Episode 703: Neal and Toby recap big tech earnings coming from Meta, Microsoft, and Alphabet. Then, the Fed makes its 2nd rate cut for the year as well as ending the effort to reduce its balance sheet, all while acknowledging the data blackout from the government shutdown. Also, ‘A House of Dynamite’ might have just made a big boom…but in the wrong place as ... Show More
Oct 30
DoorDash Plans To Buy Instacart for $17B & Ahh!! Horror Bookstores Are Killing It
#966: DoorDash acquires Instacart for a whopping $17 billion, creating a food delivery giant. America’s GDP is like the Golden State Warriors with an impressive third quarter performance, growing at the fastest pace in a year. Weil Gotshal, a once heavyweight law firm, is shuttin ... Show More
30m 45s
Jan 2025
The Fed ignores Trump’s calls to cut rates
<p>Big Tech earnings season is in full swing, the US Federal Reserve held interest rates steady despite pressure from President Donald Trump, and Syria’s new government pressed Moscow about reparations. Plus, activist short-selling is on the decline. </p><br><p><strong>Menti ... Show More
10m 38s
Jun 2025
The Fed cuts US economic outlook
The Federal Reserve cut its outlook for the US economy on Wednesday, and in the UK, inflation remains higher than ideal. Plus, Big Tech companies are lobbying for a decade-long ban on AI regulations, and the Israel-Iran conflict has hit the global supply chain. Mentioned in this ... Show More
10m 36s
Sep 2025
The Fed is back to lowering rates
The US central bank delivered a widely expected rate cut, sparking mixed market reactions amid cautious optimism. Tech stocks wobbled, especially Nvidia, after China’s internet regulator had told the country’s tech companies to stop buying Nvidia’s AI chips and terminate its exis ... Show More
12m 11s
Sep 2024
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
<p>(0:00) Bestie intros + All-In Summit recap</p> <p>(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?</p> <p>(17:35) <span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMkFJJTIwaXMlMjBjb2 ... Show More
1h 24m
Oct 2025
Rate Cuts, Record Highs, and Rare Earths
The US Federal Reserve delivered a widely anticipated rate cut, but growing divisions among policymakers spooked markets. Strong AI-driven spending fuelled big-tech earnings, but the outlooks dented the bullish mood. Eurozone markets gained on robust banking performance, while th ... Show More
14m 22s
Sep 2024
The Morning After | Okay, Computer.
Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, includ ... Show More
31m 35s
Oct 2022
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis ... Show More
1h 19m