Shining a light on Golden Entertainment's "we...

Dan Rasmussen and Greg Obenshain of Verdad Capital discuss their white paper on quantitative investing in biotech. Topics include why biotech’s complexity makes it attractive for systematic investors, how specialist fund ownership serves as a quality signal, and why insider buyin ...  Show more

Phil Namara of Antipodes discusses Volaris (VLRS), a Mexican low-cost airline with significant domestic exposure and cross-border routes into the U.S. Phil outlines the structural growth opportunity in Mexico’s aviation market, where air travel continues taking share from long-di ...  Show more

ITV America CEO David George on how he's sees the US television landscape in the year ahead, from the continued commissioning squeeze to major conglomerates' spin-off of their cable networks and the impact of the creator economy; plus behind the scenes of new Harlan Coben Netflix ...  Show more

Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ...  Show more

Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago in Australia, they’ve compounded a ...  Show more

What's happened to B2B SaaS – and will NVIDIA eat OpenAI's lunch? Learn the latest movements in tech startups from industry insiders.

In this week's episode, Chris, Emil and Yaniv discuss: