Épisodes

  • Berkshire’s New Boss, The Tariff Two-Step, Silicon Valley “Vibes” 5/5/25
    May 5 2025

    What Berkshire’s future will look like as Warren Buffett passing the torch to Greg Abel. The four countries one DC strategist says are poised for a trade deal with the US. Plus, the AI hiring vibe shift is underway.

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    47 min
  • Jobs Jitters, Epic Games CEO on Apple, and Will Tariffs Steal Christmas? 5/2/25
    May 2 2025

    The labor market stronger than expected in April, but can the momentum last? Epic Games CEO Tim Sweeney takes a victory lap in his battle against Apple. Plus, your artificial Christmas tree could cost $3,000 this year.

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    44 min
  • The Fed’s Next Move, Musk’s Dilemma, and Apple’s Fee Fight 5/1/25
    May 1 2025

    More signs of labor market weakness ahead of the April jobs report. Tesla reiterating its confidence in Elon Musk. Plus, a federal judge says an Apple executive “outright lied” about fees.

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    43 min
  • Trump’s First 100 Days, Big Tech Earnings on Dec, Transport Recession Indicator 04/30/25
    Apr 30 2025

    Today’s negative GDP print casting a shadow over President Trump’s first 100 days. We have the headlines from his cabinet meeting. Plus, the busiest week of earnings season rolls on with Microsoft and Meta on deck to report after the bell today. And XPO’s CEO joins us to weigh in on the tariff turmoil and its impact on the transport sector.

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    44 min
  • Auto Tariff Relief, The White House Attacks Amazon, and Commerce Secretary Lutnick Live! 04/29/25
    Apr 29 2025

    The President is expected to sign an executive order providing some tariff relief for autos, but is it enough? We look at what is changing and how to position in the auto trade from here.

    Plus, the White House is blasting Amazon over reportedly planning to show tariff costs on products. Amazon shooting down that report...sort of. We have the details and whether it signals an emerging rift.

    And Commerce Secretary Howard Lutnick on U.S. manufacturing, and one trade deal that's done and waiting for approval.

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    53 min
  • Supply Chain Shenanigans, the AI Open Market, Spotify on Deck 4/28/25
    Apr 28 2025

    Are the warnings about empty shelves in a few weeks due to tariffs overblown? VC Bradley Tusk makes the case for keeping AI open and accessible across borders. Plus, the bullish case for Spotify ahead of earnings.

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    44 min
  • The Luxury Goods Trade, April Auto Sales 4/25/25
    Apr 25 2025

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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    43 min
  • Trade Talk Confusion, Another Ugly Housing Report & Tariffs hit Food Stocks 4/24/25
    Apr 24 2025

    The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoil.

    Plus, we got another ugly report on housing, and one data point that was rather unusual. We'll tell you what it is and what it means for the housing market from here.

    And, our analyst sees a period of below-target growth for two big food names, but he also sees one bright spot. He joins us with the winners and losers.

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    43 min