Best Brian Levitt Podcasts (2024)

1
Markets at midyear 28:00

3h ago28:00

28:00

The first half was a bit of a roller coaster ride for markets. They waited for data to confirm the future path of interest rates — then reacted (and sometimes overreacted) to almost every data point. So, what’s in store for the second half? Chief Global Market Strategist Kristina Hooper joins the podcast to discuss our midyear market outlook. (Inve…

1
DISNEY WORLD SCREWS OVER DISNEY VLOGGERS BIG TIME with Tania’s Bayou Adventure POV!! 33:45

14d ago33:45

33:45

Checkout our YouUTbe Channel https://www.youtube.com/@MainStreetMoments

1
Starbucks (with Howard Schultz) 3:15:14

16d ago3:15:14

3:15:14

Starbucks. You’d be hard pressed to name any brand that’s more ubiquitous in the world today. With nearly half a billion global customer purchases per week across its stores and 3rd party retail channels, a significant portion of the human population gets their daily fix in the green and white paper cup. (Including our own Ben Gilbert who famously …

1
How does bitcoin fit in a portfolio? 30:06

29d ago30:06

30:06

Bitcoin is having another moment. The price has been high, and investors have easier access to cryptocurrencies through a range of exchange-traded funds. Ashley Oerth and Ken Blay join the podcast to discuss how investors might incorporate bitcoin into their portfolio. (Invesco Distributors, Inc.)By Invesco

1
Resort TV1 Taken Down by Ron on the Go Adam the Woo Leaves America 1:07:59

1M ago1:07:59

1:07:59

The Mainstreet Moments Podcast is Back!By Brian

1
Microsoft 4:23:10

2M ago4:23:10

4:23:10

Microsoft. After nearly a decade of Acquired episodes, we are finally ready to tackle the most valuable company ever created. The company that put a computer on every desk and in every home. The company that invented the software business model. The company that so thoroughly and completely dominated every conceivable competitor that the United Sta…

1
Artificial intelligence, industrials, and trends driving the market 20:37

3M ago20:37

20:37

In Part 2 of our recent conversation with Justin Livengood, we discuss the impact of artificial intelligence on wide variety of industries, why some of his favorite companies are industrials, and when we might see a lessening of market concentration. (Invesco Distributors, Inc.)By Invesco

1
The state of the US banking system a year after SVB 32:41

3M ago32:41

32:41

A year after the collapse of Silicon Valley Bank (SVB), Justin Livengood returns to the podcast to talk about more recent concerns about US regional banks and important differences between the situation now and one year ago. (Invesco Distributors, Inc.)By Invesco

1
Renaissance Technologies 3:10:19

3M ago3:10:19

3:10:19

Renaissance Technologies is the best performing investment firm of all time. And yet no one at RenTec would consider themselves an “investor”, at least in any traditional sense of the word. It’d rather be more accurate to call them scientists — scientists who’ve discovered a system of math, computers and artificial intelligence that has evolved int…

1
Hermès 4:10:36

4M ago4:10:36

4:10:36

In luxury, there’s Hermès… and there’s everyone else. Stewarded by one French family over six generations, Hermès sells the absolute pinnacle of the French luxury dream. Loyal clients will wait years simply for the opportunity to buy one of the company’s flagship Birkin or Kelly bags. Unlike every other luxury brand, Hermès: Doesn’t increase supply…

1
Analyzing a Trump-Biden rematch 31:37

4M ago31:37

31:37

Head of US Government Affairs Jennifer Flitton joins the podcast to discuss where the candidates stand on issues of importance to investors, as well as the fast-moving details of the foreign aid bill in Congress. (Invesco Distributors, Inc.)By Invesco

1
Top 10 questions for 2024 27:20

5M ago27:20

27:20

Will the US equity market remain concentrated? Will Red Sea shipping disruptions be inflationary? Are outsized equity returns over for the near term? Brian Levitt tackles the Top 10 market questions he’s hearing as 2024 begins. (Invesco Distributors, Inc.)By Invesco

1
Novo Nordisk (Ozempic) 3:44:55

5M ago3:44:55

3:44:55

Last year Novo Nordisk, the Danish pharmaceutical company behind Ozempic and Wegovy, overtook LVMH to become Europe’s most valuable company. And the pull for Acquired to finally tackle healthcare (18% of US GDP!) became too strong for us to resist. While we didn’t know much about Novo Nordisk before diving in, our first thought was, “wow, seems lik…

