Best Dot Edwards Podcasts (2026)

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TIP782: The Search for Mispriced Stocks w/ Clay Finck 1:01:59

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8h ago1:01:59

1:01:59

In this episode, Clay reviews the book Hidden Investment Treasures by Daniel Gladiš and explores how the rise of passive investing has created growing inefficiencies in today’s market. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:02:37 - How the rise of passive investing has weakened the price discovery process00:07:38 - Why price and value ofte…

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Play Dirty 55:38

1h ago55:38

55:38

This week, Jerah and Jon are covering Play Dirty, directed by Shane Black, written by Shane Black, Charles Monday, and Anthony Bagarozzi, starring Mark Wahlberg, LaKeith Stanfield, Rosa Salazar, Keegan-Michael Key, Chukwudi Izumi, Nat Wolff, Gretchen Mol, Thomas Jane, and Tony Shalhoub. Together, they discuss the episode being a mess, James’ absenc…

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How an Open Context Layers Help Enterprises Build, Govern, & Scale Agentic AI - with Prukalpa Sankar of Atlan 24:54

5h ago24:54

24:54

Today's guest is Prukalpa Sankar, Co-Founder & CEO at Atlan. Atlan is a metadata platform delivering data and AI governance. Combining enterprise data with AI infrastructure with business context and security, Atlan allows humans and AI agents to find, trust, and govern data across the entire enterprise. Prukalpa joins Emerj Editorial Director Matt…

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Reducing R&D Cycle Time in Pharma Without Increasing Regulatory Risk - with Vaithi Bharath of Bayer 38:01

2d ago38:01

38:01

Today's guest is Vaithi Bharath, Associate Director of Data Science & AI Solutions at Bayer. Bharath joins Emerj Editorial Director Matthew DeMello to break down why clinical R&D timelines often slip for reasons that have little to do with model performance. Rather, delays compound when data moves across fragmented systems, teams rely on slow hando…

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TECH012: Monthly Tech Roundup – Data Centers in Space, AI5 Chip, Tesla vs. Waymo w/ Seb Bunney (Tech Podcast) 1:10:30

2d ago1:10:30

1:10:30

Preston and Seb unpack AI’s implications for safety, governance, and economics. They debate AGI risks, corporate centralization, Bitcoin's regulatory role, and Elon Musk’s ventures in space and autonomous tech. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:04:37 – Why AI safety and autonomy are increasingly at odds 00:11:30 – How AGI could resha…

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Data Solutions for Tailoring Agronomic Support to Meet Regional Needs - with Tami Craig Schilling of Bayer Crop Science 34:48

3d ago34:48

34:48

Today's guest is Tami Craig Schilling, Vice President of Agronomic Digital Innovation at Bayer Crop Science. Tami brings decades of expertise in agricultural sales, R&D, and digital tools for farmer support. Tami joins Emerj Editorial Director Matthew DeMello to explore how generative AI delivers localized recommendations across the plan-plant-grow…

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Why Agentic and Conversational AI Products Are Not What CX Leaders Think - with Baker Johnson of UJET 33:06

23h ago33:06

33:06

Today's guest is Baker Johnson, Chief Business Officer at UJET. UJET is a next-generation cloud contact center platform that leverages AI to modernize the customer experience. Baker joins Emerj Editorial Director Matthew DeMello to explain why conversational and agentic AI often fall short in CX, and how legacy processes and fragmented data prevent…

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TIP781: My Portfolio & Current Market Conditions w/ Clay Finck & Stig Brodersen 1:27:13

5d ago1:27:13

1:27:13

In this episode, Stig Brodersen sits down with Clay Finck to reflect on Clay’s portfolio decisions, investment philosophy, and personal evolution as an investor. Clay walks through the rationale behind recent additions to his portfolio, how his thinking on valuation versus quality has matured, and why he increasingly prioritizes businesses led by e…

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TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck 1:32:39

7d ago1:32:39

1:32:39

Clay is joined by Shawn O’Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META). IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:01:40 - Why Shawn is bullish on Exor NV00:04:58 - Why Exor trades at a 60% discount to net asset…

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REPLAY: The Best Man Holiday 1:16:19

6d ago1:16:19

1:16:19

While the show is on break for the holidays, we're replaying some classic holiday episodes! Original Description: This week we get into the spirit with Malcom D. Lee's The Best Man Holiday (2013). A tightly constructed romantic comedy with Taye Diggs, Sanaa Lathan, Morris Chestnut, Terrence Howard. Oh you haven't heard of it? Why is that!? Instead …

