Midterm Ads Fuel Fox Corp & Pricey Memory Pressures Apple’s Core
Episode 305: Today, John and Kaila discuss how the midterms and World Cup boosted Fox’s quarter – and whether that momentum can last. Then, we unpack the market reaction to Apple’s earnings and how the AI boom is squeezing the iPhone maker’s margins. Also, we dive into Shopify’s quarterly results, …
Wall Street Reacts to Midterms & CVS’s Big Breakup
Episode 306: Today, John and Shreyas unpack Wall Street’s reaction to the midterm elections and what a divided government could mean for clean energy, Elon Musk’s companies and the AI buildout. Then, we explain why CVS is spinning off its pharmacies… but still holding onto its healthcare empire. Al…
Stock Market Suffers Historic $2.5T Loss & How Steve Kornacki Won the Midterms
#971: Just kidding. Tech stocks suffer a historic rout to the tune of $2.5 trillion. The midterms set the stage for the new way voters stay informed: Steve Kornacki and influencers. AI agents have failed to catch on…mainly because of trust issues. The remake of The Legend of Zelda: Ocarina of Time …
Nike, Adidas: The Marathon Marketing Race & Can Zelda Save Nintendo?
Episode 308: Today, John and Hanna explore who really won the New York City Marathon (brand edition) – and how companies from Nike and Adidas to New Balance and TCS turn race day into a marketing opportunity. Then, we unpack Nintendo’s slowing Switch 2 sales, rising memory costs and whether Zelda c…
Nvidia’s Jensen Huang Admits Affair with Chinese Spy & Cybertruck Winds Down
#972: Nvidia’s CEO Jensen Huang admits to having an affair with a tech executive who is identified as a Chinese spy by US intelligence officials. Tesla winds down production of the Cybertruck. The latest jobs report shows AI’s takeover of white collar jobs isn’t as dire as many believed. The SS Uni…
Want to Quit Your Job? Do This First
In this episode, Kaila and Kyle break down the steps you should take when you’re feeling like you want to quit your job. Instead of immediately rage-quitting, follow Kaila and Kyle’s thoughtful framework for what you can do to ensure that if you do ultimately leave your job, you’ll be doing so in t…
Will Jensen Stay As Nvidia’s CEO? & Italians Outraged Over KFC’s Push Into Ski Resorts
#973: The Jensen Huang scandal fallout continues, then Semafor’s Business and Finance editor and host of Compound Interest Liz Hoffman stops by to give her take on whether Jensen Huang and Nvidia is too big to fail. The College Football Playoffs will expand from 12 to 24 teams in an effort to incre…
Nvidia Fallout, Anthropic’s IPO & SHARPIES!
Episode 310: Today, John and Emily discuss AI’s growing PR problem… as a lawsuit hits Nvidia and Anthropic lowers its IPO valuation. Plus, could CoreWeave’s earnings add fuel to the fire? Then, we unpack October’s hotter-than-expected inflation report and what it means for the Fed’s next move. Also…
DOGE Was Doomed From The Start. Author Michael Lewis Explains Why
#974: Author Michael Lewis returns to talk about his latest book, “Blockers: Rebels in the Deep State,” which offers an inside look at the early days of Elon Musk’s DOGE. Lewis shares stories about several dedicated public workers who tried to maintain nonpartisan government operations while their …
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This week on Letterland LIVE we’re joined by Abby Murray, co-founder of storyarb, and Dan Oshinsky, founder of Inbox Collective…
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