About half of U.S. imports go through the ports where dock workers just went on strike.
(00:25) David Meier and Ricky Mulvey discuss:
- How companies are navigating the port worker’s strike.
- The disagreement over automation.
- Investor sentiment in artificial intelligence
- One less discussed company that’s benefiting from others spending on AI.
(18:28) Mo ... Show More
Yesterday
1 Earnings Report That Could Move the Market
On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical ... Show More
26m 19s
Jan 2025
How does port automation work?
In October 2024, dockworkers in the US went on strike for three days.Members of the International Longshoremen's Association (ILA) walked out at 14 major ports along the east and Gulf coasts, halting container traffic from Maine to Texas.A tentative agreement was made over wages, ... Show More
17m 27s
Sep 2024
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated wi ... Show More
46m 17s
Sep 2023
Old School Union, New School Strike
This week, Felix Salmon, Emily Peck, and Elizabeth Spiers discuss the auto workers strike and how the UAW is using some tactics it's never tried before. They’ll also get into how things went down with the big Arm IPO and talk about the latest census data on poverty. In the Plus s ... Show More
35m 24s
Oct 2021
The supply chain's weak link
How disruption in a single port, factory or freight centre can cause global chaos. Ed Butler speaks with Stavros Karamperidis, an expert in maritime economics at the University of Plymouth, and Kent Jones, professor of economics at Babson College in the US. Meanwhile, chief econo ... Show More
17m 28s
Jul 2023
Actors' Strike Shuts Down Hollywood
Briana Hill, a partner with Pryor Cashman, discusses the actors’ strike. Anne Marie Lofaso, a law professor at the West Virginia University College of Law, discusses why Wall Street is fighting New York’s ban on non-compete clauses. June Grasso hosts.See omnystudio.com/listener f ... Show More
24m 20s