Podcast Episodes
Back to SearchScout Motors: Who's Really Behind the Terra (and Will They Build It?)
Eric put a deposit on the Scout Terra pickup and asked the two questions every reservation holder should ask: who's backing this company, and will th…
6 days, 14 hours ago
AI or Bust — Deep Dive
Alex and Jordan go deep on Sonu Varghese's Carson Group piece 'It's All One Big Trade Now: AI or Bust': why hot inflation sent yields plunging, the A…
6 days, 19 hours ago
I Said I'd Worry. I'm Worried. — Deep Dive
Alex and Jordan go deep on Eric Soda's latest Spilled Coffee investing update: the inflation puzzle (two hot reports, market barely flinched), year f…
6 days, 20 hours ago
BAE Systems on the Battlefield: A War Story for Investors
Alex and Jordan narrate a fictional day of operations threaded end-to-end with BAE Systems products — Paladin and Archer artillery, Bradley and CV90 …
1 week ago
Lockheed Martin on the Battlefield: A War Story for Investors
Alex and Jordan narrate a fictional night operation threaded end-to-end with Lockheed Martin products — F-35s as quarterback, F-22s running the wall,…
1 week ago
Northrop Grumman on the Battlefield: A War Story for Investors
A battlefield narrative for the layman investor: one night operation threaded with Northrop Grumman products — Global Hawk and Triton watchers, the E…
1 week ago
L3Harris on the Battlefield: A War Story for Investors
A battlefield narrative for the layman investor: one fictional night operation in the Western Pacific, threaded end to end with L3Harris products — S…
1 week ago
Sector & Factor Weekly — Week of October 12
For informational and educational purposes only; not financial advice. Alex and Jordan recap the week across all 11 sectors — health care, staples an…
1 week ago
Private Equity's Power Play: Who Really Owns AI's Land, Power, and Shell
Alex and Jordan deep-dive the private equity giants behind AI data centers — Brookfield's nuclear-to-cloud stack, Blackstone's 0B empire, DigitalBrid…
1 week ago
Capital Markets Weekly — Week of October 12
The AI trade unraveled while everything else rallied. Alex and Jordan break down a split week: Nasdaq down 4.5% on AI financing fears, Dow up 0.7% on…
1 week ago