To stay on top, the consumer giants need a player in every potential market.
(00:21) David Meier and Dylan Lewis discuss:
- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.
- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing fo ... Show More
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
What’s Next for Fintech: AI, IPOs and Stablecoins
<p>In this episode of Deciphered, Jeff Tijssen, partner and global head of Fintech, Bain & Company is joined by Georgios Kolovos, EMEA Payments & Fintech Leader, NVIDIA and Phoebe Wallis, Chief Revenue Officer, Griffin to discuss what’s next for Fintech.</p><p>Timestamps:</p><ul> ... Show More
34m 23s
Sep 2025
#828: David Senra — How Extreme Winners Think and Win: Lessons from 400+ of History’s Greatest Founders and Investors (Including Buffett, Munger, Rockefeller, Jobs, Ovitz, Zell, and Names You Don’t Know But Should)
David Senra is the host of the Founders podcast. For the past nine years, David has intensely studied the life and work of hundreds of history’s greatest entrepreneurs. His new podcast, David Senra, showcases conversations with the best-of-the-best living founders and extreme win ... Show More
2h 55m
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
Feb 2025
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
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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 bit ... Show More
58m 48s