The podcast discusses the United Auto Workers' demands, the fading allure of auto shows, and the possibility of a strike. They also explore the return to the office and the future of working dynamics. Other topics include the highlights of the Detroit Auto Show and the debate on cars versus flying cars.

Apple's iPhone compounding development; iPhone 15 and 15 Plus updates; Apple's use of phones for future headsets; Interest in Slack during Salesforce's conference; Fundamentals of reinsurance and Florida's home insurance woes

Financial expert, Bill Barker, joins Ricky Mulvey to discuss why British chip designer Arm is going public, as well as the recent peace between Disney and Charter Communications. They also share tips for analyzing company prospectus documents and discuss incorporating social security and pensions into a financial plan.

Discussion on the merger of Hostess Brands and J.M. Smucker, Instacart's valuation drop, Kroger's push for Albertsons deal, and interview with Jesse Singh of Azek on competition and future focus.

Author and financial theorist William Bernstein discusses maximizing odds of success in investing, the changes in the investing landscape since his book was published, the impact of behavioral finance on investing, the importance of safe assets like treasury bills, the benefits of delaying Social Security for retirement planning, and the potential impact of artificial intelligence on jobs.

Investors Ricky Mulvey and Asit Sharma continue discussing Expectations Investing, analyzing companies like General Motors' growth potential, a payment processing firm's narrative shift, and Nvidia's ability to maintain its moat. They explore challenges with free cash flow, a recent merger, Adion's investment strategy, and NVIDIA's success in meeting high chip demand.

Investors consider moving out of stocks due to low yields elsewhere; Discussion on Disney's lost decade and plans to take full ownership of Hulu; Analysis of NYC's 'de facto ban' for Airbnb and its impact on housing; Breakdown of stocks to watch: Hershey and Masimo.

The hosts discuss skepticism towards AI hype and the longevity of unprofitable software companies. They also explore the advantages of being in Silicon Valley for tech companies. The podcast introduces expectations investing and its application in valuing companies, emphasizing the importance of understanding stock prices, value drivers, and assumptions in the market.

Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”, discusses the global journey of waste and the urgent need to address the environmental impact of waste. The podcast also explores the potential impact of NYC's new restrictions on Airbnb's growth, analyzes AMC's declining stock price due to new share issuance, and highlights Lowe's success in managing its share count.

Charter Communications is taking a stand against Disney, impacting ESPN viewing. DoorDash battles restaurants over pricing. Canadian banks may be an attractive investment. The bond market and how investors can benefit from higher rates. Companies discussed: CHRT, DIS, DASH