Kara and Scott break down Alphabet's strong earnings, and why the company continues to dominate. Then, the Trump meme coin grift that's raising serious corruption questions. Plus, Trump appears to flip on Ukraine, Treasury Secretary Scott Bessent says all the tariff chaos is just "strategic uncertainty," and the new, affordable, all-American EV truck.
Follo ... Show More
Yesterday
AI Panic: Dario’s Warning, Trump’s Dismissal, and OpenAI’s IPO Delay
Kara and Scott unpack the recent AI panic, as Dario Amodei calls for a slowdown, Donald Trump dismisses concerns, and Sam Altman says OpenAI won’t go public this year. Then, they discuss Mark Carney’s push for closer ties with the EU, and why Canada and the U.S. may not be gettin ... Show More
58m 17s
Sep 11
Trump's 9/11 Fiction, a Major AI Warning, and Apple's Foldable iPhone
Scott Free August is officially over, and Scott is back! Kara and Scott run through the biggest news he missed in August before unpacking President Trump's shifting 9/11 story and a disturbing new AI warning. Then, Trump makes a $5,000 cash promise to voters, Apple unveils its fi ... Show More
1h 7m
Apr 2025
Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including h ... Show More
1h 2m
Apr 2025
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet ... Show More
1h 29m
Nov 2024
Tesla, crypto and the Trump trade
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).
Episod ... Show More
15m 14s
Aug 2018
Hard to See Trump's Google Attack Spurring Change
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market ... Show More
31m 20s
Aug 2025
Nvidia earnings preview and the Trump chip tariff twist
Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ... Show More
23m 28s
Jan 2025
From Fartcoin to Trumpcoin: How Memes and Tokens Are Redefining Power and Wealth
What do Fartcoin, Trumpcoin, and TikTok have in common? They’re all part of the new frontier where memes, tokens, and attention economics collide. This episode dives into how Trump’s $60 billion crypto frenzy is more than just a bubble, it’s a glimpse into a world where narrative ... Show More
37m 11s
May 2025
Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 23s
Feb 2025
Trump Tariffs Roil Markets, Musk's DOGE In Action
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a look into Elon Musk's DOGE as the tech billionaire begins to cancel payments to fe ... Show More
42m 46s