Podcast Episodes
Back to Search13F 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, 4 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, 4 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, 4 days ago
13F Deep Dive Part 3 — Lone Pine, Maverick, Coatue, D1 & Whale Rock
Alex and Jordan break down the Q2 2026 13F filings of Lone Pine, Maverick, Coatue, D1 and Whale Rock, including D1's massive SpaceX bet and a wave of…
1 week, 4 days ago
Lightshed Partners — The Catch-Up Compilation
Alex and Jordan distill 15 recent LightShed Partners episodes into one listen: SpaceX vs telcos, the Skydance-Paramount saga, Meta's AI comeback, and…
1 week, 4 days ago
Capital Markets Weekly — Week of October 5
Alex and Jordan recap the week in markets: record highs, the bond rout, the OpenAI scare, top movers, Bitcoin, gold, and what next week's CPI and ban…
1 week, 4 days ago
Brad Gerstner on AI and Investing
Alex and Jordan distill Brad Gerstner's sharpest recent investment thinking on AI infrastructure, tech stocks, and where the value accrues — from the…
1 week, 4 days ago
Jordi Visser's Sunday Outlook — Climbing the AI Bubble Wall of Worry
Alex and Jordan break down Jordi Visser's Oct 11 Sunday video: his bubble checklist, the agent-demand thesis, and what he's watching this week.
1 week, 4 days ago
Gavin Baker on AI and Investing
Alex and Jordan distill Gavin Baker's sharpest recent commentary on AI and investing — from Invest Like the Best, the a16z podcast, CNBC, and his own…
1 week, 4 days ago
Founders: The Last 12 Episodes, Distilled
Alex and Jordan distill the key ideas from David Senra's 12 most recent Founders episodes — from the Merchant Bankers to Ari Emanuel — into one liste…
1 week, 4 days ago