Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?
Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He j ... Show More
Yesterday
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Sep 2020
#97 Secret Sauce or Snake Oil?
Today's founder had everything going for him: a huge market, loads of experience, and $70k in monthly revenue. But then, everything went wrong. Christopher Hussain's startup, RealKey, is supposed to make the complicated mortgage lending process simpler, but his pitch left our inv ... Show More
25m 55s
Dec 2017
Where VC's Will Invest in 2018: Blockchain, AI, Voice, Pets
Venture capital isn’t a monolith, but startup investors are compared to lemmings for a reason. Once a trend gets hot, every firm needs to make a play, or come up with a good excuse for missing out. (To be safe, if the firm does miss a trend, its partners should privately trash ta ... Show More
12m 29s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
Aug 2025
S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025)
Send us Fan MailYum! Brands beat expectations in some areas - but it wasn’t enough. Today, Jenny Rae and Namaan break down why positive same-store sales at Taco Bell still set off alarms, how KFC and Pizza Hut are dragging the portfolio, and what investors and operators often mis ... Show More
31m 7s
Aug 2024
You'll Wish You Dreamed Up These Ideas
Negotiations can be tricky, with investors typically digging into the weeds of every tiny facet of a business, from sales traction to overhead costs to team member qualifications. But this week, our board asked some unexpected questions that rattled contestants down to their core ... Show More
24m 59s