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Plus: Nvidia stock falls after its deal with OpenAI stalls. And Coinbase shares decline along with the price of bitcoin. Katherine Sullivan hosts.
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An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.
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Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025?
Karl Thiel, Tom King, and Tim Beyers discuss:
- Slow rolling chaos at FDA and its effects on drug approvals.
- How to think about risk when investing in biotech.
- Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST).
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: RGNX, LLY, NVO, TWST
Host: Tim Beyers
Guests: Karl Thiel, Tom King
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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JD originally made a name for himself as an economic populist but now spends all his time lying and ignoring the woes of the white working class. Stephen Miller is far more interested in authoritarianism than the American worker. And the biggest MAGA warrior of all, Steve Bannon, was downright smitten with Jeffrey Epstein. Meanwhile, the Trump administration is busy trying to hide the identities of other co-conspirators in the Epstein documents. Plus, the CBP has no business being deployed on the streets of American cities, Tulsi wants foreign election interference, the good news in a Texas special election result, Trump is flailing at another business—the Kennedy Center—and Bad Bunny previews his message for the Super Bowl Halftime show.
Bill Kristol joins Tim Miller.
show notes
Bannon's "interview" with Epstein
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Kraft macaroni and cheese has been a household staple for decades. But owing to shifting consumer tastes towards healthier options and a tumultuous corporate shakeup, Kraft’s status as the big cheese is slipping. WSJ’s Jesse Newman reports on how Kraft lost its dominance in the mac and cheese aisle, and what the company plans on doing about it. Jessica Mendoza hosts.
Further Listening:
- Kraft Heinz’s Big Breakup
- ‘It Came out of Nowhere’: The Rise of Dr Pepper
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Protests in Iran have been ongoing for over a month and according to one human rights group, over 6000 people have died. As the internet blackout begins to lift, we’re learning more about what has happened. Our correspondent brings us the experiences of three Iranian women.
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M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other.
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By Jenny Browne
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Harriett Gilbert welcomes master of suspense, the Canadian author Linwood Barclay in the World Book Club Studio, to answer your questions about his thriller 'Take Your Breath Away'.
The story centres on Andrew Mason, whose wife Brie vanished six years ago, making him the prime suspect. But just as he’s beginning to rebuild his life, a mysterious woman resembling Brie suddenly appears, forcing him to uncover the truth about what happened to his wife, uncovering secrets and lies at every turn.
Linwood will be answering your questions, about how to craft a mystery that keeps readers hooked till the last page, how playing with different points of view can mask or reveal the truth, and why vivid settings can be just as important as characters to telling a compelling story.