Podcast Episodes
Back to SearchGE Aerospace Q4 2025: Infinite backlog - 1.22.2026 (017)
GE Aerospace just booked $27 billion in orders in a single quarter—that’s more than the GDP of Iceland. But despite the massive headline number, the …
6 months, 1 week ago
United Airlines Holdings, Inc. Q4 2025: A global shortage of engines = Bullish UAL - 1.21.2026 (016)
United Airlines just delivered a "Teflon" quarter. Despite taking a $250 million hit from a government shutdown, UAL shrugged off the turbulence to p…
6 months, 1 week ago
Halliburton Company Q4 2025: Fracking for AI - 1.21.2026 (015)
Halliburton’s Q4 report looks deceptively quiet on the surface—revenue was flat, and North American activity is shrinking. But dig a little deeper, a…
6 months, 1 week ago
Johnson & Johnson Q4 2025: Trading Band-Aids for Robots to reach $100B - 1.21.2026 (014)
Johnson & Johnson is officially aiming for the $100 billion revenue club in 2026, but is the growth as solid as it looks?
In this episode, Susie and …
6 months, 1 week ago
3M Company Q4 2025: Make 3M Great Again? - 1.20.2026 (013)
3M is calling 2025 a "foundation year," but after seeing Q4 results, the concrete still looks wet.
In this episode, Susie and Miro break down a messy…
6 months, 1 week ago
Netflix, Inc. Q4 2025: A Glimpse into a New Empire - 1.20.2026 (012)
Netflix just dropped its Q4 numbers, but the real story isn't the subscriber count—it’s buried in the deal terms. In this episode, Susie and Miro bre…
6 months, 1 week ago
BlackRock, Inc. Q4 2025: This could be Financial Art - 1.15.2026 (011)
BlackRock just hit a record $14.04 trillion in assets, absorbing a massive $342 billion in net inflows in a single quarter. But the headline numbers …
6 months, 2 weeks ago
TSMC Q4 2025: A $50B assertion for the AI supercycle - 1.15.2026 (010)
Season 1 Episode 10
TSMC just dropped a quarter that feels less like a standard earnings report and more like a flex on the entire global economy. While the rest of the …
6 months, 2 weeks ago
Citigroup Inc. Q4 2025: “Boring banking” might be the answer - 1.14.2026 (009)
Season 1 Episode 9
Mark Mason signed off as CFO with a classic "kitchen sink" quarter, taking a massive $1.2 billion charge to finally close the book on Russia. While t…
6 months, 2 weeks ago
Wells Fargo & Company Q4 2025: Is the giant stumbling? - 1.14.2026 (008)
Season 1 Episode 8
The asset cap is finally history, but Wells Fargo didn’t exactly take a victory lap in Q4.
Susie and Miro unpack a messy quarter where Net Interest I…
6 months, 2 weeks ago