Alaska Airlines Acquires Hawaiian
Scott breaks down his wins and loses amid crypto’s bull market this year. He also shares his thoughts on the state of the airline industry and whether or not Hawaiian Airlines could make a good merger arbitrage trade. Finally, he and Ed discuss why Elon Musk needs to raise $1 bil ... Show More
39m 35s
Mar 2024
Southwest Slammed for Smaller Seats
Today is Monday, March 11, and we're looking at Southwest Airlines vs. Delta Airlines.Listen to Business Wars Daily on the Wondery App or wherever you get your podcasts. You can listen to all episodes ad-free on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotif ... Show More
3m 14s