Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?
(00:14) David Meier and Dylan Lewis discuss:
- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.
- Reddit’s ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
May 2024
GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More
53m 9s
Jul 2025
#82 My Billion Dollar Shark Tank Investment: Daymond John
Join Codie Sanchez as she dives deep with Daymond John, the founder of FUBU and a star on Shark Tank, in this insightful episode of the Big Deal podcast. They discuss his journey from starting FUBU in his mom's house to building it into a $6 billion brand, his investment strategi ... Show More
1h 7m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Aug 21
AI crawler Firecrawl raises $14.5M and is still looking to hire agents as employees, also, Databricks CEO says fresh $1B will help him attack a new AI database market
Firecrawl nabbed Shopify’s CEO Tobias Lütke as an investor from a gutsy email after they discovered he was using the product. Also, The round, which pushes Databricks' valuation to $100B, was co-led by Insight Partners and Thrive. CEO Ali Ghodsi says he's found an enormous untapp ... Show More
9m 9s
Nov 2024
915. News: LATAM fintech is booming, Metrobank slapped with a hefty fine, and why Klarna chose NYC for its IPO
Join hosts Laura Watkins and Benjamin Ensor alongside some great guests as we look at the biggest financial services and fintech stories of the past week.
Topics covered include: a LATAM fintech roundup featuring news from Nubank, Ualá, and Tako; Klarna announcing plans to IPO i ... Show More
1h 7m