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TECH011: The History of AI and Chatbots w/ Dr. Richard Wallace (Tech Podcast) 48:02

9d ago48:02

48:02

Dr. Richard Wallace, creator of ALICE and AIML, shares his journey from 1990s chatbot innovation to today’s AI frontiers. He and Preston also explore AI’s learning methods, human vs machine intelligence, and the evolving role of creativity in artificial minds. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro 00:02:46 - How a 1990 New York Times articl…

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Why Post-Merger Integrations Fail Without Data Governance - Sandro Venturini of UBS 17:29

7d ago17:29

17:29

Today's guest is Sandro Venturini, Executive Director at UBS Asset Management Switzerland. Sandro brings deep expertise in fund structuring, cross-border launches, and data integration for financial services. Sandro joins Emerj Editorial Director Matthew DeMello to explore how fragmented fund data creates silos in mergers and launches, and how a si…

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TIP779: Richer, Wiser, Happier Q4 2025 w/ Stig Brodersen & William Green 2:14:40

12d ago2:14:40

2:14:40

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they explore the ideas, stories, and timeless principles from the power of the subconscious mind to the universal human longing for appreciation, love, and meaning. This conversation invites you to slow down, reflect, and re…

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TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve 1:03:19

14d ago1:03:19

1:03:19

Kyle discusses the most important investing lessons he learned in 2025.IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks00:09:05 - Why customer loyalty is an underappreciated signal of long-term business quality00:13:42 - Sleuthing a business00:17:15 - Why re…

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REPLAY: Jingle Jangle: A Christmas Journey w/ Tessa Claire Hersh 1:27:58

12d ago1:27:58

1:27:58

While the show is on break for the holidays, we're replaying some classic holiday episodes! Original Description: It’s the Holiday Season! James, Jerah, and Jonathan are joined by Tessa Hersh to discuss David E. Talbert’s 2020 instant classic, “Jingle Jangle: A Christmas Journey.” The musical follows a toymaker who rediscovers that everything is po…

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TECH010: The Real Robotics Timeline w/ Ken Goldberg (Tech Podcast) 58:03

16d ago58:03

58:03

Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks’ concerns. They dissect the gap between AI language models and physical robotics, focusing on dexterous manipulation, tactile sensing, and visual feedback. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro 00:02:37 - Why Ken agrees that robotics may have “lost its way” 00:…

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Scaling Enterprise Productivity Through Agentic AI and Workflow Automation - with Kuo Zhang of Alibaba.com 21:25

17d ago21:25

21:25

Today's guest is Kuo Zhang, President of Alibaba.com. Alibaba.com is a global B2B marketplace connecting small and mid-sized businesses with manufacturers and suppliers worldwide. Kuo joins Emerj Editorial Director Matthew DeMello for an exclusive interview following his keynote address at this year's CoCreate event in Las Vegas to discuss how agen…

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RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh 2:00:25

19d ago2:00:25

2:00:25

William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure. 00:10:31 - Why investors must go beyond numbers to grasp …

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Rewiring Systems to Scale AI From Demos to Deliverables - Nina Edwards of Prudential Insurance 28:06

20d ago28:06

28:06

Today's guest is Nina Edwards, Vice President of Emerging Technology and Innovation at Prudential Insurance. With decades of experience driving strategy, innovation, and AI-enabled growth at leading financial and consulting firms, Nina brings deep expertise in applied intelligence and emerging technology. Nina joins Emerj Editorial Director Matth…

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Myth & Wyrm Report - Monday Moonrise 5:43

19d ago5:43

5:43

This is your Myth and Wyrm Report. Seasonal updates to help you find the best nightcrawler supplies and avoid dangerous sea monsters. This message will repeat. More about Slumberland at this link. Quincy Dintz performed by Catty Donnelly. Visit Catty's website! The song "It Looks Like The Future, But It Feels Like The Past" by Doctor Turtle. creati…

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TIP777: The 1999 Dot-Com Bubble w/ Clay Finck 1:10:23

21d ago1:10:23

1:10:23

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculati…

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Dashing Through the Snow (Teaser) 7:42

