Do you have a real relationship or just a non-binding letter of intent?
(00:21) Nick Sciple and Mary Long discuss:
- The S&P’s turnaround and inflation’s slow month-over-month decline.
- A stock pop from a nuclear reactor company that doesn’t have a working nuclear reactor.
- Pricing for Disney’s latest streaming service.
Then, (17:39), Mesoblast CE ... Show More
Yesterday
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
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Oct 5
Facing Our Investing Fears
Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind listeners of past risks that didn’t c ... Show More
24m 14s
Jun 2024
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More
17m 43s
Jul 2023
Prof G Markets: Inflation’s Descent, Sam Altman’s SPAC, and Private Equity’s Latest Target
This week on Prof G Markets, Scott breaks down what the latest inflation data means for the American economy. He then shares his thoughts on OpenAI CEO Sam Altman taking a nuclear power company public via SPAC. Finally, he explains why private equity firms are circling mom-and-po ... Show More
44m 6s
Nov 2024
Tesla, Bitcoin, and the Future of Homebuilding
Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
36m 13s
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
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
<p>In this week's episode, we unpack the following four stories in the world of corporate finance.</p><p><br></p><ul><li>Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon?</li></ul><p><br></p><ul><li>The IPO mar ... Show More
