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Is caffeine getting crowded? Jack looks into it. Plus, Franklin Templeton’s Putnam Investments has stock picks. And Emily’s parents spot Bigfoot.
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Inflate it away? Unlikely. Growth Miracle? Don't count on it. Jack explains, with the help of budget experts.
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A conversation with Torsten Slok about tech spending, housing, rates, and markets. Plus, Jack does some toaster math on data centers.
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If Netflix is suddenly flopping, what does it mean for companies trying to mimic it? Jack has thoughts. Plus, a top technology fund manager discusses AI investing.
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From SpaceX to Amazon, Jack ranks corporate insurgencies using his custom Schump scale. Plus a top banking analyst talks Capital One.
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Jack dives into persistent AI and a broadband land grab, and talks stock picks with Paulina McPadden from Baillie Gifford.
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It’s a listener question special. Family welcome. Choo-choo!
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Award-winning economist Alex Edmans discusses his new book, The Madness of Markets. Plus, a global money manager explains where to find value.
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Jack shares his concerns with OpenAI’s chief economist, and adds some fig leaves to his stripped-down investing approach.
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In this safe space for the AI-weary, Jack discusses eight companies that are growing nicely outside of tech.
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