Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
April 16, 2025, 8:40 p.m.
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
April 9, 2025, 8:41 p.m.
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
April 2, 2025, 8:41 p.m.
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
March 26, 2025, 8:41 p.m.
Watsco: Air Apparent - [Business Breakdowns, EP.209]
March 19, 2025, 8:41 p.m.
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
March 14, 2025, 8:41 p.m.
Cognex: Vision Quest - [Business Breakdowns, EP.207]
March 13, 2025, 8:40 p.m.
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Feb. 19, 2025, 8:41 p.m.
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Feb. 12, 2025, 8:41 p.m.
Jack Henry: VMS King - [Business Breakdowns, EP.205]
Feb. 5, 2025, 8:41 p.m.
APi Group: Safety Services at Scale - [Business Breakdowns, EP.204]
Jan. 29, 2025, 8:41 p.m.
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.203]
Jan. 22, 2025, 8:41 p.m.
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Jan. 17, 2025, 8:41 p.m.
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Jan. 15, 2025, 8:41 p.m.
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
Jan. 8, 2025, 8:41 p.m.
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Jan. 1, 2025, 8:41 p.m.
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Dec. 27, 2024, 8:41 p.m.
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Dec. 23, 2024, 8:41 p.m.
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Dec. 18, 2024, 8:41 p.m.
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
Dec. 11, 2024, 8:41 p.m.
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
Dec. 4, 2024, 8:41 p.m.
Investing in Venture Secondaries - [Business Breakdowns, EP.193]
Nov. 27, 2024, 8:41 p.m.
Informa: Where Industries Meet - [Business Breakdowns, EP.192]
Nov. 20, 2024, 8:41 p.m.
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
Nov. 13, 2024, 8:41 p.m.