PODCAST · business
Basis Points
by Basis Points
Finance Media discussion weekly!
Episodes
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CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:00 - AI trade cracking this week08:30 - Anthropic Revenue...
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Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Real Estate Skills08:55 - Micron Earnings 27:00 - Why not…
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Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Meta 17:00 - Companies partnering with Muse25:00 - Apple missed the...
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The AI Doomers Are BACK, The Fed Sends A MESSAGE, Can The Market Handle Rate Hikes? | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro03:12 - Apple iPhone Duo11:50 - AI Safety26:50 -...
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Tesla's CyberCab Event, Broadcom Crushes Earnings, The Market Doesn't Care About Oil | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro02:15 - Tesla Event20:05 - Market Ignoring Bad News35:50 -...
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Nvidia CRUSHES Earnings, Ed Zitron Is WRONG, Will The Fed Hike Rates? | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Nvidia Earnings09:00 - Ed Zitron Blocks Steve23:32 - SaaS is...
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We Talked To An Ex-Wall Street Quant & He Told Us EVERYTHING | Basis Points
Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant...
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Nebius and Coreweave CRUSH Earnings, Nvidia Spends $500B, Michael Burry Stays SHORT | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro03:04 - Nebius and Coreweave08:00 - New Nvidia Deal20:31 -...
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Palantir CRUSHES Earnings, S&P Hit's All Time Highs, Michael Burry Shorts Nebius | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - skip or embrace the cringe04:05 - palantir earnings15:44…
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Leopold's AI Fund BLOWS Up, Big Tech Saves The Market, CapEx Continues | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft…
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Google CRUSHES Earnings, Micron and Nebius Go Down, Will CapEx Spend Continue | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod
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The Stock Market Is Confusing | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod
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Meta Enters The Neocloud Race, Micron Destroys Earnings, Rate Hikes Coming? | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:10 - Micron's Earnings and Sentiment Shift14:11 - Meta...
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The Fed Is Wrong & The Market Knows It | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Birthday!02:15 - Oil Coming Down04:40 - Kevin Warsh's First...
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SpaceX Has A MONSTER IPO, But Tech Still Sells Off | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:12 - SpaceX IPO09:15 - Tech Stock Dump20:30 - Jobs…
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Software Is Back & The Bulls Stay In Control | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:25 - Reflections on the SoFi and Zeta Podcast06:02 - SaaS…
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David Steinberg, CEO of Zeta | Basis Points
Thank you to David Steinberg for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodDavid Steinberg - https://x.com/dsteinberg1000000:00 - David's Early Career06:30 - The Infamous Board Meeting20:00 - Is…
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CEO of SoFi, Anthony Noto | Basis Points
Thank you for Anthony Noto for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodAnthony Noto - https://x.com/anthonynoto00:00 - Intro02:55 - SoFi's Stock Performance15:40 - SoFi's Critical Success...
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Karen Firestone - Aureus Assets Management
Thank you to Karen for being on the show!
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The Stock Market just Keeps Going Up | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:59 - Are Markets Getting Too Euphoric22:51 - Rocketlab All...
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The Semiconductors Can't Stop, AMD Keeps Winning, Palantir Has The Best Quarter Ever | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro04:24 - Palantir12:30 - Semis Rally37:56 - AMD40:46 -...
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Google, Microsoft, Meta, & Amazon DEMOLISH Q1 Earnings | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro 00:30 - Meta11:40 - Google17:24 - Microsoft24:35…
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This Hedge Fund Manager Sees The S&P At $8600 This Year | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodJay - https://www.infracapfunds.com/leadership00:00 - Intro 00:39 - Jay's...
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Intel Pumps, Tesla Dumps, Software Collapses, Big Tech Earnings Next Week | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intel Earnings05:44 - Tesla Earnings13:08 - Service Now…
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The Stock Market Just Had It's Best Rally In 15 Years | Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro01:40 - All Bird Goes AI 02:55 - Iran War Ending11:20 - Mag 7...
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The Woman Who Predicted Oil Before It Broke Out With Technical Analysis | Katie Stockton
Thank you to Katie for being on!Katie - https://x.com/StocktonKatieAmit - https://x.com/amitisinvestingSteve - https://x.com/stevenfiorillo00:00 - Katie's background09:00 - Exiting Tech and Re-entering last year15:15 - Predicting the oil breakout20:00 - How quick information effects technical...
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Shannon Saccocia Doesn't Think Iran Stops The Bull Market | Basis Points
Thank you to Shannon for being on!Shannon - https://www.nb.com/en/global/biograph...Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvesting00:00 - Intro00:35 - How Shannon got into Investing and Media08:50 - The Iran War and Inflation15:30 - Labor Markets17:05 - Advising Clients...
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Robinhood CEO Vlad Tenev Is Building A Financial Super App | Basis Points Episode 3
Thank you to Vlad for being on!Vlad - https://x.com/vladtenevSteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:30 - What The Past 2 Years Have Been Like for Vlad07:30 - Robinhood's Origin Story13:10 - Financial Super...
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Dan Ives Lays The Bull Case for SaaS, Palantir, Tesla, Nvidia | Basis Points Episode 2
Thank you to Dan for coming on!00:00 - Intro01:10 - What the past 5 years have been like for Dan06:45 - Palantir08:55 - Dealing with hate 11:25 - Palantir's Valuation15:38 - Tesla19:55 - AI Doomerism 21:50 - Microsoft25:49 - Nvidia29:57 - Cybersecurity32:40 - AI Bear case37:12 - Trump Admin 40:20…
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Josh Brown, The King of Finance Media | Basis Points Episode 1
Thank you to Josh for being on! 00:00 - Josh Intro 04:35 - Josh's Early Career in the boiler rooms 13:20 - Josh's philosophy on managing money 16:45 - Managing 2008 27:12 - What Josh would've told his younger self 32:50 - Iron Law of Finance 37:39 - The pressure of being in finance media 45:20 -...
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