Speaker
Brian Egger
Appearances over time
1 episodes
Episodes
1
Podcasts
Quotes & moments
Carnival Cruise Lines reported it is 93% booked for the current year despite macro uncertainty and Middle East conflict disruptions.
Carnival is growing capacity by only about 1% in 2026, far below the industry average of mid-single-digit supply growth, reflecting a measured approach.
The broader cruise industry is adding capacity at a mid-single-digit rate annually, even as Carnival takes a more conservative approach.
Carnival's full-year revenue yield growth guidance was reduced by 100 basis points since March 2025, driven by higher airfare, gas prices, and Middle East conflict disruptions.
Credit markets aren't scared of the Elon factor — they see it as a reward. Robert Schiffman argues Musk is to this generation what Buffett was to the last one: a rare value creator whose vision deserves a premium.
Carnival's full-year revenue yield growth guidance was cut 100 basis points since March. The culprit: higher airfare and fuel costs, disrupted Eastern Mediterranean itineraries, and a war that lasted longer than anyone expected.
Despite geopolitical headwinds, Carnival is 93% booked for the year and posting positive yield growth. The cruise industry is proving more resilient than the macro environment might suggest.
While the cruise industry adds capacity at mid-single-digit rates, Carnival is growing supply by just 0.9% in 2026 — a deliberately measured approach that looks smart given today's environment.
SpaceX's first-ever investment-grade bond offering will attract heavy demand for one simple reason: nobody owns it yet. Bonds priced wide to BBB peers makes it a screaming buy for credit investors hungry for AI-linked diversification.
SpaceX sits on $100 billion in cash, is committed to investment-grade ratings, and has a liquidity profile that can sustain its burn rate for 3–4 years. That's why the ratings agencies didn't flinch.
SpaceX stock fell 22% in three days after its IPO as early investors flushed out positions. The market is now asking a hard question: who actually wants to own this stock for the long term when it's not a cash flow story?
Google's AI crown has been stolen. Anthropic's latest Mythos model has the government blocking access because it's too capable. Google has no equivalent, no timeline, and is hemorrhaging top researchers.
The Cursor acquisition wasn't just about coding tools — it was a talent and narrative lifeline. Mandeep Singh argues SpaceX stock would have fallen below $100 without it, as the deal gave the company its most credible AI use case.
Eli Lilly had a dry spell bad enough to tank its stock and trigger CEO turnover. Then weight loss drugs arrived and transformed it into the world's most valuable healthcare company. The comeback story of the decade in pharma.
When Dave Ricks took over as CEO, Eli Lilly was one of the slowest drug developers in the industry. He mandated speed above all else. The result: tirzepatide went from lab to approval in about 5 years — less than half the old timeline.
Eli Lilly is deploying its GLP-1 windfall into internal R&D, acquisitions, and AI — including a partnership with NVIDIA and an on-site supercomputer. The question is whether AI can actually deliver new drugs before Lilly's patents expire.
Analysis
What they talk about
- Business 100%
Connections
Shows they appear on and people they share episodes with. Drag to explore.
