Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the rise of 'buy now, pay later', concentration in the market triggered by the banking crisis, and the impact of generative AI. She explores the concept of the rolling recession, shifts in AI focus, and the impact of rising interest rates on well-capitalized companies.

Financial expert Ron Gross and investment specialist Emily Flippen discuss the latest inflation numbers, activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. Documentary filmmaker Chris Temple talks about his new movie and how parasocial relationships impact financial decisions and the growing financial nihilism among young Americans. Ron and Emily also break down two stocks on their radar: Despegar and On Holdings.

David Meier discusses the macro and micro of job cuts, while Alicia Alfiere and Ricky Mulvey explore the snap test for evaluating companies. They analyze job cuts at various companies and the reasons behind them, discuss the potential impact of Bitcoin ETFs, and introduce the snap test as a method to assess a company's competitive advantage. They also evaluate the impact of a company's shutdown on users and discuss the concept of 'vital' companies.

Post-Covid surgery backlog boosts Intuitive Surgical; Burford Capital CEO discusses legal financing. SEC's decision on crypto ETFs and gig economy regulations. Intuitive Surgical's strong earnings post-Covid. Burford Capital CEO highlights competitive advantages and a high-stakes legal case.

Boeing's recent plane incident and its financial consequences. Challenges and optimism for Crocs amidst the pandemic. Analyzing Crocs as a stock and the significance of layoff announcements. The power of dividends for wealth creation. The connection between wealth and health and its impact on well-being.

The podcast discusses the announcements from CES, the potential success of Apple's Vision Pro, and the relevance of Twilio's CEO switch. It also explores cybersecurity in the cloud and the new threats facing electric cars. The chapter highlights the integration of chat GPT in cars and the departure of Twilio's CEO. Additionally, it mentions the significance of cybersecurity in the 5G and EV ecosystems.

Morgan Housel, bestselling author, talks about setting processes instead of resolutions, the known biggest economic story, and the similarities in criticisms of cars, airplanes, and AI. They discuss sustainable financial goals, the impact and potential of generative AI, reflections on book publishing and reviews, and the importance of writing for oneself and embracing creativity.

Experienced investors and financial analysts, Asit Sharma, Meilin Quinn, and Matt Argersinger discuss Foolish investing in 2024, including the principles of a foolish portfolio, researching and selecting stocks, and the macro landscape. They also explore opportunities such as investing in Disney and potential buying opportunities in EPR Properties and The Hershey Company.

The podcast discusses the impressive gains and high valuations of big tech companies in 2023. They also talk about holiday e-commerce and retail numbers, Walgreen's dividend aristocrat status ending, and two stocks on their radar: UiPath and Pebblebrook Hotel Trust. David Gardner shares timeless investing advice and the hosts discuss long-term investing and the significance of great companies.

Walgreens's new CEO, Tim Wentworth, faces big tasks ahead. The podcast discusses the implications of Walgreens' dividend drop and the challenges it faces in the healthcare industry. It also explores the impact of price drops on Big Egg and discusses pullback stocks like Aritzia and Shopify.