PODCAST · business
Equity Empire Podcast
by Colin Tedards
Welcome to The Equity Empire Podcast, your source for cutting-edge financial news and in-depth discussions on the most pressing issues in investing. From market trends to economic shifts, we break down complex topics with expert insights, actionable strategies, and a sharp focus on building wealth in today’s dynamic landscape. Whether you’re a seasoned investor or just starting out, join us as we navigate the world of finance and empower you to rule your financial future.
Episodes
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I Just Saw Something I’ve Only Seen Twice in 25 Years
Stocks have stopped moving together, and it’s as extreme as it’s been in 25 years. Nvidia, AMD and Apple are near all-time highs while Nike, Lululemon and McDonald’s go nowhere. Wall Street is calling it a stock picker’s market.But correlation only gets this low when nobody is scared. The last…
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OpenAI DevDay 2026: All Clear Sign To Buy Software Stocks
Join Colin as he discusses the 2026 OpenAI DevDay and how the things announced made it clear that Application Software will make a comeback.✅ Get All My Stock Picks (Join 1,200+ Members) https://myequityempire.com/elite-yearly-subscription/🎤 Spotify:...
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AI Doom Trade | 2027 Data Center Estimates | Winners & Losers
Join Colin as he discusses the AI Doom trade, 2027 datacenter buildout estimates and the macro consumer. ✅ Get All My Stock Picks (Join 1,200+ Members) https://myequityempire.com/elite-yearly-subscription/Free Substack Newsletter: http://colintedards.com/Follow Colin on X:...
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Ask Colin: Nike A Buy? QXO Still Worth It? Portfolio Advice
Join Colin as he answers viewers questions about Nike, QXO stock and other portfolio advice. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.com/elite-yearly-subscription/Main Channel: @TheInvestorChannel Free Substack Newsletter: http://colintedards.com/Follow Colin on X:...
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AI Labs Are Thriving - While Everyone Wants To Stop Using Them
Join Colin as he discusses how AI labs Anthropic and OpenAI are seeing record revenue and users all while every executive is trying to replace them. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.comFree Substack Newsletter: http://colintedards.com/Follow Colin on X:...
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The Lazy Longs of AI? NVDA AVGO TSM ASML
Equity Empire Subscriber asks what are the lazy longs of AI. In this episode Colin takes a step back and forecasts where the AI industry is going. Which layers of the AI stack are durable and which ones hold the most value. Premium research: https://myequityempire.com
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OpenAI Delays IPO: How This Impacts Semis & Software
Join Colin as he discusses OpenAI delaying its IPO, the impacts it will have on semiconductor and software stocks. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.com/elite-yearly-subscription/Main Channel: @TheInvestorChannel Free Substack Newsletter:...
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How The FED Will Inflate Away The Debt & What You Should Do
Today I discuss macro - with the new Fed Chair in place, what the strategy will be and what investors should do.
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The State Of AI: Ranking Each MAG7 Stock
Today I rank each MAG7 stock based on the state of AI. Today is much different than a year ago when everyone felt these companies needed its own Large Language Model and massive data centers. Each company can win in its own way - but some companies will have an easier path. I discuss Amazon,...
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Mythos Changes Everything: Do This Now
Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof of that thesis I could have asked for. In this...
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Private Credit Panic: What You Need to Know
Blue Owl Capital just locked investors out of a $1.6 billion fund. Muddy Waters says SoFi's loan losses are double what they report. And I pulled the SEC filing that connects the two — showing exactly where SoFi's loans end up, who gets to decide what they're worth, and who's left holding the...
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TSMC Is Creating a Crisis in Analog Chips: Here's Who Benefits
Everyone knows about the AI chip shortage. But after sitting through a dozen conference calls at the Morgan Stanley TMT conference, four semiconductor executives — from NXP, Analog Devices, ON Semi, and Texas Instruments — all pointed to the same trend nobody is talking about. TSMC is converting...
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Broadcom's 6 Secret Customers Just Changed Everything
Broadcom just dropped a bombshell on their latest earnings call — and Wall Street is still trying to figure out what hit them.The company quietly revealed they're tracking toward $100 billion in AI revenue. Not someday. Not in a decade. Within the next three years. And behind that number? Six...
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The $1 Trillion AI Gamble: Ranking Meta, Microsoft, Amazon & Google
Meta, Microsoft, Amazon, and Google are pouring over $1 trillion into AI infrastructure. I break down each company's strategy, rank them 1–4, and explain why one of them might never earn it back.0:00 Intro — The $1 Trillion AI Question0:29 Subscriber Jamie's Question2:22 GPU Real Estate Model —…
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The Only 4 Things That Matter In Software Right Now
Wall Street is lumping all software stocks together and selling them off. That's a mistake. I walk through the 4-box checklist I use to find the software stocks that will actually recover — and which ones to avoid. 0:00 — Snowflake replaces Salesforce CRM, saves $5M/year 01:22 — Wall Street…
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On-Prem Is the New Cloud: The AI Hardware Trade Wall Street Will Miss
Wall Street is obsessed with legacy software and the cloud data center. But the agentic layer is guaranteed to replace humans inside organizations — and that work isn't going to the cloud. I break down why on-prem hardware is about to have its biggest moment in 15 years, which companies benefit...
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Wall Street Is Focused on Old SaaS. Smart Money Sees the Agentic Layer.
