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"I'd rather have 10% inflation than a recession": Basis Points on the Fed hike
12 arguments: Why one host wants the whole Fed removed, why both stopped wanting to own Anthropic in the same week, and the two-year political ad cycle…
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$99B of Alphabet's $112B Q2 profit was non-cash, The Intrinsic Value Podcast finds
14 takeaways: The $500B cloud backlog with one customer inside it, why the buybacks went to zero, and the 40 cents of new revenue every $1 of data…
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We stopped talking to investors and bought $6B of our own stock, says AppLovin's CEO
11 lessons: Why he calls advertising machine learning 1.0, what the buyback did to the share count, and why he thinks agents will not do your shopping…
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"No longer science projects": BloombergNEF's mobility head on robotaxis
5 numbers: The global car sales total for 2026, how far China is running below plan, when the market peaks, and the two countries where driverless…
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Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex
13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…
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LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
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Apollo President on sports debt: "You're loaning 10, 15, 20 cents on the dollar"
7 insights: Why Apollo would rather lend to the AI build-out than own it, where the gross margin in AI actually sits, and the 10-year range he thinks…
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Virginia senator: data centers should lose bonus depreciation until they meet standards
7 arguments: What he wants around energy, water and setbacks, why he says Chinese open models cost 10% and deliver 90%, and what Loudoun County actually…
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Fidelity's first foreign fund manager: AI is the biggest misallocation in history
6 arguments: Why he says the cash flows do not exist, what the Treasury Secretary and the Bank of England have in common, and the one advice he would…
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Semis fell 29% in a month and the setup is worse now, says Niles Investment Management
5 calls: Why he has a lot of shorts on into the midterms, the one megacap he is long at 17 times earnings, and the reason he thinks 6% on the 10-year is…
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Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Satya Nadella: tell an agent to optimize working capital and it may fake the books
10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…
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