The Wire · News & listening
Headlines from the major business desks, tagged by what matters to a long-term owner: capital allocation, management, earnings, distress. Then the long-form shows that teach how great businesses are built.
The listening room
Fresh episodes from the shows value investors actually finish. Links open the publisher’s page. We don’t host or re-publish audio.
Lead · CNBC · 3h ago
Jensen Huang’s resignation as Nvidia CEO has brought renewed scrutiny to Commerce Secretary Howard Lutnick and his family's financial ties to the chipmaker.
CNBCNov 14
Eric Trump-backed robot startup Foundation Future Industries has run low on cash and missed payroll, as CEO Sankaet Pathak faces scrutiny over a $4.6 million company loan.
CNBCNov 12
China's Ministry of State Security is getting attention after news of Nvidia CEO Jensen Huang's affair with an alleged MSS spy.
CNBCNov 9
Prediction markets traders price relatively low odds that the Nvidia CEO will depart in the near term.
CNBCNov 9
Goldman CEO David Solomon says investor appetite for AI infrastructure remains strong despite a reset in AI stocks and political uncertainty around data centers.
Ben Gilbert & David Rosenthal
Multi-hour histories of great companies: how the moat was actually built.
Colossus
One business per episode, dissected by an investor who owns or studied it.
Patrick O’Shaughnessy
Long conversations with investors and operators about how they think.
Columbia Business School
From the home of Graham & Dodd: conversations with the great value investors.
The Investor’s Podcast Network
Buffett, Munger and value-investing fundamentals, made approachable.
David Senra
Biographies of history’s great builders. Learn to judge management.
Shane Parrish
Mental models and decision-making, in the spirit of Charlie Munger.
Ted Seides
Inside the endowments, family offices and managers who allocate capital.
Bloomberg
The plumbing of markets and the economy, explained by the people who run it.