Podcast Episodes
Back to SearchThe Boat Was Loaded to One Side: Neglected Stocks vs the AI Trade
A transformative two-host summary of a research report on the rotation from crowded AI trades into neglected quality stocks (Oct 2026). Covers market…
1 week, 2 days ago
A Month with Muse: A Founder's 30-Day Field Test
A transformative two-host summary of 'A Month with Muse' (MBI Deep Dives, October 2026; https://www.mbi-deepdives.com/muse-month/). We worked from th…
1 week, 2 days ago
The Power Grid Modernization & AI Opportunity
Alex and Jordan on the global grid build-out for AI: record backlogs, pricing power in scarce assets, and the long runway for Eaton, Amphenol, Quanta…
1 week, 3 days ago
Military Modernization — Backlogs, Specialists, and the Stocks to Own
Alex and Jordan on the global defense build-up: prime backlogs vs market caps, drone specialists, and the investment case for LMT, NOC, LHX, BAE, Axo…
1 week, 3 days ago
Kevin Warsh — The New Fed Chief, Up to Speed
Alex and Jordan catch you up on the new Fed chair — his crisis-era past, the most divisive confirmation in Fed history, his reform blitz, the Septemb…
1 week, 3 days ago
Stan Druckenmiller — The Legend, Up to Speed
Alex and Jordan catch up on the legendary investor's 2026 views — short bonds, a rotating AI trade, a huge biotech bet, and a public feud with his ow…
1 week, 3 days ago
Powering AI — Grid Modernization and the Stocks That Win
Alex and Jordan break down AI's massive power needs, the grid upgrades required, and the stocks positioned to benefit most — from Vertiv and Eaton to…
1 week, 3 days ago
13F Deep Dive Part 2 — Pershing Square, Third Point, ValueAct & TCI
Alex and Jordan dig into the Q2 2026 13F filings of Pershing Square, Third Point, ValueAct and TCI: biggest positions, adds, trims, and new bets.
1 week, 3 days ago
13F Deep Dive Part 1 — Altimeter, Atreides, Appaloosa & Durable
Alex and Jordan dig into the Q2 2026 13F filings of Altimeter, Atreides, Appaloosa and Durable Capital.
1 week, 3 days ago
13F Deep Dive Part 4 — Baupost, Jericho, Kensico & Par Capital
Alex and Jordan break down the Q2 2026 13F filings of Baupost, Jericho, Kensico and Par Capital: top positions, adds, trims, and new bets.
1 week, 3 days ago