Episode 681: Neal and Toby discuss the impending government shutdown that causes concern for federal workers and programs…except for holders of gold. Then, Hollywood is heated over the first AI actor that got signed by a talent agency. Also, McDonald’s is bringing back its classic Monopoly game after a decade-long hiatus from the infamous scam. Meanwhile, To ... Show More
Jul 15
JPMorgan Has Historic Q2 & New York Temporarily Bans Data Centers
#889: Welcome Ray and Kyle! Today, the guys break down a flurry of bank earnings yesterday, including a record-setting quarter from JPMorgan. Next up, what Fed Chair Kevin Warsh said about inflation in congress and what the latest CPI data says. Then, New York temporarily bans da ... Show More
28m 27s
Sep 2024
Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy
Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastructure fund, and Instagram’s new teen accounts. Then Scott and Ed share their reactions to Lionsgate’s partnership with an AI company. ... Show More
53m 28s
Aug 2025
AI creeps in, KATSEYE milkshakes, and China says “Zaijian!” to US soybeans
It’s … Indicators of the Week! Our weekly look at some of the most fascinating economic numbers from the news. On today’s episode: AI shuts out youth from the grind, China leaves U.S. soybeans behind, Gap has the then-and-now in marketing mind. Related episodes: AI creates, trans ... Show More
9m 29s
Mar 2023
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ... Show More
1h 56m
Sep 2025
🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.
Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spotify deleted 75M AI songs, while AI slop is slowing your work day… Welcome to the ... Show More
22m 56s