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Tariffs, Translucence & Tesla: A 30-Minute Tour of Markets in Flux (e2524)
Rare-earth trade chess, Apple’s AR tease, and a healthcare middle-man showdown—decoded through cash-flow lenses.
Jun 11
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Tariffs, Translucence & Tesla: A 30-Minute Tour of Markets in Flux (e2524)
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31:11
Energy, Chips & Deficits (e2523)
Intel’s historic pivot, $UNH's downfall, $TSM - AI choke point, nuclear-powered data centers, and the race to reinvent weight-loss drugs
Jun 5
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Energy, Chips & Deficits (e2523)
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34:34
May 2025
Nvidia's Cash Flow Margins: Too Good to Last? Plus Intel's Origin Story (e2522)
Plus GLP-1 prices drop, Alzheimer's blood tests approved, and CVS exits Arkansas
May 28
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Nvidia's Cash Flow Margins: Too Good to Last? Plus Intel's Origin Story (e2522)
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28:17
Chips, Capacity, and Colossus: Reading the Currents in Tech & Energy (e2521)
A $25B bet from Tesla, OpenAI’s counterpunch, and the war-time roots of the chip industry
May 21
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Chips, Capacity, and Colossus: Reading the Currents in Tech & Energy (e2521)
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31:01
CRACKING THE COST CODE: Pharma, PBMs, and the AI Buildout
From drug price wars and shadowy rebates to the trillion-dollar shift from CPUs to GPUs—how policy, power, and platforms are reshaping healthcare and…
May 14
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CRACKING THE COST CODE: Pharma, PBMs, and the AI Buildout
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29:11
Parallel Islands: When Chips, Cars & Currencies Diverge (e2519)
From OPEC’s supply dance to Nvidia’s CUDA moat and Washington’s budget puzzle—decoding the cash‑flow forces shaping 2025.
May 7
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Parallel Islands: When Chips, Cars & Currencies Diverge (e2519)
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30:03
April 2025
Empty Shelves and Shifting Supply Chains: The Cost of US-China Decoupling (e2518)
Examining the potential impacts across the memo as tensions with China escalate
Apr 30
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Empty Shelves and Shifting Supply Chains: The Cost of US-China Decoupling (e2518)
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32:47
Tesla's Robotaxi Rollout: A Glimpse into the Future of Transportation (e2517)
Is Tesla Overvalued? Healthcare Executive Orders, Energy, & Macro
Apr 23
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Tesla's Robotaxi Rollout: A Glimpse into the Future of Transportation (e2517)
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33:16
Navigating Tariffs, Tech Troubles, and Energy Impacts (e2516)
Analyzing the ripple effects of Trump's economic policies on key industries
Apr 18
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Navigating Tariffs, Tech Troubles, and Energy Impacts (e2516)
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37:01
Navigating the Tariff Turmoil: Implications for Tech and Healthcare (e2515)
Analyzing the impact of the 90-day tariff pause on key industries
Apr 11
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Navigating the Tariff Turmoil: Implications for Tech and Healthcare (e2515)
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17:34
Navigating the Healthcare Landscape: Layoffs, Regulations, and Breakthroughs (e2514)
$VRTX $HROW $AAPL $MSFT $CRWV
Apr 3
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Navigating the Healthcare Landscape: Layoffs, Regulations, and Breakthroughs (e2514)
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34:54
March 2025
Apple's AI Woes, Signal & Government Comms, Healthcare Cashflow Stars, & Energy Market Outlook (e2513)
Signal & Security/Transparency Tradeoffs, Quality Healthcare Businesses & Apple's AI Blunders
Mar 27
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Apple's AI Woes, Signal & Government Comms, Healthcare Cashflow Stars, & Energy Market Outlook (e2513)
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34:36
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