524 Episodes

  1. Ep. 409: The Fed's Next Move Is To Ramp Up QE. Not Raise Rates.

    Published: 05/03/2021
  2. Ep. 408: Microsoft Should Spin-Off LinkedIn

    Published: 03/03/2021
  3. Ep. 407: Debt-Funded Boomtime Is Not Sustainable

    Published: 18/02/2021
  4. Ep. 406: WallStreetBets and Misguided Populism

    Published: 28/01/2021
  5. Ep. 405: It Will Be Difficult To Ween The Market Off Of Easy Money

    Published: 15/01/2021
  6. Ep. 404: We Like New Intel CEO Pat Gelsinger

    Published: 13/01/2021
  7. Ep. 403: Omnibus, Inflation & Interest Rates - Oh My

    Published: 28/12/2020
  8. Ep. 402: Share Buybacks - We Hate Them

    Published: 24/12/2020
  9. Ep. 401: Palantir Is Not A Software Company

    Published: 22/12/2020
  10. Ep. 400: More Money Printing. Time To Reintroduce The Gold Standard.

    Published: 22/12/2020
  11. Ep. 399: Is There Another Leg To Drop In The SolarWinds Cyberbreach?

    Published: 18/12/2020
  12. Ep. 398: Consumption-Based Pricing

    Published: 17/12/2020
  13. Ep. 397: Cult of Personality - A Deep Dive On CEO Personality Research

    Published: 10/12/2020
  14. Ep. 396: Salesforce and Slack

    Published: 26/11/2020
  15. Ep. 395: All EV CEOs Are Not Created Equally

    Published: 25/11/2020
  16. Ep. 394: What Does A Contested Election Mean For Markets?

    Published: 09/11/2020
  17. Ep. 393: The Innovation Tax May Lead To Increased Share Repurchase Activity

    Published: 28/10/2020
  18. Ep. 392: Cryptocurrency Increasingly Recognized As A Store Of Value

    Published: 21/10/2020
  19. Ep. 391: Big Tech Proposed Regulation & More

    Published: 07/10/2020
  20. Ep. 390: The Valuation Circus Is In Town

    Published: 19/09/2020

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