Episode 691: Neal and Toby unpack the latest chapter in the US-China trade war and how markets reacted to tensions renewed. Then, auto-parts supplier First Brands has its CEO step down after a financial implosion leaves billions of dollars of debt. Next, the Nobel prize is awarded to 3 economists who introduced the concept of “creative destruction” to descri ... Show More
Mar 2025
Trump-Carney call, Dow plunges, cloning fashion models & more
We start with an escalating trade war between the US and Canada. Hot inflation data has investors worried. Search and rescue operations are underway following a devastating earthquake in Myanmar. Tensions are ramping up again between Israel and Hezbollah. Plus, we’ll tell you how ... Show More
6m 49s
Aug 2023
China's Search for Stimulus
Andy Browne, Partner at Brunswick Group, shares his thoughts on the global impact of China’s economic slowdown. Bloomberg News Meteorologist Rob Carolyn and Lee Mayfield, Director of Response at Hagerty Consulting, discuss Hurricane Idalia hitting Florida’s west coast. Bloomberg ... Show More
48m 6s
Jan 2024
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of publishing non-public financi ... Show More
1h 33m
Apr 2025
🌎 “Pan-cession” — Global recession risk. Chipotle’s tariff-free avocado. Clocking out at 4:39pm.
Stocks fell 10% Thurs/Fri, now this trade war could trigger a global recession… a “Pan-cession.”Chipotle went on a 7-year journey to find a tariff-free avo… but it doesn’t exist.4 o’clock is the new 5 o’clock… You now leave work 42 minutes earlier, but with one big catch.Plus, th ... Show More
22m 22s