Topics & People

Short-term spending bills used by Congress to fund the government, criticized for ballooning the deficit and masking pork-barrel spending.

Republican Congresswoman who voted to oust McCarthy, driven by concerns over spending discipline and trust.

Grocery delivery company rumored to be going public at a heavily discounted valuation.

Funding rounds where a company raises capital at a lower valuation than its previous round.

A well-known software company that was recently acquired at a 90% discount from its peak valuation.

CEO of AirTable who reached out to correct the hosts' previous statements about the company's valuation.

A defense contracting model incentivizing cost overruns, which the US military is attempting to move away from.

The pursuit of outstanding capability, success, and individual merit, championed as essential for American success.

Cholesterol-lowering drugs used as a historical comparison for the massive rollout of GLP-1s.

Dialysis provider facing business disruption due to the health improvements caused by GLP-1 drugs.

Company producing continuous glucose monitoring devices, negatively impacted by GLP-1 adoption.

An investment strategy involving the simultaneous purchase and sale of distinct securities, used to play the GLP-1 market.