my private podcast channel
We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got?
Asit Sharma, David Meier, and Tim Beyers:
- Review last week’s results from Zscaler and Workday.
- Predict which of the two will outperform more over the next 10 years.
- Tackle investors’ pressing Mindset questions. Have a Mindset question you’d want answered on a future show? Reach out to Tim at tbeyers@fool.com.
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: ZS, WDAY
Host: Tim Beyers
Guests: Asit Sharma, David Meier
Producer: Anand Chokkavelu
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Shares of Shopify fall following outage. And bitcoin treasury company Strategy cuts outlook amid Bitcoin price drop. Julie Chang hosts.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Is gold beating bitcoin in 2025?
Mark Connors of Risk Dimensions argues that bitcoin is simply "too young" to rival gold's centuries of established infrastructure. With BTC down approximately 12% and gold rallying 60% in the past year, is gold winning the race as a safe haven asset in 2025? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
-
Break the cycle of exploitation.
Break down the barriers to truth.
Break into the next generation of privacy.
Break Free.
Free to scroll without being monetized.
Free from censorship.
Freedom without fear.
We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.
Break free with Midnight, visit midnight.network/break-free
-
Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.
Unlock your crypto’s potential today at Figure!
https://figuremarkets.co/coindesk
-
This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
A month ago, Hurricane Melissa hit Jamaica as a category five— one of the strongest storms ever to make landfall in the Atlantic. Scientists agree that Melissa was made stronger by climate change. We meet some Jamaicans that are wondering how to rebuild smarter for the possibility that another powerful storm may hit in the future.
Learn more about sponsor message choices: podcastchoices.com/adchoices
NPR Privacy Policy
Quince is seemingly everywhere. Since launching in 2018, the brand has built an e-commerce empire that brings in $1.1 billion annually, and has catapulted to the top of the "dupe" economy. But the company’s strategy of making its own versions of best-selling products has run into some pushback from competitors. WSJ’s Chavie Lieber takes us inside Quince’s strategy and ensuing legal battles. Jessica Mendoza hosts.
Further Listening:
- Smucker, Trader Joe's and a Battle Over PB&Js
- Why Is Everyone Obsessed With Labubus?
Sign up for WSJ’s free What’s News newsletter.
Learn more about your ad choices. Visit megaphone.fm/adchoices
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we cover Anthropic's push to become profitable by 2028 and what it says about the state of the AI race.
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Markus Thielen, 10x Research, predicts an imminent crypto bear market and up to a 60% correction in 2026,
Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026.
Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon.
We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance.
-
Break the cycle of exploitation.
Break down the barriers to truth.
Break into the next generation of privacy.
Break Free.
Free to scroll without being monetized.
Free from censorship.
Freedom without fear.
We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.
Break free with Midnight, visit midnight.network/break-free
-
Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.
Unlock your crypto’s potential today at Figure!
https://figuremarkets.co/coindesk
-
This episode was hosted by Jennifer Sanasie.