Bill Pulte, the Director of the Federal Housing Finance Agency joins the show. Responding to the changes made by FICO this week. Cutting out the middle man for mortgage lenders and resellers. Then, Goldman’s CEO with a warnings about the AI hype cycle. Why David Solomon is growing worried. Plus, former SEC Commissioner Laura Unger details the impact of a gov ... Show More
May 15
Trump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26
Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors e ... Show More
42m 44s
May 14
Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26
Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, ... Show More
42m 36s
Sep 2025
SOTS 2nd Hour: Government Shutdown Impacts, A Read on the AI Trade, & LIVE: Tonight Show's Jimmy Fallon 9/30/25
<p>A possible government shutdown less than 24 hours away: </p><p>Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour in addition to the movers you should know as the quarter comes to a close. Bespoke's Paul Hickey joined Post 9 with his b ... Show More
41m 53s
Oct 2025
SOTS 2nd Hour: Pepsico CEO, Ferrari Hits The Brakes, & AI's Workforce Impact 10/9/25
<p>Stocks hitting records at the open - before pressure in the early trade:</p><p>Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest alternative data reads from the street as the government shutdown continues to delay key reports - before getting a ... Show More
43m 38s
Sep 2023
Earnings Outlook, Government Shutdown Potential Impacts
Peter Atwater, President of Financial Insyghts, discusses the outlook for earnings and the impact of a possible government shutdown on the business sector. Erik Wasson joins to discuss the latest on a potential shutdown. Steve Case, Chairman and CEO at Revolution, discusses his b ... Show More
44m 28s
Sep 2021
Jobs Day: U.S. Hiring Slows Amid Delta Concerns (Podcast)
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks jobs and markets. Skylar Woodhouse, Reporter for Bloomberg News, discusses the aftermath of Hurricane Ida in New York City. Tom Bohn, President & CEO of the Association ... Show More
34m 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
Nov 2023
OpenAI Closes Door on CEO Sam Altman
Bloomberg Technology Co-Host Ed Ludlow, Bloomberg News AI Reporter Rachel Metz and Crawford Del Prete, President at International Data Corp break down the news of the firing of OpenAI CEO Sam Altman and the evolving drama for the company and the tech industry. Laurence Kotlikoff, ... Show More
46m 15s