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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In this episode I talk about
- Tariff court ruling, consumer sentiment (both CB and Michigan), PCE, GDP, and Labour market.
Earnings:
- NVDA, S and ZS
Focusing on semiconductor and cybersecurity - why I like cybersecurity, what I like about both S and ZS, and what I think about Nvidia.
38 episodes