About this episode
(00:40) Headlines War, oil, and gold Weak dollar AI talent race (09:16) Newest Recommendations A coffee giant's big opportunity, low expectations A trading powerhouse with record volume (18:02) What We Think Now Adobe Nintendo McKesson (27:57) What We're Watching Small cap returns Big tech layoffs Big tax changes (34:54) Preview of Coming Attractions Host: Loren Horst Guests: Emily Flippen, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan
