Episodes

  • Big Tech earnings, S&P and Moody’s, AI

    Big Tech earnings, S&P and Moody’s, AI
    May 3 2026

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    56 mins
  • AI Doom, Veeva, Research and Writing

    AI Doom, Veeva, Research and Writing
    Apr 2 2026

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    53 mins
  • MBI interviews Asianometry

    MBI interviews Asianometry
    Mar 3 2026

    Asianometry:

    https://www.youtube.com/@Asianometry

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    1 hr and 15 mins
  • Big Tech Earnings

    Big Tech Earnings
    Feb 7 2026

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    56 mins
  • Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

    Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
    Nov 30 2025

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    1 hr and 2 mins
  • The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

    The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
    Nov 2 2025

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    1 hr and 3 mins
  • Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

    Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
    Sep 28 2025

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    59 mins
  • Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

    Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
    Aug 25 2025

    MBI:
    https://www.mbi-deepdives.com/

    scuttleblurb:
    https://www.scuttleblurb.com/
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    58 mins