Show Notes
October 30, 2025; 1pm: Brian breaks down Alphabet’s worst-day selloff as AI search pressures Google’s paid clicks, plus broader market jitters around Caterpillar, ServiceNow, Fortinet and the Fed. Guests discuss diversification, Raymond James’ record quarter, XPO’s diesel exposure, NextPower’s role in data center power demand and North Dakota’s state-owned bank.
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October 28, 2026; 1pm: Kelly Evans and Brian Sullivan lead CNBC’s special Fed coverage as markets price in a hold while guests weigh inflation, oil above $100, AI-driven growth, upcoming tech earnings and midterm election risks.
Venture capitalist Logan Bartlett breaks down the good, the bad, and the ugly in Anthropic’s IPO prospectus. Where to put money to work outside of the AI trade. Plus, ahead of the October Fed decision, Greg Ip argues that interest rates “look kinda low.”
The key numbers in Anthropic’s public IPO filing. The trade ahead of Microsoft’s, Amazon’s and Google’s results as the busiest week of earnings season kicks off. Plus, David’s Bridal’s big AI bet.
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can use to raise funds. Plus, Palantir’s Joe Lonsdale’s long-term investment advice.