1
The most popular questions of 2023 28:18

6M ago28:18

28:18

Invesco Fixed Income’s Chief US Economist joins the show to answer questions on recession, rates, and considerations for income-seeking investors in the new year. (Invesco Distributors, Inc.)By Invesco

1
Holiday Special 2023 2:25:44

6M ago2:25:44

2:25:44

Ben has some big news. Actually, double big news! On what has become a holiday tradition here at Acquired, we cozy up to the fire to do our annual review of the show “in public”. We reflect on what can only be described as an absolutely mind-blowing 2023 (LVMH! Jensen! Costco! Charlie! Half a million plus listeners!) and look ahead to some big thin…

1
2024 outlook: The inflation/growth balancing act 40:01

7M ago40:01

40:01

Will inflation come under control before the economy deteriorates? When will central banks start cutting rates? And what happened to the much-anticipated US recession that was expected in 2023? Kristina Hooper and Alessio de Longis join the podcast to answer these questions and many more. (Invesco Distributors, Inc.)…

1
Visa 3:42:54

7M ago3:42:54

3:42:54

To paraphrase Visa founder Dee Hock, how many of you know Visa? Great, all of you. Now, how many of you know how it started? Or, for that matter, who started it? Who runs and governs it? Where is it headquartered? What’s its business model? For the 11th largest market cap company in the world, Visa’s history and strategy is almost shockingly unknow…

1
Charlie Munger 1:06:46

8M ago1:06:46

1:06:46

We sit down with the legendary Charlie Munger in the only dedicated longform podcast interview that he has done in his 99 years on Earth. We’ve gotten to have some special conversations on Acquired over the years, but this one truly takes the cake. Over dinner at his Los Angeles home, Charlie reflected with us on his own career and his nearly 50-ye…

1
Disney Live Streamer Ron on The Go EXCLUSIVE Interview 28:10

8M ago28:10

28:10

Disney Live Streamer Ron on The Go Exclusive interview! Checkout our YouTube Channel https://www.youtube.com/@MainStreetMoments/videos

1
When will Congress get its House in order? 29:02

8M ago29:02

29:02

The House of Representatives has been without a Speaker for over two weeks. Jen Flitton joins the podcast to discuss the ongoing drama and the implications for the looming government shutdown. We also discuss the crisis in Israel and Gaza, and share early opinions on the 2024 presidential election. Recorded October 19, 2023. (Invesco Distributors, …

1
NVIDIA CEO Jensen Huang 1:29:47

8M ago1:29:47

1:29:47

We finally sit down with the man himself: Nvidia Cofounder & CEO Jensen Huang. After three parts and seven+ hours of covering the company, we thought we knew everything but — unsurprisingly — Jensen knows more. A couple teasers: we learned that the company’s initial motivation to enter the datacenter business came from perhaps not where you’d think…

1
Across the US in 20 minutes 23:14

8M ago23:14

23:14

Brian Levitt shares his quick answers to frequently asked questions on issues impacting US markets, including government shutdowns, worker strikes, interest rates, and Federal Reserve policy. Recorded Oct. 6, 2023. (Invesco Distributors, Inc.)By Invesco

1
WDW News Today says DFB Guide is unethical 1:17:16

8M ago1:17:16

1:17:16

WDW News Todays says DFB Guide is Unethical and all the Disney YouTubers Hate Each Other Checkout our YouTube Channel https://www.youtube.com/mainstreetmoments Link to WDW New Today Podcast we are talking about https://www.youtube.com/watch?v=57DW_Bh7mj4&t=2449s

1
Disney Live Streamer Spokesmayne is Back Vlogging at Disney World 50:18

9M ago50:18

50:18

Spokesmayne, one of the Original Walt Disney World Live Streamers and Vloggers is Back! Checkout our YouTube Channel https://www.youtube.com/results?search_query=main+street+moments

