The Rundown

By Public.comBusiness Investing

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Typical duration
11 min
per episode

Based on Podcast App listening data

The Rundown episodes

September 07 Why You Should Take More Risks in Your 20s (ft. Jack Raines)
Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into $400,000 trading SPACs and eventually built a career through writing and posting online. Jack also breaks down the philosophy behind his new book, Young Money, and why he thinks young people should worry less about optimizing every dollar and more about maximizing the unique opportunities of early adulthood. Plus, he and Zaid discuss the value of making financial mistakes while the stakes are still low, building an unconventional career and knowing when to spend money on experiences instead of saving it.
37 min
September 04Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play
Market update for September 4, 2026

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Planet Labs CEO Interview (YouTube)

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In today’s episode, Zaid covers:
The surprisingly strong August jobs report and what it means for the Fed’s September rate decision
Tesla’s Cybercab finally hitting the streets of Austin
Lululemon’s brutal earnings and why Michael Burry is buying the stock
Planet Labs surging on strong earnings while UiPath falls despite beating revenue expectations
The NBA’s historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations
13 min
September 03Broadcom Falls Despite AI Growth, Google Escapes a Breakup
Market update for September 3, 2026
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In today’s episode, Zaid covers:
Broadcom’s latest earnings and why the stock is down more than 20% from its June peak
Google avoiding a breakup of its ad-tech business
Snowflake surging after strong earnings and accelerating AI demand
NetApp dropping despite beating expectations and raising guidance
Why Microsoft is completely changing the way it reports its financial results around AI and cloud growth
12 min
September 02Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro
Market update for September 2, 2026
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In today’s episode, Zaid covers:
Why bond yields are surging around the world
Dell’s monster earnings, including its booming AI server business and record backlog
GoPro’s surprise sale just one day after YouTuber Markiplier disclosed a huge stake in the company
Uber’s 3,300 job cuts as it flattens management and ramps up investment in robotaxis
Why MongoDB stock is getting crushed despite beating earnings expectations
Stan Kroenke’s deal to buy the Los Angeles Angels and add yet another team to his massive sports empire
11 min
September 01Amazon Sued Over Ad Prices, Shein's IPO Falls Flat
Market update for September 1, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode, Zaid covers:
Why September could bring more market volatility as oil prices and bond yields move higher
The FTC’s lawsuit accusing Amazon of secretly inflating advertising prices
Shein’s disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billion
Duolingo’s analyst upgrade and why NIO shares are falling after earnings
How YouTuber Markiplier became GoPro’s largest shareholder and sent the stock surging
12 min
August 31Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes
Market update for Monday August 31, 2026
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Tim Cook Deep Dive: {YouTube)(Spotify)
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In today’s episode, Zaid covers:
Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumped
The latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrel
Tim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John Ternus
GameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fears
Why LIV Golf could be headed for bankruptcy
11 min
August 30 SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu)
Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether today’s AI infrastructure demand can support SpaceX’s aggressive spending. Julie also breaks down MoffettNathanson’s $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.

25 min
August 28Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok
Market update for August
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In today’s episode, Zaid covers:
Nvidia’s adds $442 billion in market value in a single day
What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair
Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts
Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions
Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth
Why TIME left Jensen Huang off its 100 most influential people in AI list
11 min
August 27Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears
Market update for August 27, 2026.
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year
Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem
Why Salesforce is ripping higher after earnings while HP gets hammered
Why young Americans are becoming increasingly skeptical of AI and worried about job losses
12 min
August 26OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings
Market update for Wednesday August 26, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests
Nvidia’s massive earnings report tonight and why expectations are so high
Abercrombie’s earnings beat and Intuit’s disappointing outlook
Why LeBron James borrowed nearly $300 million against his future endorsement income
11 min

About The Rundown

From the publisher's feed

Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid…