Best Alex Kantrowitz Podcasts (2026)

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An OpenAI IPO? w/ Alex Kantrowitz 44:01

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19d ago44:01

44:01

When will OpenAI go public? Could it really happen as soon as 2026? What will AI wearables actually look like? And why has the market largely forgotten about Waymo? Alex Kantrowitz, who writes the Big Technology Substack and hosts the Big Technology podcast, joins Ricky and Malcolm to break it down. - Alex and Malcolm debate OpenAI going public in …

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Is Common Financial Wisdom ACTUALLY True? 47:07

3h ago47:07

47:07

Some financial truisms become common knowledge for good reason. Some deserve to be revisited. Malcolm Ethridge and Ricky Mulvey discuss: - If young people should save as much as they can early in their career. - How investors should think about their “return on effort”. - The economic rules of home ownership. - Why job switching doesn’t necessarily…

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Meta's AI Agent Plan, Grok's Perversion, Prison Of Financial Mediocrity 49:07

4d ago49:07

49:07

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Meta buys Manus 2) Is the Manus deal an enterprise play? 3) What Meta could do with consumer AI agents 4) Why consumer AI agents are a good advertising strategy for…

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Best of Big Technology: Demis Hassabis On AGI, Deceptive AIs, Building a Virtual Cell 57:33

6d ago57:33

57:33

Demis Hassabis is the CEO of Google DeepMind. He joined Big Technology Podcast in early 2025 discuss the cutting edge of AI and where the research is heading. In this conversation, we cover the path to artificial general intelligence, how long it will take to get there, how to build world models, whether AIs can be creative, and how AIs are trying …

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RiskReversal Mailbag: Your Most Prescient Questions Answered! 51:36

6d ago51:36

51:36

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed …

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What Fighting, Sex, and Pizza Reveal About the Economy 48:12

7d ago48:12

48:12

Data doesn’t always capture what’s happening in the economy. Malcolm Ethridge and Ricky Mulvey discuss: - Malcolm’s biggest market worry for 2026. - How the state of boxing reflects the broader economy. - Why sugar daddies are spending less. - Tighter spending showing up at pizza chains. We are proud to be in the Airwave Media network! Please conta…

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From Meme Stocks to Event Contracts: What's In Store For $HOOD in 2026 with Steph Guild & Steve Quirk 1:12:43

8d ago1:12:43

1:12:43

Dan Nathan and Guy Adami host Steph Guild, Chief Investment Officer at Robinhood. Steph discusses her 2026 market outlook, reflecting on tech sector growth, AI developments, and S&P 500 predictions. She emphasizes her cautious approach for the coming year, focusing on diversification and value investing. After the break, Steve Quirk, Chief Brokerag…

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Alex And Ranjan's 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom 24:15

11d ago24:15

24:15

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) AI agents start to work 2) ChatGPT hitting 1 billion users 3) AI shopping takes off 4) Ranjan gets a folding phone 5) Apple's best year ever 5) AI love boom arrives…

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Where Oz My Mind? Trying Tricks and Spinning with Oz Pearlman 52:20

11d ago52:20

52:20

Dan Nathan and Liz Thomas welcome Oz Pearlman, a renowned mentalist and author of 'Read Your Mind: Proven Habits for Success.' Pearlman discusses his recent book launch and whirlwind media tour, including appearances on CNBC, CNN, and 'The Joe Rogan Experience'. He delves into his journey from a Wall Street job to becoming a professional mentalist,…

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2025 In Review, 2026 Predictions — With Reed Albergotti 43:23

13d ago43:23

43:23

Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta’s superintelligence gamble, Google’s Gemini push, OpenAI’s model race, and the rise of AI companions. We also discuss Tesla’s self-driving moment of truth, Nvidia’s upside a…

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The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda 55:42

14d ago55:42

55:42

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed …

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How to Invest For Decades w/ John Rotonti 53:34

14d ago53:34

53:34

John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about: - The housing shortage and how John is approaching it as an investor. - Finding high-quality companies. - A less-discussed player in the AI buildout. - How sustainable share bu…

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2026 Market Outlook: The Show Must Go On with SoFi's Liz Thomas 35:07

15d ago35:07

35:07

In this episode of the RiskReversal Podcast, Guy & Liz discuss the potential risks of a market bubble, the validity of 2025 predictions, and the outlook for 2026. Key topics include sector performance, expectations for the small-cap market, and the implications of the yield curve inversion. The episode also highlights the significance of gold and o…

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OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence 42:02

17d ago42:02

42:02

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Recap of my Sam Altman interview 2) OpenAI's memory play 3) Deepening relationships between people and chatbots 4) Could an all-knowing AI assistant work? 5) Model vs. product revisited 6) OpenAI's enterprise play 7) The infrastructure bet 8) OpenAI's fo…

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Dan Niles: The "Swiss Army Knife" Problem That Could Kill Nvidia’s Stock 55:00

18d ago55:00

55:00

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet:⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are notendorsed or…

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Sam Altman: How OpenAI Wins, AI Buildout Logic, IPO in 2026? 59:52

19d ago59:52

59:52

Sam Altman is the CEO of OpenAI. Altman joins Big Technology Podcast to discuss OpenAI's plan to win in a tightening AI race. Altman dissects his company's strategy, where he sees OpenAI having an advantage, and where he expects his product lineup to go in 2026 and beyond. We discuss AI memory and personalization, the distribution vs. product debat…

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S11 E218: Season 11 Mic Drop with Producer Jeremy Holiday 31:25

19d ago31:25

31:25

Dr. Gee ends Season 11 with his deep and thoughtful reflections on the season and the times we are living in, as a Black man. His mic drop episodes don't hold back but speak from an honest place, making sense of our world. This episode is a special conversation as Jeremy Holiday reflects on being a part of the show from the beginning as a producer …

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CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market 44:09

20d ago44:09

44:09

Jim Cramer is the host of CNBC's Mad Money and author of How To Make Money In Any Market. Cramer joins Big Technology Podcast to talk through hot takes the top tech names: Apple, Amazon, Meta, OpenAI, NVIDIA, Microsoft, Tesla, Coreweave, and more. We discuss whether NVIDIA can hit $10 trillion, whether Tesla needs self driving to work, whether Open…

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The Harsh Reality for Gen Z Investors with Ed Elson of Prof G Markets 53:23

20d ago53:23

53:23

In this episode of the Okay, Computer Podcast, host Dan Nathan welcomes Ed Elson, the host of Prof G Markets and the First Time Founders podcast. They discuss the dynamics of hosting versus guesting on podcasts, Ed's journey from being an intern for Scott Galloway to co-hosting podcasts with him, and the evolution of Gen Z's relationship with marke…

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You Say You Want An AI Revolution with SoFi's Liz Thomas 28:27

21d ago28:27

28:27

Guy Adami and Liz Thomas from SoFi discuss the impact of recent Federal Reserve decisions on the market. They analyze the Fed's dovish rate cuts and the implications of its plans to buy $40 billion in treasuries. The conversation shifts to the underperformance of Bitcoin despite expectations for a boost from the Fed's liquidity actions. They explor…

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Your Online Grocer "Randomly" Raises Prices 47:25

21d ago47:25

47:25

Instacart is testing different prices for the same basket of goods, sold from the same grocery store and at the same time. Algorithmic pricing is in your grocery cart. Ricky Mulvey and Malcolm Ethridge discuss: - Disney allowing its characters on OpenAI’s Sora platform. - Why Malcolm is losing faith in Oracle’s business. - Instacart playing with al…

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Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War 56:19

22d ago56:19

56:19

In this episode of the RiskReversal Podcast, host Dan Nathan and guest Peter Boockvar, CIO at One Point BFG Wealth Partners, speak with Louis Vincent-Gave, CEO and founder of Gavekal, to discuss the evolving economic competition between the US and China. They explore the impact of past trade embargos, particularly the 2018 semiconductor embargo, an…

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OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble 51:55

25d ago51:55

51:55

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI to prioritize enterprise in 2026 2) Is the AGI dream over? 3) Could OpenAI's enterprise push help it fund infrastructure? 4) Alex is on team product? 5) Can OpenAI design for consumer and enterprise at the same time? 6) Erotic ChatGPT is coming in…

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Luke Gromen: Why Cash Is Trash & Gold Is The New King 45:31

25d ago45:31

45:31

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet:⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are notendorsed or p…

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Jim Lanzone - Everything in its Right Place for a Yahoo! Turnaround 59:12

26d ago59:12

59:12

Jim Lanzone (CEO of Yahoo, former CEO of Tinder & CBS Interactive) joins Dan Nathan to pull back the curtain on one of the most fascinating turnaround stories in tech history. With 90% reach across the US internet and profitability that would make most public companies jealous, Jim explains why Yahoo is quietly dominating while the world isn't look…

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AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell 57:14

27d ago57:14

57:14

Melia Russell is a senior correspondent at Business Insider. She joins Big Technology Podcast to discuss how AI services are already making inroads in the legal profession, helping lawyers dig through countless documents via natural language search and compression weeks long research processes into minutes. We discuss what's happening, how it's imp…

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Hawks & Doves with SoFi's Liz Thomas 24:08