1
Are you ignoring these 13,000 growth opportunities? 40:16

9M ago40:16

40:16

Almost 13,000 stocks are classified as international small- and mid-cap (SMID), but “US investors see international SMID cap in all the wrong ways.” David Nadel discusses the misperceptions investors have about these stocks and where his team sees opportunities in this often-overlooked space. (Invesco Distributors, Inc.)…

1
Nvidia Part III: The Dawn of the AI Era (2022-2023) 2:53:45

10M ago2:53:45

2:53:45

It’s a(nother) new era for Nvidia. We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). Th…

1
Costco 3:01:09

10M ago3:01:09

3:01:09

Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any major retailer in America — and also the wealthiest customer base. They p…

1
Snow White Hates Snow White 26:13

10M ago26:13

26:13

Snow White Hates Snow White Checkout our YouTube Channel https://www.youtube.com/@MainStreetMoments

1
Is artificial intelligence coming for our jobs? 29:45

10M ago29:45

29:45

From HAL to the Terminator, pop culture has given us plenty of doomsday scenarios around artificial intelligence, or AI. But what’s the real story? Ashley Oerth joins the podcast to talk about what AI is (a tool that can help knowledge workers be more productive) and what it isn’t (the end of humanity, thankfully). And she discusses three categorie…

1
Nike 4:02:56

11M ago4:02:56

4:02:56

Nike — it’s perhaps the most iconic and most prolific brand of the modern era. On any given day, swooshes adorn the feet of more people on earth than any other footwear company — by a long shot. If you read Shoe Dog or watched Air, you may think you know its history. But Shoe Dog ends in 1980, and Air… well let’s just say it’s an enjoyable piece of…

1
A conversation with Yum China CEO Joey Wat 31:23

11M ago31:23

31:23

In a special episode of the podcast, Justin Leverenz of our Emerging Markets Equity Team talks with Joey Wat, CEO of Yum China, about the spectacular rise of the Chinese consumer, the formulas for anticipating and meeting the needs of Chinese customers, and much more. (Invesco Distributors, Inc.)By Invesco

1
Porsche (with Doug DeMuro) 3:21:32

12M ago3:21:32

3:21:32

Nobody’s perfect — including Porsche. Despite that phrase appearing in their famous 1983 magazine advertisement, they managed to get damn-close to the perfect luxury business (even Bernard Arnault would be jealous!). Porsche is both quality AND quantity, owning the most prestigious brand in its market, while at the same time churning out almost hal…

1
The midyear market mood 34:26

1y ago34:26

34:26

The first half of the year brought us rate hikes, bank failures, and a debt ceiling scare — and yet the global economy has remained remarkably resilient. Kristina Hooper and Alessio de Longis talk about “recession obsession,” the path ahead for interest rates, and their views of equities, fixed income and real estate. (Invesco Distributors, Inc.)…

1
Uber CEO Dara Khosrowshahi 1:36:23

1y ago1:36:23

1:36:23

Uber CEO Dara Khosrowshahi dropped by the Acquired studio for an Eats delivery, so we broke out the cameras and asked him to hang out for a wide-ranging conversation. :) We talk about his 20 years working with Barry Diller, starting his career at Allen & Company, how the Uber CEO search process ACTUALLY went down… and oh yeah, the massive transform…

1
Disney World LIVE STREAMER Wars Getting Hot 43:40

1y ago43:40

43:40

On this epsidoe we Discuss the War for Viewers with teh Disney World Live Streamers. Checkout out YouUTbe Channel https://www.youtube.com/@MainStreetMomentsBy Kathy and Brian

1
Lockheed Martin 3:36:59

1y ago3:36:59

3:36:59

Today we bring you two absolutely incredible stories. The first is Lockheed’s legendary Skunk Works division — the elite team of aviation geniuses who produced some of the greatest airplanes in history: the U-2, the Stealth Fighter, and the incomparable SR-71 Blackbird. The second story is arguably even more important, but not widely known! It's th…

1
Quick take: The debt ceiling debate 24:58

1y ago24:58

24:58

As the X-date looms, we talk to Invesco’s Head of US Government Affairs Jen Flitton about the debt ceiling debate: How did we get here, what comes next, and why has this process become so difficult? (Invesco Distributors, Inc.) From: Invesco. Hosts: Brian Levitt and Jodi Phillips. Guest: Jen Flitton. Recorded on May 18, 2023.…