22d ago7:42

7:42

PRODUCTION NOTE: The show is taking the next two weeks off for the holidays—we will be back with new episodes in January! This week, Jerah and Jon are covering Dashing Through the Snow (2023), directed by Tim Story, screenplay by Scott Rosenberg, starring Lil Red Howery, Chris “Ludacris” Bridges, Teyonah Parris, Oscar Nunez, Madison Skye Validum, a…

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Accelerating Speed to Value through Agentic Systems and Intelligent Automation in Life Sciences - with Robert Wenier of AstraZeneca 35:16

22d ago35:16

35:16

Today's guest is Robert Wenier, Global Head of Cloud and Infrastructure at AstraZeneca. Robert leads enterprise cloud, infrastructure, and platform strategy across a highly regulated, data-intensive global organization. Robert joins Emerj CEO and Head of Research Daniel Faggella to discuss how enterprise data and AI architectures are shifting from …

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Governing AI for Fraud, Compliance, and Automation at Scale - with Naveen Kumar of TD Bank 22:06

23d ago22:06

22:06

Today's guest is Naveen Kumar, Head of Insider Risk, Analytics, and Detection at TD Bank. With deep expertise in financial crime and risk analytics, he offers a frontline view into how regulated institutions manage AI securely at scale. Naveen joins Emerj Editorial Director Matthew DeMello to discuss the foundations required for responsible AI adop…

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TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney 1:08:55

23d ago1:08:55

1:08:55

This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, and the future of simulated realities. They also touch on AI bias, regulation, and how evolving tech might reshape society, purpose, and connection. IN …

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Transparency for AI Systems, Regulations, and Humans in Agricultural Manufacturing - with Kun He of Bayer 35:24

21d ago35:24

35:24

Today's guest is Kun He, Lead Scientific Advisor at Bayer Crop Science. He joins Emerj Editorial Director Matthew DeMello to discuss how AI is transforming human talent and workforce development in agricultural manufacturing, balancing data-driven efficiency with the irreplaceable role of human gut instinct. Kun also explores practical takeaways, s…

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Why Granular Visibility and Data Control Determines AI Success in Financial Services - with Chris Joynt of Securiti 30:24

22d ago30:24

30:24

Today's guest is Chris Joynt, Director of Product Marketing at Securiti. Securiti is a leader in AI-powered data security, privacy, and governance across hybrid and multi-cloud environments. Chris joins Emerj Editorial Director Matthew DeMello to explore why trust in data remains the defining challenge for AI in financial services, and how institut…

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RWH063: Avoid Disaster w/ Howard Marks 1:20:17

26d ago1:20:17

1:20:17

In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:04:01 - Why Howard Marks ai…

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TIP776: Stig Brodersen’s Mental Models & Portfolio Update 1:22:14

28d ago1:22:14

1:22:14

On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year, and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholder…

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Being Eddie w/ Ian Edwards 1:02:27

29d ago1:02:27

1:02:27

This week, James and Jon welcome comedian and writer Ian Edwards (Untitled: The Comedy Special You Didn’t Know You Needed) to cover Being Eddie, directed by Angus Wall, starring Eddie Murphy, Dave Chapelle, and Jerry Seinfeld. Together, they discuss where Jerah is, how you even rate a documentary like Being Eddie, what it’s like seeing someone with…

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BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast) 1:00:10

1M ago1:00:10

1:00:10

Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuation models, and adoption barriers. The episode wraps with discussions on energy, AI, and whether Bitcoin's market cycles are evolving toward stability…

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Rethinking Clinical Trials with Faster AI-Driven Decision Making - with Shefali Kakar of Novartis 20:39

28d ago20:39

20:39

Shefali Kakar, Global Head of PK Sciences and Oncology at Novartis, returns to the AI in Business podcast to discuss how AI is reshaping the earliest and most critical phases of drug development—where strategic investment decisions are made long before a clinical trial begins. Together with Emerj Editorial Director Matthew DeMello, Shefali explores…

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Human-Centered Innovation Driving Better Nurse Experiences - with Umesh Rustogi of Microsoft 27:42

28d ago27:42

27:42

Today's guest is Umesh Rustogi, General Manager of Dragon for Nursing, Microsoft Health & Life Sciences. Umesh joins Emerj Editorial Director Matthew DeMello to explore how nursing workflows are straining under documentation burden, and how ambient AI is being built — not repurposed — to fit the realities of frontline care. The conversation also ex…

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TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve 1:02:34

1M ago1:02:34

1:02:34

Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four…