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Morning Report

The Hill

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The Morning Report features a deep dive into Washington's daily agenda from The Hill, with new episodes each weekday morning. National political reporters Alexis Simendinger and Kristina Karish provide insights and analysis on the big stories of the day and the political players to watch
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Business Breakdowns

Colossus | Investing & Business Podcasts

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Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.
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Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221] 1:00:46

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 This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated in the emergence of businesses like Nexstar as the preeminent station…
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Agilent: Back To The Lab - [Business Breakdowns, EP.223] 41:31

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 This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time of this recording, and they focus on one of the more interesting niches: equipment and instruments sold into laboratories. Its equipment is being sold to the life sciences sector, diagnostics, applied c…
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Trumps visit flood-ravaged Texas as search enters day 7 23:24

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President Trump and first lady Melania Trump will visit west-central Texas today to pledge support to families of flood victims and officials who continue to search for at least 170 people missing amid a catastrophe that killed more than 120, including children. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Trump, Congress raise sanction threats against Russia 19:29

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President Trump and Congress are threatening harsh sanctions against Moscow for its three-year war in Ukraine, with Republican lawmakers feeling more confident about passing sanctions legislation this month after Trump sharply criticized Russian President Vladimir Putin this week. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY] 58:35

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This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reard…
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Alpha In Podcasts? - [Business Breakdowns, EP.222] 10:37

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This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Schurr's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Br…
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EQT: Returns at Scale - [Business Breakdowns, EP.220] 1:18:02

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 This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of…
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Morning Report — Outcry after federal agents handcuff California senator 16:35

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Tensions between the White House and California escalated Thursday when security forced Sen. Alex Padilla (D-Calif.) to the floor and handcuffed him at a Department of Homeland Security (DHS) press conference in Los Angeles. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The Hill
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Morning Report — Trump dismisses Democratic second guessing  15:33

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President Trump’s Justice Department today will argue in a federal district court that California Gov. Gavin Newsom (D) has no legal standing to second-guess the president’s decision to use the military to protect federal immigration agents in Los Angeles from demonstrators. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Morning Report — Trump deploys Marines amid LA tensions 16:28

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President Trump on Monday described the Los Angeles protests against his administration’s migrant deportation policies as “well under control” just as California Gov. Gavin Newsom (D) filed suit against Trump, alleging he overstepped his authority by mobilizing the National Guard when there was no “invasion” against the U.S. government. Learn more …
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Morning Report — Trump, Musk clashed. Now what?  15:24

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A fiery public breakup Thursday between President Trump and Elon Musk stirred plenty of conjecture and drama. But after last year’s unlikely pairing of a quirky billionaire and politically skilled presidential challenger, the question remains, what’s different after their mano-a-mano spat? Learn more about your ad choices. Visit megaphone.fm/adchoi…
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morning report — trump, musk clashed. now what?  15:31

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A fiery public breakup Thursday between President Trump and Elon Musk stirred plenty of conjecture and drama. But after last year’s unlikely pairing of a quirky billionaire and politically skilled presidential challenger, the question remains, what’s different after their mano-a-mano spat? Learn more about your ad choices. Visit megaphone.fm/adchoi…
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