Skip to content
Sign in
Artwork for Basis Points
Business

Basis Points

Basis Points

Finance Media discussion weekly!

Play
Open in
  • 25 episodes
  • Avg 1 hr
  • English

Episodes 25

NewestOldestLongest
All20Unplayed20In progress0Played0
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • Saturday · 1 hr 13 min

    Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Real Estate Skills08:55 - Micron Earnings 27:00 - Why not buy Micron?41:22 - Nvidia53:18 - Zeta1:01:41 - Nike1:03:07 - Trump's AI Dinner1:07:08 - Google

  • September 28 · 56 min

    Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Meta 17:00 - Companies partnering with Muse25:00 - Apple missed the mark33:25 - Amazon39:00 - AMD45:00 - Mount Rushmore of CEOs47:20 - Bond Yields

  • September 20 · 1 hr 12 min

    The AI Doomers Are BACK, The Fed Sends A MESSAGE, Can The Market Handle Rate Hikes? | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro03:12 - Apple iPhone Duo11:50 - AI Safety26:50 - Dreamforce29:00 - The Fed Debate57:35 - Where does the market go with rate hikes

  • August 31 · 1 hr 8 min

    Nvidia CRUSHES Earnings, Ed Zitron Is WRONG, Will The Fed Hike Rates? | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Nvidia Earnings09:00 - Ed Zitron Blocks Steve23:32 - SaaS is Back33:50 - GTA 645:00 - Meta50:30 - Steve Wants To Buy a New Stock1:02:00 - The Fed

  • August 19 · 47 min

    We Talked To An Ex-Wall Street Quant & He Told Us EVERYTHING | Basis Points

    Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant Approach17:00 - How A Quant makes decisions23:24 - Day Trading31:00 - AI implications for quants34:15 - Tokenization38:00 - Perps vs Options44:25 - QFEX

  • August 7 · 50 min

    Palantir CRUSHES Earnings, S&P Hit's All Time Highs, Michael Burry Shorts Nebius | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - skip or embrace the cringe04:05 - palantir earnings15:44 - zeta18:34 - burry shorting26:40 - bezos selling amazon29:25 - macro35:35 - amd 37:45 - space x45:30 - nvidia earnings

  • July 31 · 38 min

    Leopold's AI Fund BLOWS Up, Big Tech Saves The Market, CapEx Continues | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft Earnings24:32 - META Earnings33:27 - Software Stocks

  • July 17 · 1 hr 7 min

    The Stock Market Is Confusing | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod

  • July 10 · 1 hr 13 min

    Meta Enters The Neocloud Race, Micron Destroys Earnings, Rate Hikes Coming? | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:10 - Micron's Earnings and Sentiment Shift14:11 - Meta Compute25:20 - Burry Long Draftkings29:15 - Palantir's Open Source Push46:35 - Trump and Iran54:46 - The Fed1:01:10 - Sectors besides TechAsk

  • July 10 · 1 hr 7 min

    The Fed Is Wrong & The Market Knows It | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Birthday!02:15 - Oil Coming Down04:40 - Kevin Warsh's First Meeting As Fed Chair17:20 - SpaceX IPO23:55 - Retail Investors and Mag 7 34:48 - Software Stocks46:15 - Snapchat Glasses57:40 - Bernie Sanders New AI Legislation1:02:50 - Stock DraftHow this was made

  • July 10 · 59 min

    SpaceX Has A MONSTER IPO, But Tech Still Sells Off | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:12 - SpaceX IPO09:15 - Tech Stock Dump20:30 - Jobs Data26:00 - LLM Model Costs Going Down32:20 - AVGO Earnings & Looking at Tech Multiples45:00 - ORCL Earnings56:37 - Amazon...

  • July 10 · 1 hr 4 min

    Software Is Back & The Bulls Stay In Control | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:25 - Reflections on the SoFi and Zeta Podcast06:02 - SaaS is Back15:59 - Stocks We Bought This Week24:20 - Invest then Investigate39:40 - Following Trump48:05 - META53:55 - Bitcoin

  • July 10 · 47 min

    David Steinberg, CEO of Zeta | Basis Points

    Thank you to David Steinberg for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodDavid Steinberg - https://x.com/dsteinberg1000000:00 - David's Early Career06:30 - The Infamous Board Meeting20:00 - Is SaaS Coming Back?34:20 - How Big Can Zeta Become? 34:50 - ROI on Marketing Spend from Customers 43:40 - Rapid Fire

  • May 22 · 1 hr 3 min

    CEO of SoFi, Anthony Noto | Basis Points

    Thank you for Anthony Noto for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodAnthony Noto - https://x.com/anthonynoto00:00 - Intro02:55 - SoFi's Stock Performance15:40 - SoFi's Critical Success Factors18:58 - SoFi USD29:15 - How Big Can SoFi Become?32:51 - SoFi Plus36:50 - SoFi being the AWS of Fintech43:45 - New Cash Revenue Metrics for SoFi51:25 - SoFi's Loan Book Platform 55:40 - Rapid Fire

  • May 15 · 1 hr 18 min

    The Stock Market just Keeps Going Up | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:59 - Are Markets Getting Too Euphoric22:51 - Rocketlab All Time Highs29:15 - Stocks We Bought This Week37:30 - Cisco Blowout Quarter44:10 - Steve Buys Micron51:17 - The Future of Humanoids1:04:11 - Trump Is Buying Stocks1:06:55 - Thrive Buys Shopify 1:13:20 - Next Week Preview

Showing 1–20 of 25 episodes