‘Big Short’ Investor Calls it Quits & Cannabis Products Up in Smoke?
Episode 714: Toby and Ann chat about Michael Burry, famed ‘Big Short’ investor, who has been public about the resemblance between the housing bubble of 2008 and the AI boom of today. Then, congress was able to reopen the government, but snuck in a provision that places tighter restrictions on hemp products that could upend the hemp industry. Plus, Cisco Systems, the once darling of the 2000s, is seeing a resurgence thanks to a wave of AI-related demand. Meanwhile, speculative tech stocks have tanked in the last month. And, Robinhood is bringing cash to your door and Uber is taking skiers to the slopes.
Learn more at usbank.com/splitcard
Listen to Ann's show, Brew Markets, every weekday afternoon: swap.fm/l/brewmarketsshow
Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY
Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.
Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note
Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow
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28:43
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28:43
Winners and Losers of Shutdown Ending & Last-Ever Penny Minted
Episode 713: Toby and Ann dive into the ending of the longest government shutdown in US history. But while federal workers and programs start up again, the ripple effects of its impacts may be far-reaching. Then, Google is standing up to scammers as it sues a shadowy operation, hoping to put an end to text phishing. Meanwhile, Toby shares his favorite numbers from Harvard’s alleged grade-flation, ChatGPT usage, and Disney’s economic toll from the YouTube blackout. Finally, it’s time to pay our condolences to a long time friend…the US penny.
Learn more at usbank.com/splitcard
Listen to Ann's show, Brew Markets, every weekday afternoon: swap.fm/l/brewmarketsshow
Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY
Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.
Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note
Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow
Learn more about your ad choices. Visit megaphone.fm/adchoices
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29:59
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29:59
SoftBank Dumps Nvidia for OpenAI & Reward Cards No Longer Accepted?
Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation whenever the US air travel system craps out. Meanwhile, Netflix bets big on the physical entertainment space with its new location out in Philadelphia, challenging the likes of Disneyland and Universal.
Learn more at usbank.com/splitcard
Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY
Listen to Kyle on Per My Last Email here: swap.fm/l/pmle-show
Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.
Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note
Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow
Learn more about your ad choices. Visit megaphone.fm/adchoices
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27:06
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27:06
Author Michael Lewis on 10 Years of “The Big Short," AI Bubble, and Sports Gambling
Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares his take on the AI industry and whether or not we’re actually in a bubble. Plus, a dive into prediction markets and the proliferation of sports betting. Finally, Neal and Toby put on their casting director hats and re-cast “The Big Short” as if it was being made today.
Learn more at usbank.com/splitcard
Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY
Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.
Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note
Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow
Learn more about your ad choices. Visit megaphone.fm/adchoices
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37:54
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37:54
Is OpenAI Too Big to Fail? & Shutdown Takes Step Towards End
Episode 710: Toby and Kyle discuss whether OpenAI is becoming too big to fail as there’s been rumblings about a government backstop for its AI-fueled debt. Then, President Trump proposes a 50-year mortgage to help with affordability for aspiring home owners. And, Netflix drops a first-look of “Sesame Street” on its debut on the platform. Meanwhile, Starbucks drops a viral “bear cup” that sparked a fan frenzy but also backlash. Finally, what you need to know in the week ahead.
Learn more at usbank.com/splitcard
Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY
Listen to Kyle on Per My Last Email here: swap.fm/l/pmle-show
Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.
Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note
Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow
Learn more about your ad choices. Visit megaphone.fm/adchoices
Morning Brew Daily, a daily talk show that covers the latest news on business, the economy, and everything else, with Neal Freyman and Toby Howell. Witty, informative and everything you need to start your day. Available on all podcasting platforms and Youtube.
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