Economic interdependence is unraveling. What comes next?
Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss:
- How the US dollar became the most powerful currency in the war.
- Playing defense in a trade war.
- The economic effects from an embargo on Chinese goods.
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.
Jason Moser and Asit Sharma join Ricky Mulvey to discuss:
- If the U.S. economy is sliding into a recession.
- Earnings from Amazon, Meta, Microsoft, and Apple.
- If investors should mind 20% of the S&P 500’s market cap being tied to four companies.
Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry.
(32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.
Host: Ricky Mulvey
Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz
Engineer: Dan Boyd
Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/
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Microsoft just got the market focused on business results again.
(00:21) Nick Sciple and Dylan Lewis discuss:
- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
- Meta’s advertising present and AI future.
- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks.
(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.
Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet.
(00:21) Asit Sharma and Mary Long discuss:
- What to do with two minutes’ extra time.
- Earnings from Starbucks.
- What’s cooking at Wingstop.
Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO.
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth.
This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss:
- What he learned about Kalshi from this past election.
- The difference between an events contract and gambling.
- How prediction markets could disrupt sports betting.
Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.
Warren Buffett’s conglomerate has more cash on the books than any company in history.
(00:21) Matt Argersinger and Ricky Mulvey discuss:
- What home sales data says about the economy.
- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.
- The reasons why Warren Buffett could be sitting on record cash.
Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.
