The Department of Justice is asking Alphabet to sell Chrome.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why Apple could lose an “easy $20 billion” from Alphabet’s break-up.
- General Motor’s big bet on electric vehicles.
- Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz.
Then, (16:52) Robert Brokamp answers listener questions ab ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Aug 2025
Will Perplexity Buy Google Chrome?
In this episode, Jamie and Jaeden discuss Perplexity's unsolicited $34.5 billion offer to acquire Google Chrome amidst Google's legal troubles related to antitrust issues. They explore the implications of this bold move, the competitive landscape of AI browsers, and the financial ... Show More
10m 41s
Aug 2024
Is it Time to Breakup Google? & Disney Fights Wrongful Death Suit
Episode 388: Neal and Kyle review the latest inflation report which shows a promising downward trend that could seal the deal for a Fed rate cut. Then, US courts ruled Google is a monopoly and wants it to either open its data to its rivals, or break up the company. Next, a man is ... Show More
29m 48s