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/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intel Earnings 05:44 - Tesla Earnings 13:08 - Service Now Earnings 27:30 - Kevin Warsh Next Fed Chair 34:15 - Congressional Trading 36:35 - Big Tech Earnings Prev...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 01:40 - All Bird Goes AI 02:55 - Iran War Ending 11:20 - Mag 7 are not the Lag 7 anymore 17:45 - Amazon could be the best Mag 7 22:58 - MSFT Selloff 26:02 - Neo...

Thank you to Katie for being on! Katie - https://x.com/StocktonKatie Amit - https://x.com/amitisinvesting Steve - https://x.com/stevenfiorillo 00:00 - Katie's background 09:00 - Exiting Tech and Re-entering last year 15:15 - Predicting the oil breakout 20:00 - How quick information effects technical analysis 21:20 - Are we in a bear market? 26:30 - Gold and Silver 29:55 - Crypto Winter? 33:15...

Thank you to Shannon for being on! Shannon - https://www.nb.com/en/global/biograph... Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting 00:00 - Intro 00:35 - How Shannon got into Investing and Media 08:50 - The Iran War and Inflation 15:30 - Labor Markets 17:05 - Advising Clients during a downturn 24:11 - Healthcare 27:30 - Emerging Markets 33:50 - Will AI Change Everything...

Thank you to Vlad for being on! Vlad - https://x.com/vladtenev Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 00:30 - What The Past 2 Years Have Been Like for Vlad 07:30 - Robinhood's Origin Story 13:10 - Financial Super App 17:25 - Robinhood's Platinum Card 22:25 - Wealth Transfer 28:56 - Implications of AI on Rob...

Thank you to Dan for coming on! 00:00 - Intro 01:10 - What the past 5 years have been like for Dan 06:45 - Palantir 08:55 - Dealing with hate 11:25 - Palantir's Valuation 15:38 - Tesla 19:55 - AI Doomerism 21:50 - Microsoft 25:49 - Nvidia 29:57 - Cybersecurity 32:40 - AI Bear case 37:12 - Trump Admin 40:20 - SaaS Issues 43:50 - Rapid Fire

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 - Lost Decade for the Markets 50:50 - Is Josh Bullish in 2026 55:20 - Costco and Nvidia 57:50 - How Josh...