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Episodes
72: Q1 Earnings Scorecard
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Let's break down where earnings season is headed so far. We'll also discuss how the EV competitive landscape is starting to shift.
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71: Trending in the Right Direction
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70: The Fed's Moment of Truth
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69: Welcome to Q2
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68: How the Banking Crisis Will Play Out
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67: Live From The Mini Banking Crisis
66: Going Meta
65: Hunting for Long Term Narratives
64: Finding Winners and Losers
63: Kicking off the AI Wars
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62: Hitting an Inflection Point?
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The team discusses some positive market news and looks forward to an immense week of earnings and Fed meetings.
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61: Tech Titans Battle to be Layoff King
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A real mixed bag week ahead of the Fed meeting on the 31st. We discuss macro trends behind all these layoffs and why we're seeing more positive signs than negative ones.
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