What ails Nike?

In today's episode on 9th Oct, we explain why ESDS Software Solution shares fell into consecutive lower circuits after a sharp rally and unpack its $1.25 billion AI contract.Sign up for the FREE insurance masterclass from Ditto 

In today's episode on 5th Sept, we explain why global food security concerns are returning to the table despite good harvests in some parts of the world.Sign up for the FREE insurance masterclass from Ditto 

Note: This is a re-air from August 8th 2025 This week, college graduates struggle to find entry-level jobs - is AI part of the problem? And, Centerview Partners’ Blair Effron on CEOs weathering policy uncertainty, and the importance of New York's next mayor to the city's business ...  عرض المزيد

Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI's role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over dra ...  عرض المزيد

This is a crazy and turbulent time in Tech. Companies are hitting financial hard times or restructuring as the economy is forcing extreme prioritization of resources. If you find yourself on the unfortunate end of these layoffs, I have someone on the show who has been through ...

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated (35:28) Macro trends, big tech ...  عرض المزيد