Ben and Tom discuss the New York mayoral election results, weight loss drugs, Japan, AI company earnings, and Google's acquisition of Wiz.

Song: In Spite of Ourselves - John Prine

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Ben and Tom discuss the New York mayoral elections, the ISM Manufacturing Report, and Starbucks selling 60% of its China unit to Boyu Capital. 

Song: O.D.'d In Denver - Hank Williams Jr.

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Andrew, Ben, and Tom discuss Alphabet selling 3 billion Euros and update on the China deal.     

Song: Rock’n Me - Steve Miller Band

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This past week, we traveled to Las Vegas to do a live podcast at the Money 20/20 conference. This is the recording from our session. 


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Andrew, Ben, and Tom discuss more big tech earnings and the latest private credit fraud.   

Song: Thriller - Michael Jackson

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Andrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings.  

Song: Jet Airliner - Steve Miller Band

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Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgive the poor audio quality this morning, as we’re using our travel setup.

Song: The Gambler - Kenny Rogers

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Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the poor audio quality this morning, as we’re using our travel setup.

Song: Waking Up In Vegas - Katy Perry

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Andrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina’s elections, and Apple's plan for ads on maps. Please forgive the poor audio quality this morning, as we’re using our travel setup.

Song: Ben played something strange this morning. 

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Andrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings.  

Song: Sold (The Grundy County Auction Incident) - John Michael Montgomery

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Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. 

Song: Pride and Joy - Stevie Ray Vaughan

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Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. 

Song: Change the World - Eric Clapton

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Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. 

Song: Blue Sky - The Allman Brothers Band

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Andrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why.

Song: The Beatles - Get Back

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Ben, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the college football slate for the weekend.


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Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earnings updates, and the increased prevalence of long-term revenue forecasts as drivers of AI company valuations.


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Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings reports.


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Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.


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Ben, Tom, and Andrew discuss Friday's sell-off, international news, and the week ahead.


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Ben discusses the pick up in AI trade, international news, and what to be on the lookout for next week.


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