EPISODE · Oct 9, 2025 · 38 MIN
AI Deals, Shutdown Shrugs, and New Recs
(00:33) Headlines Government shutdown Slippery slopes All roads lead to Nvidia (09:20) Newest Recommendations SaaS platform for underserved businesses Swedish fintech company (18:40) What We Think Now Starbucks Tesla AMD (29:36) What We're Watching Agentic commerce SEC reporting Gold prices (37:47) Preview of Coming Attractions SA Team RB recommendation Monthly rankings Host: Brian Stoffel Guests: Emily Flippen, Asit Sharma, Loren Horst Producer: Mac Greer Engineer: Bart Shannon
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AI Deals, Shutdown Shrugs, and New Recs
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