Ben provides an update on Ukraine peace talks and Nvidia's latest acquisition. 

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Ben provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we’ll be streaming on YouTube. Link to our channel is below. 

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Song: Last Christmas - Taylor Swift


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Andrew, Ben, and Tom discuss Apollo pulling back on risk, Chicago shifting property taxes away from commercial properties, and Beth Hammack urging a pause in rate cuts.

Song: Mele Kalikimaka - Jimmy Buffett


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Andrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen.

Song: Wonderful Christmastime - Paul McCartney


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Andrew, Ben, and Tom discuss this morning’s CPI data, Micron’s earnings, and Trump’s address to the nation.

Song: YMCA (Christmas Version) - Furnace and the Fundamentals

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Andrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation.

Song: The Christmas Shoes - NewSong

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Andrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program.

Song: Little Saint Nick - Beach Boys

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Ben and Tom discuss iRobot’s bankruptcy, ServiceNow’s latest acquisition, and the Fed chair search narrowing to two Kevins. 

Song: Christmas in Dixie - Alabama

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Andrew and Tom give an update on the market and discuss several earnings reports.








Song: That Was A Crazy Game of Poker - O.A.R.

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Andrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings.

Song: I Will Possess Your Heart - Death Cab for Cutie

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Andrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting.

Song: Pardon Me - Incubus

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Andrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour.

Song: Shut Your Eyes - Snow Patrol

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Andrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and why the ECB’s next move could be a rate hike.

Song: The Space Between - Dave Matthews Band

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Andrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump. 

Song: Drops of Jupiter (Tell Me) - Train

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Andrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett. 

Song: Colder Weather - Zac Brown Band

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Ben and Tom discuss ADP employment, the Dell family donation, and updates on the consumer.

Song: Back to December - Taylor Swift

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Ben discusses Apple's AI chief stepping down, OpenAI's 'code red' warning, Signet's earnings, and ISM Manufacturing data.

Song: A Long December - Counting Crows

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Ben and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales.

Song: December - Collective Soul

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Andrew and Tom discuss Urban Outfitters earnings, Nvidia defending itself once again, and a college football preview.

Song: Thank God I’m a Country Boy - John Denver

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Andrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo.


Song: Mountain Music - Alabama

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