Podcast Episodes

Hedging Tech Concentration Risk

Episode 2

Great Janus Henderson analysis here

14 minutes ago

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Meta Q3 2026: The Ad Machine vs. the AI Bill

Meta's Q3 2026 was two stories at once. The ad business beat: revenue of $64.6B, up 26%, with ad impressions up 10% and price per ad up 14% as AI tar…

2 hours ago

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The Trust Problem: Why Financial Advice Runs on 'Trust Me' — and Why That Era Is Ending

Thesis: the financial advisory industry has reinvented its pricing three times — stockbroker commissions, asset-based fees, free trading — without ev…

5 hours ago

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Intuitive Surgical Q3 2026: The Beat-and-Selloff Deep Dive

Intuitive Surgical beat Q3 2026 expectations on every line — revenue up 22% to $3.05B, adjusted EPS of $3.00 up 25%, record system placements of 546 …

6 hours ago

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Coatue CTEK: One Ticket to Anthropic, OpenAI and the Private AI Stack — At What Price?

Coatue's CTEK is a tender-offer fund giving qualified clients one-ticket access to late-stage private tech — Anthropic (13.1% of NAV), OpenAI, Revolu…

1 day ago

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EssilorLuxottica Q3 2026: Beating the Bar on the Toughest Comp Ever

EssilorLuxottica reported Q3 2026 revenue of 7.49 billion euros, up 7.2 percent at constant currency, beating the 7.36 billion euro consensus — on to…

1 day, 1 hour ago

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SpaceX Q3 2026: The SI Inflection — $14.6B Revenue and the $20B Cap Ex Question

SpaceX's third quarter of 2026 was a transformation print: revenue up 161% to $14.6B and a swing to $4.4B of net income, driven by the Super Intellig…

1 day, 1 hour ago

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Netflix Q3 2026: The Margin Machine Beats, the Ad Business Trims

Netflix beat on EPS (/bin/bash.87 vs /bin/bash.82 consensus) as operating margin hit 34.6%, up from 28.2% a year ago, on revenue of 2.87B (+12%). Chu…

1 day, 1 hour ago

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MSCI Q3 2026 Deep Dive: Expense Guide Holds, Stock Rallies

MSCI's Q3 2026 print beat on revenue (892M, +12.4%) and adjusted EPS (5.11, eight cents over consensus). The decisive item, the full-year expense gui…

1 day, 2 hours ago

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Music in the Air, Ten Years On: The Business Moves From Adoption to Monetization

Ten years after streaming rebuilt the music business, the debate has shifted from adoption to monetization. A new long-term industry model — the firs…

1 day, 5 hours ago

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