The history of the bond market is a centuries-long story of wars, empires, innovations, manias, and an interesting cast of characters. Host Robert “Bro” Brokamp discusses the intersection of human history and bond history with Robin Wigglesworth, the editor of the Financial Times’ finance blog Alphaville, and the author of a new book, A Fabulous Debt: The Ep ... Show More
Yesterday
Nvidia After Jensen Huang: Is the AI Bubble About to Burst?
Jensen Huang’s departure from Nvidia has sent shockwaves through the AI industry, raising questions about the company’s future and the broader AI investment boom. Travis Hoium, Lou Whiteman, and Jason Hall discuss whether Nvidia is a buying opportunity, which AI stocks could bene ... Show More
40m 49s
Nov 12
Huang is out, Kress is in at Nvidia
It’s official, founder and longtime CEO of Nvidia, Jensen Huang, is stepping down, effective immediately. It comes after several days of reporting on Huang’s personal relationships with his subordinates and a Chinese spy. Jon, Matt, and Tyler react to the sudden resignation, what ... Show More
23m 36s
Nov 11
Is Microsoft’s Office Moat In Trouble?
Anthropic’s new productivity tools are taking aim at Microsoft Office, but can they break Microsoft’s grip on enterprise customers? Meanwhile, CoreWeave’s explosive revenue growth comes with mounting debt and questions about long-term profitability. Travis Hoium, Lou Whiteman, an ... Show More
17m 46s
Jun 2023
Apple’s $3,500 goggles
Apple’s launch of a new mixed reality headset shows that, for Apple, the metaverse isn’t dead. The Verge’s David Pierce explains.
This episode was produced by Amanda Lewellyn and Hady Mawajdeh, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Patrick Boyd, an ... Show More
26m 6s