About this episode
(00:47) Headlines Geopolitical Risk and Oil Shocks AI Job Apocalypse (12:23) Newest Recommendations Global Cable Powerhouse AI-Powered Monitoring (20:01) What We Think Now CrowdStrike Casey's General Stores (31:34) What We're Watching Global Tariffs The Box Office Host: Mac Greer Guests: Emily Flippen, Asit Sharma Producers: Bart Shannon