1
Spotify CEO Daniel Ek 1:37:27

1y ago1:37:27

1:37:27

We sit down with Spotify CEO Daniel Ek live in Stockholm at Spotify’s amazing HQ studio (check out the video version of this episode — which plays natively on Spotify!). This was an incredibly special and timely conversation: for those who haven’t been paying attention over the past few years, after revolutionizing music Spotify has now ALSO comple…

1
What's next for the commercial real estate market? 32:36

1y ago32:36

32:36

After the recent issues at regional banks, concerns about commercial real estate have grown. Is this market “the next shoe to drop”? The headwinds have been well-publicized, but challenges create opportunities. Invesco Real Estate’s Bert Crouch joined the podcast to discuss the shorter-term and longer-term opportunities he sees in the market. (Inve…

1
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming 2:15:08

1y ago2:15:08

2:15:08

We sit down Benchmark’s legendary gaming investors Mitch Lasky and Blake Robbins (now also of the excellent Gamecraft podcast fame) to discuss the history and future of gaming business models. This episode is the perfect bookend to our Nintendo/Sega gaming series this season on Acquired — no one is more qualified than Mitch and Blake to breakdown h…

1
Short: The Death of Sega 1:07:34

1y ago1:07:34

1:07:34

Sega and the Genesis was THE underdog story of the early 90’s. In a single console generation, Sega went from ~zero to 50% US market share and dethroned Nintendo’s seemingly invincible global monopoly. But — somehow — it all then died. Two console generations later Sega was out of the hardware game entirely, and the company was sold off for pieces …

1
Has has The Disney Food Blog Become Lazy 49:30

1y ago49:30

49:30

Has the Disney Food Blog Become Lazy? Checkout Our YouTube Channel http://youtube.com/mainstreetmoments

1
Nintendo: The Console Wars 3:17:01

1y ago3:17:01

3:17:01

In the 1980’s Nintendo was on top of the world, with the NES achieving over 90% market share of home video games globally. So how did they fall ALL the way down to ~10% in just a few short console generations? And how did they then build themselves back up (and down and up again) to the top of the world again? Spoiler: it all hinged on one very sma…

1
Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business 1:29:15

1y ago1:29:15

1:29:15

7 Powers author Hamilton Helmer and his Strategy Capital colleague Chenyi Shi join us again to discuss their latest research on a topic that’s highly relevant to the recent Acquired canon: how to build a second business line. This incredibly important “transforming” question faces every great company who has achieved initial product success (as wel…

1
Sessions: David Senra (Founders Podcast) 3:18:37

1y ago3:18:37

3:18:37

ACQ Sessions returns with David Senra of the Founders Podcast. David is one of our very favorite people in the world — it’s impossible to spend an hour (or 3!) with him and not come away inspired to go take over the world. This conversation is an “extended, IRL version” of monthly calls that we do together where we share stories, swap life and podc…

1
VLOGGER vs VLOGGER: Rix Flix and The Pugh Two, Who Does Universal Studio Florida Better? 48:47

1y ago48:47

48:47

Checkout our YouTube Channel https://www.youtube.com/@MainStreetMomentsBy Brian and Kathy

1
JUSTIN SCARRED ATTACKED BY ANOTHER DISNEYLAND VLOGGER AT DISNEYLAND! 27:11

1y ago27:11

27:11

Justin Scarred Attacked by Another DisneyLand Vlogger at DisneyLand. Checkout our YouTube Channel https://www.youtube.com/@MainStreetMoments

1
Nintendo's Origins 3:25:14

1+ y ago3:25:14

3:25:14

You may think you know the Nintendo story: a plumber named Mario, a princess named Zelda… and didn’t they buy the Seattle Mariners at some point? We thought we knew it too. And then we started researching and were blown away. The lovable Disney-like Nintendo that we know today is a 130 year-old a playing card company (i.e. gambling), forged in the …

1
Quick take: The Silicon Valley Bank collapse 27:38

1+ y ago27:38

27:38

Senior Portfolio Manager Justin Livengood discusses the state of the bank industry, the reaction from regulators, the economic implications, and the potential response from the Federal Reserve. (Invesco Distributors, Inc.) Host: Brian Levitt. Guest: Justin Livengood. Recorded on March 14, 2023.By Invesco