SaaS stocks are selling off and Wall Street is debating whether Salesforce and Adobe can pick themselves up off the mat. But the bigger opportunity isn't in old software — it's in a brand new layer of the economy. AI agents aren't tools you use. They're workers you deploy. And that changes...
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The AI Trade Everyone Is In ... Is Capped. Here's What Won't Be Soon
Nvidia can only sell what TSMC can build. OpenAI can only ship what compute allows. Even the power grid is a constraint. I walk through why every AI winner so far has been supply-limited, why Jevons Paradox means removing those limits won't slow spending, and where the uncapped Phase Two...
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Asset Managers Explained: KKR x BlackRock - Two Different Games
A subscriber asked what drives asset manager stocks. Here's a deal BlackRock and KKR aren't the same business. I break down the two camps what makes each one move, and why the coming wave of IPOs could be a catalyst for both. Plus the AI infrastructure connection nobody's talking about yet.
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Why Good AI News Isn't Moving Stocks (The Risk Nobody's Talking About)
For two years, AI capex was funded by excess — buybacks stayed huge, free cash flow stayed solid. In 2026, that changes. Meta, Google, Microsoft are now spending beyond their free cash flow. The demand is real, but certain investors can't hold these names anymore. I explain the shift from "funded...
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Software Is Replacing Salaries — And It's Sorting SaaS Into Winners and Losers
The SaaS sector just had its worst day since Covid. Wall Street is selling everything — but they're making the same mistake they always make: lumping all software together. AI isn't killing software, it's replacing salaries. That's great for some companies and devastating for others. I walk…
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Camp 1 vs. Camp 2: Big Tech's AI Strategies Have Diverged
Google and Meta are building the full AI stack. Apple, Amazon, and Microsoft are partnering. Both can't be right. If LLMs commoditize, the partners win. If LLMs stay differentiated, the builders win. I break down the divergence, the stakes, and what it means for each stock heading into 2026.
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Meta's Shift That Will Change How 3 Billion Use The Internet
Everyone's talking about Meta's spending on AI. I'm talking about what Zuckerberg actually said on the conference call. He laid out a product roadmap where AI understands your personal goals, generates content specifically for you, and tailors your feed to improve your life. This isn't…
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ChatGPT's $60 CPM Ads — Why This Is Bullish for Google & Meta
OpenAI just started testing ads in ChatGPT. $60 CPM — 3-4x what Meta charges. Everyone's asking if this kills Google and Meta's ad business. I think they're missing the point. Send me your questions for a future show: [email protected]
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Intel's Pullback: Buy the Dip or Wait for More?
Intel shares dropped from $55 to $42 after earnings. Subscribers are asking: is the turnaround real? Should you buy the dip? I break down my history with this stock (called the top AND the bottom), the bear case on margins and market share, the bull case on foundry and datacenter demand, and why...
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The Hidden AI Layer Nobody's Talking About
Everyone on Wall Street is bearish on software. They think AI lets you vibe code your own CRM. Here's what they're missing: more software being built means MORE infrastructure demand—databases, observability, security, APIs. I break down the infrastructure layer thesis, explain where it sits in…
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Question: Elon Musk Pushes Back Optimus - What Does This Mean For Investors
Today I discuss a recent interview where Elon Musk pushed back the timeline for Optimus. That was expected, but the goals have shifted and it opens the door for someone to leapfrog the robotics industry like the iPhone and ChatGPT did. Send me your show ideas: [email protected]
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Trump Digs On Tariffs - How Will China, EU and Other Nations Respond?
Welcome to the Equity Empire podcast! Today I discuss the Trump tariffs. Many nations responded, but China digs in. What this means for the global markets and US stock investors.
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The State Of AI Investing | Will Semiconductor Stocks Bounce Back?
Semiconductor stocks have been falling all year, despite the fact that AI demand seems like it's off the charts. Today Colin and John talk about the state of the AI and semiconductor trade in 2025.
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The Death of Western AI Dominance (China's Master Plan)
Welcome to the Equity Empire podcast! Today we discuss China's advancements in AI. How Apple is going to use domestic Chinese AI software on its phones. Smart factories already operating in the country. What this means for America. Connect with me on social media: https://lnk.bio/equityempire
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ABOUT THIS SHOW
Welcome to The Equity Empire Podcast, your source for cutting-edge financial news and in-depth discussions on the most pressing issues in investing. From market trends to economic shifts, we break down complex topics with expert insights, actionable strategies, and a sharp focus on building wealth in today’s dynamic landscape. Whether you’re a seasoned investor or just starting out, join us as we navigate the world of finance and empower you to rule your financial future.
HOSTED BY
Colin Tedards
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Frequently Asked Questions
How many episodes does Equity Empire Podcast have?
Equity Empire Podcast currently has 30 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Equity Empire Podcast about?
Welcome to The Equity Empire Podcast, your source for cutting-edge financial news and in-depth discussions on the most pressing issues in investing. From market trends to economic shifts, we break down complex topics with expert insights, actionable strategies, and a sharp focus on building wealth...
How often does Equity Empire Podcast release new episodes?
Equity Empire Podcast has 30 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Equity Empire Podcast?
You can listen to Equity Empire Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Equity Empire Podcast?
Equity Empire Podcast is created and hosted by Colin Tedards.
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