Disney’s Lost Decade and Next Act

SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case. Travis Hoium, Lou Whit ...  Show more

It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest challenges and opportunities for the n ...  Show more

Jim Cramer and David Faber delved deeper into another set of big bank earnings, discussing what to make of Goldman Sachs posting weaker-than-expected quarterly results while Morgan Stanley beats on profits and revenue. Breaking news on the Disney-Nelson Peltz proxy fight: Disney ...  Show more

Matthew Kidman is a well-known entity to readers of Livewire, as host of Success and More Interesting Stuff, Buy Hold Sell, and most recently, Livewire Live.

Finally, we got him in the hot seat to run us through his own journey into funds management, his approach to inv ...

SUMMARY: Discover how macro trading is influencing all markets. Colin Lancaster, one of Wall Street's most accomplished macro traders, joins Andy to discuss how sovereign policies around the globe are likely to cause turbulence for many investors.    SHOW NOTES: 7:12: How Is Macr ...  Show more

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ...  Show more