524 Episodo

  1. Ep. 409: The Fed's Next Move Is To Ramp Up QE. Not Raise Rates.

    Publicado: 5/3/2021
  2. Ep. 408: Microsoft Should Spin-Off LinkedIn

    Publicado: 3/3/2021
  3. Ep. 407: Debt-Funded Boomtime Is Not Sustainable

    Publicado: 18/2/2021
  4. Ep. 406: WallStreetBets and Misguided Populism

    Publicado: 28/1/2021
  5. Ep. 405: It Will Be Difficult To Ween The Market Off Of Easy Money

    Publicado: 15/1/2021
  6. Ep. 404: We Like New Intel CEO Pat Gelsinger

    Publicado: 13/1/2021
  7. Ep. 403: Omnibus, Inflation & Interest Rates - Oh My

    Publicado: 28/12/2020
  8. Ep. 402: Share Buybacks - We Hate Them

    Publicado: 24/12/2020
  9. Ep. 401: Palantir Is Not A Software Company

    Publicado: 22/12/2020
  10. Ep. 400: More Money Printing. Time To Reintroduce The Gold Standard.

    Publicado: 22/12/2020
  11. Ep. 399: Is There Another Leg To Drop In The SolarWinds Cyberbreach?

    Publicado: 18/12/2020
  12. Ep. 398: Consumption-Based Pricing

    Publicado: 17/12/2020
  13. Ep. 397: Cult of Personality - A Deep Dive On CEO Personality Research

    Publicado: 10/12/2020
  14. Ep. 396: Salesforce and Slack

    Publicado: 26/11/2020
  15. Ep. 395: All EV CEOs Are Not Created Equally

    Publicado: 25/11/2020
  16. Ep. 394: What Does A Contested Election Mean For Markets?

    Publicado: 9/11/2020
  17. Ep. 393: The Innovation Tax May Lead To Increased Share Repurchase Activity

    Publicado: 28/10/2020
  18. Ep. 392: Cryptocurrency Increasingly Recognized As A Store Of Value

    Publicado: 21/10/2020
  19. Ep. 391: Big Tech Proposed Regulation & More

    Publicado: 7/10/2020
  20. Ep. 390: The Valuation Circus Is In Town

    Publicado: 19/9/2020

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