Archive - Telltales

AI's Disruptive Potential, Pharma Deals, the Future of Search & the energy balance (e2416)

Examining the impact of AI on jobs, Vertex's $4.9B Alpine acquisition, Google's search challenges, and the promise of GLP-1 drugs for obesity and…

16 hrs ago •

and

30:37

Navigating Markets and Industries: Energy, Autos, Banking, and Pharma (e2415)

Exploring Oil, Natural Gas, Macroeconomics, Tesla's Strategy, Banking Giants, and Pharmaceutical Innovations

Apr 11 •

and

35:15

🇨🇳Assessing China Exposure - Memo Pages 1-20 (e2414)

An In-Depth Look at How Escalating U.S.-China Tensions Could Impact Major Companies

Apr 4 •

36:38

March 2024

Antitrust and Big Tech: Lessons from Microsoft's Lost Decade (e2413)

Antitrust Scrutiny's Chilling Effect on Innovation

Mar 27 •

33:48

🤖Nvidia GTC / Microsoft Acqahire / Google + Apple Deal? / Oil Prices 📈 / Healthcare Updates / Gas Supply 📉 (e2412)

Google's Gemini Model: Game-Changer for Apple? / Microsoft Acquires Inflection AI / Nvidia Blackwell / Lantheus, Vertex, & Biontech Updates / Factors…

Mar 20 •

29:10

💉Biotech & 🛢️Energy -> More Similar Than You Think (e2411)

From 🇸🇦 Saudi Arabia to 🩻 Cystic Fibrosis: A Cross-Sector Perspective on Capital Allocation 💰

Mar 13 •

32:43

The Telltales Investor (episode 2410)

Insights and Philosophy on Investing in Healthcare & Biotech

Mar 7 •

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30:51

February 2024

Navigating the AI Revolution: Insights from Klarna's Cost-Saving Strategies to Google's Gemini Blunders (episode 2409)

A Deep Dive into AI's Impact Across Industries, from Customer Service Innovations and Healthcare Advancements to the Challenges of AI Bias and Talent…

Feb 28 •

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34:51

📈Nvidia's Market Surge: Analyzing the Chip Giant's Earnings and Future Prospects

From Oil Dynamics 🛢️ to Tech Titans 🧑‍💻+ A Deep Dive into Nvidia's Valuation and the Competitive Landscape of AI Chips

Feb 22 •

and

31:17

🤠 Q4 Earnings Roundup - Telltales Episode 2407

Spotlight on Earnings: From Tech Titans to Retail Giants; World Oil Dynamics: A Supply Story; The U.S. Gas Puzzle; U.S. Government's Budget Dilemma; and…

Feb 15 •

and

31:06

📺 The Future of Streaming Media: A Deep Dive (Telltales e2406)

Oil Market Stability, U.S. Fiscal Challenges, Streaming Media Consolidation, Vertex's Healthcare Breakthroughs, and China's Economic Outlook: A…

Feb 8 •

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34:08

Telltales Episode 2405: 🤖AI to drive Platform Shift? Pain Study Results 💉, Energy Roundup 🛢️ and more...

Is Apple going to miss the next platform shift? Elon Musks Comp Plan. Google's Platform Shift Opportunity. Vertex's pain study results. Data Center…

Feb 1 •

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33:29

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