A conversation with Torsten Slok about tech spending, housing, rates, and markets. Plus, Jack does some toaster math on data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From SpaceX to Amazon, Jack ranks corporate insurgencies using his custom Schump scale. Plus a top banking analyst talks Capital One. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack dives into persistent AI and a broadband land grab, and talks stock picks with Paulina McPadden from Baillie Gifford. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a listener question special. Family welcome. Choo-choo! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Award-winning economist Alex Edmans discusses his new book, The Madness of Markets. Plus, a global money manager explains where to find value. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack shares his concerns with OpenAI’s chief economist, and adds some fig leaves to his stripped-down investing approach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this safe space for the AI-weary, Jack discusses eight companies that are growing nicely outside of tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A real estate analyst explains why he upgraded an odd operator yielding 6%. A box office expert talks IMAX and Avengers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Although 5% would be a warning, the danger zone is higher, says top Wall Street researcher Jared Woodard. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.