28d ago24:08

24:08

In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas discuss various market developments as the year-end approaches. They focus on the bond market's reaction to anticipated rate cuts and the possible implications of rising treasury yields. The conversation also touches on concerns about the U.S. government deficit, liquidity issues…

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Work From Home Is Dying. Investors Haven’t Noticed. 49:18

28d ago49:18

49:18

More than half of Fortune 100 companies have asked “desk-using employees” to come back to the office five days a week. But office REITs are not roaring back. Malcolm Ethridge and Ricky Mulvey discuss: - Crypto’s downturn, and if it represents a “buy the dip” opportunity. - Meta cutting its metaverse budget. - The career implications of working from…

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S11 E217: Finding Inspiration In Africa's Vibrant Cultures: Rev. Lilada Gee Leads Women With Profound Experiences 39:16

28d ago39:16

39:16

Rev. Lilada Gee shares from a deep place of self-reflection about how to best spend her life as she faced cancer. She details the importance of travel and cultures in the last year. Lilada shares about her recent trip to South Africa in order to mentor other Black women, including Kay Hawkins, who also joins the show talk about her experience as a …

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AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers 1:04:06

29d ago1:04:06

1:04:06

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI Device Wars are here 2) Apple loses its head of user interface design 3) Meta's chances in the AI device wars 4) Apple's Ai device will only be as good as the assistant 5) OpenAI's AI device could work? 6) Amazon's Alexa+ is underrated 7) Google Glass…

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Steal The Secrets From Wall Street's Top Traders with Robinhood CIO Steph Guild 44:55

29d ago44:55

44:55

Dan Nathan and Guy Adami host Stephanie Guild, CIO at Robinhood, on the RiskReversal podcast. The discussion spans various financial topics, including Federal Reserve policies, market trends, and projections for the S&P 500. Stephanie offers insights into the potential for a Santa Claus rally, the valuation of tech stocks, and the impact of consume…

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HOPE is a Dangerous Thing… In the Stock Market with Michael Kantrowitz 48:16

1M ago48:16

48:16

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet:⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are notendorsed or pro…

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Bluefish AI’s Alex Sherman on the Disruption of Agentic AI in Marketing & E-Commerce 36:55

1M ago36:55

36:55

In this episode of the RiskReversal Podcast, host Dan Nathan speaks with Alex Sherman, co-founder and CEO of Bluefish, about the transformative impact of AI on e-commerce and marketing. They discuss how Bluefish aids large brands in gaining visibility and influence over how major AI platforms portray their products. The conversation covers the rapi…

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How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid 1:04:56

1M ago1:04:56

1:04:56

Evan Hubinger is Anthropic’s alignment stress test lead. Monte MacDiarmid is a researcher in misalignment science at Anthropic.The two join Big Technology to discuss their new research on reward hacking and emergent misalignment in large language models. Tune in to hear how cheating on coding tests can spiral into models faking alignment, blackmail…

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Is Japan About To Cause A Global Financial Crisis? 25:46

1M ago25:46

25:46

Guy Adami hosts Liz Thomas of SoFi, discussing various topics including the current performance of the Green Bay Packers, Japan's economic situation, and its potential global impact. They delve into Japan's rising bond yields, appreciating yen, and how these factors could influence global markets, particularly the US bond and equity markets. Elizab…

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Retail is Nervous. Wall Street Isn’t. Why? 50:04

1M ago50:04

50:04

Retail investors are selling off risky assets, like Bitcoin, but the big institutional money is sitting tight. Ricky Mulvey and Malcolm Ethridge discuss: - The surprising number of high-income earners using Buy Now Pay Later. - Abercrombie & Fitch as a buyback machine. - Why retail investors are afraid of the AI trade, but big money is not. - Nvidi…

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Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push 1:02:53

1M ago1:02:53

1:02:53

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we c…

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NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan 1:01:05

1M ago1:01:05

1:01:05

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the crit…

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How to Beat Financial Nihilism w/ Hanna Horvath 53:44

1M ago53:44

53:44

AI is propping up the economy. Homes aren’t affordable. You don’t feel like you’re making enough at your job. So what do you do? Hanna Horvath, CFP®, writes the Substack “Your Brain on Money” and joined Malcolm and Ricky for a conversation about: - How the definition of being middle class is changing. - Gen Z’s split preference between socialism an…

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Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet 1:00:12

1M ago1:00:12

1:00:12

Ellen Huet is a features writer at Bloomberg and the author of Empire of Orgasm: Sex, Power, and the Downfall of a Wellness Cult. Ellen joins Big Technology to discuss how Silicon Valley, a place that prides itself on independent thinking, keeps falling into powerful forms of groupthink. Tune in to hear how group houses, self-help programs, and “hi…