logo
episode-header-image
Jun 26
1h 21m

When are founder-CEOs no longer necessar...

LiSTNR
About this episode

– Inflation is… stuck

– Will house prices fall?

– When are founder-CEOs no longer needed?

See omnystudio.com/listener for privacy information.

Up next
Jul 4
Mailbag, incl: The pollies aren’t as bad as you say! July 5, 2026
– The pollies aren’t as bad as you say! – Where is the American tipping point? – How can ‘grandfathering’ be fair? – Is more CGT on shares really helping housing affordability?See omnystudio.com/listener for privacy information. 
1h 3m
Jul 3
How should economics inform government interventions? July 3, 2026
A listener, Geneveive, wonders how economic thinking could inform public policy decisions. Scott and Andrew give their thoughts.See omnystudio.com/listener for privacy information. 
1h 33m
Jun 27
Mailbag, incl: What metrics should government use? June 28, 2026
– What metrics should government use? – Shouldn’t we criticise a broken promise? – Can we have a campfire rant? – Is there enough upside to invest, rather than paying the mortgage?See omnystudio.com/listener for privacy information. 
1h 29m
Recommended Episodes
May 2022
Time to Panic?
Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More
34m 54s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Apr 2025
Are Investors Leaving U.S. Stocks?
The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ... Show More
30m 20s
Oct 2025
AI Bubble Anxiety… And An Earnings Season Surprise? 10/6/25
<p> Bitcoin hits another record high, raising questions about what it means for the crypto market. Plus, a technical take on the bond market, and what’s ahead as tech leads markets higher. And is the AI market becoming “circular?” In an interview, the COO of OpenAI addresses the ... Show More
43m 44s
Oct 2025
A Picks-And-Shovels Bet on AI Growth… And Low Income Consumers Under Pressure 10/3/25
<p>New winners in the AI datacenter buildout. The Fast Money traders discuss Coinbase as a play on digital assets and trading infrastructure, Vertiv as a picks-and-shovels bet on AI data center growth, drone maker Anduril as a speculative moonshot tied to military contracts and t ... Show More
43m 21s
Sep 2025
Inflation, Rates & Fed Policy 9/26/25
tail spinning
43m 46s
Jun 2021
MM020: Is this the end of globalisation?
In this episode, I talk to the Head of Trading Piers Curran about three key themes in markets this week. From the monster rally in AMC shares to the result of the latest OPEC+ meeting, and a look at the news about Russia cutting its US dollar assets and what this could mean for t ... Show More
51m 31s
Dec 2024
US Markets Wrap: A tale of two markets - Is disinflation fading in the US?
David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this ... Show More
9m 21s
Sep 2025
Looking Ahead To Fed Decision; Waystar CEO on AI in Health Care 9/15/25
tail spinning
35m 56s
Jun 2019
Big Tech Breakups?
Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investi ... Show More
40m 2s