Podcast Episodes
Back to SearchThe AI CAPEX Illusion with Thomas Chua
Tech giants are dropping hundreds of billions on AI infrastructure, but the market is punishing some players and rewarding others for the exact same …
2 months, 1 week ago
AAR61 - Drafting Our Finances
In this episode of At Any Rate, Evan and Andrew run a high-stakes "Fantasy Financial Draft." Alternating picks back and forth, they compete to build …
2 months, 1 week ago
Birdseye View ASTS: Moonshot Potential vs. Financial Reality
In this episode, Stephen and Andrew take a bird’s-eye view of AST SpaceMobile (ASTS) to separate the revolutionary promise of direct-to-cell satellit…
2 months, 1 week ago
Why 100-Baggers Cause Bad Decisions and How to Stay Grounded
The temptation of hitting a 100x return in the stock market often drives investors straight into emotional traps, leading to reckless greed or paraly…
2 months, 2 weeks ago
AAR60 - Money Debates 2 - Early Mortgage Payoff? Emergency Fund vs. HELOC
This episode is a follow-up to the recent “Money Debates” episode. Evan and Andrew run the format back with new topics: they present both sides of co…
2 months, 2 weeks ago
The Stoplight System with Tykr founder Sean Tepper
In this episode, Andrew interviews Sean Tepper, founder and CEO of Tykr (T-Y-K-R), an investing education and stock analysis platform built for every…
2 months, 2 weeks ago
Stop Overthinking Stock Screeners
Stock screeners can feel intimidating, but they’re really just a fast way to generate starting points—not “buy” signals. In this episode, Stephen and…
2 months, 3 weeks ago
AAR59 - We Grade Each Other's Financial Decisions
In this episode, Evan and Andrew try a fun (and slightly dangerous) format: they each bring real financial decisions from their past, give context, t…
2 months, 3 weeks ago
Q&A: How Do I Value Banks & Insurance 101
Most businesses can be evaluated with a simple trio—revenue growth, margins, and free cash flow. But banks and insurance companies are a different an…
2 months, 3 weeks ago
Does T. Rowe Price’s 1950 Growth Stock Checklist Still Work Today?
What’s harder than finding a “great company”? Figuring out whether you’re buying a great company or just the great memory of one. In this episode, St…
2 months, 4 weeks ago