Podcast Episodes

FSD: Animal Spirits & Quality

Episode 126

In this episode of FSD, we cover a market notching fresh all-time highs in the S&P 500 and why the case for staying bullish remains strong.

Ram walks…

4 months, 2 weeks ago

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FSD: Big Tech Earnings

Episode 125

In this episode of FSD, we break down where opportunity is showing up in a bull market powered by strong earnings and real capital expenditure.

Ram m…

4 months, 2 weeks ago

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OpenAI Misses Revenue Target

Episode 124

00:00 OpenAI Revenue Miss and Market Reaction

01:00 The Rise of Google Gemini and Claude

01:48 Internal Friction and OpenAI’s Hardware "Hail Mary"

03…

4 months, 2 weeks ago

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Tech Earnings

Episode 123

00:00 Tech Earnings and the Shift to Secular AI 

00:54 Physical AI and Embedded Growth Stories 

01:46 The "Bananas" 19% Earnings Growth Outlook 

03:2…

4 months, 2 weeks ago

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FSD: Cannabis, United, Accenture, Cursor

Episode 122

00:00 - Market Liquidity and the Bull Market Thesis

01:23 - Software Sector Analysis: ServiceNow & Adobe 

02:42 - Airline Mergers and Consumer Impact…

4 months, 3 weeks ago

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SpaceX and Blue Fin Tuna

Episode 121

00:00 - Combating Global IP Theft & Tariffs

00:55 - A Pragmatic Approach: Open Season on IP

02:35 - Market Outlook & Economic Resilience

04:50 - Rece…

4 months, 3 weeks ago

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Claude Reverse Uno

Episode 120

00:00 - Claude's Reverse Uno Card & Market Sentiment 

01:45 - Consensus vs. Non-Consensus Positioning 

03:13 - Contrarian Investing & The Performance…

4 months, 3 weeks ago

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FSD: The Non-Consensus Rally

Episode 119

00:00 - The Non-Consensus Rally & Performance Chase

01:10 - Identifying Opportunities in Quality Names

01:45 - Homebuilders and Geopolitical Cycles

0…

5 months ago

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FSD: Iran Negotiations, Positioning

Episode 118

00:00 - Geopolitical Standoff in the Strait of Hormuz

01:43 - US "Standing Down" and the IRGC Strategy

02:20 - Oil Price Forecast: Higher for Longer

…

5 months ago

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FSD: OpenAI, Claude, Iran

Episode 117

00:00 Market Thoughts and the Sense of Humor in Investing

01:30 OpenAI’s Acquisition of TBN: A War for Attention

03:17 The Rise of Claude and OpenAI’…

5 months, 1 week ago

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