The Corporate Lifecycle + The Market’s Fallen...

Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss what the Meta lawsuits mean for investors. Finally, Ed gives his take on Trump’s ...  عرض المزيد

Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to break down why chip stocks are selling off despite strong earnings from Samsung ...  عرض المزيد

Aswath Damodaran returns to the show to discuss the Magnificent Seven and how to look under the radar for the next generation of big companies. He breaks down the consolidating streaming industry and explains why he’s never owned Netflix. He also shares why he recently added Tesl ...  عرض المزيد

Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts ...  عرض المزيد

Scott shares his thoughts on WeWork’s bankruptcy, Saudi Arabia’s World Cup bid, and Disney’s full ownership of Hulu. Then Aswath Damodaran returns to the show to break down third quarter earnings season. They discuss Meta, Netflix and streaming, Instacart, the Ozempic effect, Bir ...  عرض المزيد

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate life cycle, why the corporate decline phase is both inevitable and almost always poorly managed, how to invest across the corporate li ...  عرض المزيد