Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The MAGA Swifty
01:34 • 2min
The Relationship Between Trump and the Swifties
03:09 • 3min
Nikki Haley: A Republican Hamlet in the Race
06:00 • 2min
The Republican Party's Response to the Trump Indictment
07:58 • 3min
Mike Pence's Fear of Politics
10:53 • 2min
The Trump Effect on Republican Voter Sentiment
12:39 • 2min
The Rise and Fall of Goldman Sachs in India
14:49 • 3min
The Advantages of a Distributed Location
17:32 • 3min
The Harvard of India
20:42 • 2min
How to Fly on a 737 MAX
23:03 • 2min
Boeing's Duopoly With Airbus
24:49 • 2min
Boeing's Market Dynamics Overtaken Politics in China
26:45 • 2min
The Airbus-Boeing Relationship With China
28:17 • 2min
Why China Doesn't Have Its Own Airframe?
30:36 • 2min
The Competitive Landscape in China
32:39 • 2min
Airbus Dominates the Market
34:43 • 2min
The Importance of Diversifying the Financial Space
36:51 • 2min
The Importance of Relaxation
38:32 • 2min
The Importance of Diversification
40:14 • 3min
The Bias of Black Financial Institutions
43:35 • 2min
The Importance of Diversity in Banking
45:43 • 2min
IBM Consulting and a Global Beer Company Create an Automation Solution
47:16 • 2min
Microsoft's Emergence in the AI Hype Cycle
48:58 • 2min
Microsoft's Outsourcing of AI
51:09 • 4min
Kevin Scott's Role in the Microsoft AI Initiative
55:06 • 2min
The Prometheus Chatbot
57:19 • 2min
The Dilemma of Artificial Intelligence
59:16 • 2min
The Harms of Artificial Intelligence
01:01:09 • 2min
The Slowdown in the Jobs Market in Silicon Valley
01:03:10 • 6min
The Boom Times in Silicon Valley
01:08:48 • 2min
The Rise of AI and Machine Learning Specialists in Software Engineering
01:10:21 • 2min
The CFO of Monumental Sports and Entertainment
01:11:58 • 2min
The Impact of Recession on the Media Business
01:14:17 • 2min
The Importance of Fan Experience in Sports
01:16:24 • 2min
The Washington Nationals Are Coming Up for Sale
01:17:58 • 2min
The Growth of E-Sports Gaming
01:20:02 • 2min
The Importance of Chief Financial Officers in Growth
01:21:37 • 2min
The Future of Women's Sports
01:23:19 • 2min
The Rise and Fall of the Sports Business
01:25:22 • 2min
Caesars and the Washington Nationals
01:26:55 • 2min
The Power of the People
01:28:44 • 2min
Curtis Motorcycles: A Shareholder's Guide
01:30:27 • 2min
The Best Motor I've Ever Experienced on a Motorcycle
01:32:03 • 2min
The Growth Rate of IC's Electric Motorcycle Company
01:33:42 • 2min
The Benefits of Curtis Motorcycle
01:35:38 • 3min