0:00 – Introduction
2:33 – The recent market pullback
5:28 – Goldman Sachs forecast for 3% market returns
8:50 – Issues in predicting long-term market performance
11:30 – The global scale of new tech companies
18:30 – Attending the ATB Conference
22:14 – The state of the Energy/Infrastructure market
29:09 – NFI and different perspectives on tariffs
A jam ... Show More
Nov 2024
Big Tech's AI Spending Spree
Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.
(00:42) Bill Mann and Matt Argersinger discuss:- How AI demand is refuel ... Show More
40m 23s
Feb 2025
Nvidia, Apple, and Eli Lilly: Manufacturing the Future
The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss:
- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 20 ... Show More
40m 31s
Mar 2025
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ... Show More
57m 46s
Jan 2025
DeepSeek Disrupts, Big Tech Responds
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss:- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders ... Show More
39m 24s
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising come ... Show More
55m 54s
Oct 2024
An AI IPO, 20 Years of RB
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?
(00:45) Asit Sharma and Jason Moser discuss:
The dock workers strike, its daily cost, and the industries it could impact most.
Upcoming AI chip IPO Cerebras, and how th ... Show More
40m 22s
May 5
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the T ... Show More
1h 11m