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By Nigel and Maven, Free for All
Podcast: Things Past and Things to Come November 7 2022
Did October’s start of the earnings season vindicate our podcasters’ bold prediction of the start of a turnaround? What about tech, in particular, that makes it a complicated question for […]
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Podcast: Things Past and Things to Come October 3, 2022
Our podcasters talk about another crazy week in the stock market, with Maven continuing to double down on her “demon short-seller” theme and Tom and Nigel starting to see some […]
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Podcast: Things Past and Things to Come September 26 2022
A very bad week in the markets, and you can guess that Maven is blaming the short sellers. Even Nigel, though, is admitting concern about the way the Fed is […]
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Podcast: Things Past and Things to Come September 19 2022
The stock market is still in the dumps, and our podcasters talk about the impact of short selling and inflation, and the prospects that improved corporate earnings in October will […]
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Podcast: Things Past and Things to Come September 12 2022
Our panel of podcasters find more proof that short-selling has been distorting the stock market, and predict that things will likely improve in October. They also talk about tech spending […]
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Podcast: Things Past and Things to Come September 6, 2022
Last week wasn’t great for the stock market, but all our podcasters think that a recovery is likely in October, for both fundamental reasons and because earnings reports’ upsides are […]
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By Nigel and Maven, By Tom Nolle, Free for All
Podcast: Things Past and Things to Come August 29 2022
Tom, Maven, and Nigel look at four players in network equipment; Arista, Cisco, Juniper, and Palo Alto, and discuss why “generalist” vendors like Cisco and Juniper need something new for […]
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Things Past and Things to Come Podcast: August 22 2022
Tom Nolle, Maven Lightheart, and Nigel Hardwicke talk about recent developments, and in particular about 5G. What’s needed for 5G to “take off”, and is that even a question we […]
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August 19 2022: Reading into Cisco’s Quarter Shows Good Results but Signals of Risk
Cisco turned in good numbers, enough to kick their stock up the morning after their report. Look at the details, though, and Cisco didn’t achieve any breakthroughs or demonstrate any […]
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Things Past and Things to Come-August 15 2022
This week, Maven and Nigel will talk about the economy, the stock market trends, and how things might be expected to impact companies in networking and computing.
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