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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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The big things you need to know:
- First, solid earnings stats are in place as US equity investors wait for the onset of 2Q25 reporting season.
- Second, the latest Business Roundtable survey highlighted weaker corporate vibes relative to March, echoing the tone in last week’s earnings call transcripts to some degree for Russell 3000 companies, where cost containment discussions jumped out to us.
- Third, we recap our views on how we’re thinking about the recent developments in the Middle East from a US equity market perspective.
201 episodes
