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Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies
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From Brent to Broadcom: Cash Flow in a Crosswind (e2543)
Oct 23, 2025
Navigating the Tariff Turmoil: Implications for Tech and Healthcare (e2515)
Apr 11, 2025
Healthcare Shockers, AI Doctors, and a Trillion-Dollar Pharma Buying Spree (e2603)
Jan 14
4
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Discussions
Introducing the Telltales Podcast
Navigating the investing landscape through data & insight
Aug 5, 2021
1
Is Microsoft the Next Intel — or the OS for AI Agents? (e2616)
How the oil shock, the deficit math, and AI capex all connect
Apr 15
34:04
From Bankruptcy to $100B FCF (e2615)
NVIDIA's Compounding Moat, Lilly's Expiring Edge, and the Oil-Gas Paradox
Apr 8
1
30:45
Apple at 50, Oil at a Crossroads (e2614)
From Iran and the Strait of Hormuz to Siri, AI capex, and Eli Lilly’s latest move, the hosts map the forces shaping markets now.
Apr 1
35:13
From Oil Risk Premiums to Cancer Vaccines (e2613)
Telltales connects Iran-driven energy shocks, hyperscaler spending, and mRNA oncology to the cashflow trends shaping markets
Mar 25
34:34
20 Million Barrels and No Way Out (e2612)
From $60 to $100 crude, from employees to AI agents — the shifts that matter now
Mar 18
2
33:27
The Most Dangerous Chokepoint in Energy (e2611)
How the closure of the Strait of Hormuz could disrupt oil, LNG, and global markets.
Mar 11
33:14
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Telltales
On Telltales, we bring you the 'Cashflow Memo'—a weekly breakdown of financials from various industries, guiding you through the numbers that matter. Hunt, Jason, & Mike cut through the market noise and bring you insights in your investment journey.
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