The Best Investor In The World Just Sold Microsoft
11/05/2026 | 35 mins.
00:00 Episode Overview 01:20 Why Chris Hohn Is Selling 17:48 Chris Hohn Has Been Wrong Before 24:57 Texas Roadhouse Bull Case 28:23 Fail Of The Week: Prediction Markets
Analysts Were Completely Wrong About This Stock
06/05/2026 | 40 mins.
00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken Griffin
Four Stocks To Buy After Earnings
04/05/2026 | 30 mins.
00:00 Episode Overview 06:45 Meta 10:10 Visa & Mastercard 11:57 Microsoft 13:52 Buffett on The Market Today 18:59 Fail Of The Week: Ryan Cohen
Analysts Can’t Believe These Numbers Are Real
30/04/2026 | 45 mins.
00:00 Episode Overview 02:00 Google Earnings 19:58 Meta Earnings 30:59 Amazon Earnings 40:34 Fail Of The Week: Blue vs Red
This Week Is Going To Be Nuts
28/04/2026 | 37 mins.
00:00:00 - Intro & Qualtrim Overview 00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood) 00:10:43 - The Big Tech "AI Layoff" Myth 00:18:06 - Google & Microsoft Expectations 00:23:50 - Amazon & Meta Growth Strategies 00:27:36 - Apple's Financial Engineering 00:28:47 - Elon vs. OpenAI & The Polymarket Fail
Ireland