PODCAST · business
Sovereign Weekly
by Agentic Sovereign Capital
Every week, the market taken apart the way serious money reads it: not what the headlines said, but what the numbers underneath them say.What actually moved, and why. The economy beneath the prices. The credit and banking plumbing most investors never look at until it breaks. The geopolitics that is, or isn't, already in the price. One technology explained from first principles. And one company read the way an owner would, from its filings up.No hype, no tips, no hot takes. The argument, the numbers and the analyses, so you can make up your own mind.New episode every Saturday, from Agentic Sovereign Capital. Education, not investment advice.
Episodes
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Sovereign Weekly — week ending 2026-10-24
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (GOOGL). Covering 2026-10-18 → 2026-10-24. Education, not investment advice. AI-assisted production.
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ASML's $11.66bn revenue, Taiwan Semiconductor's 69% profit, and CoreWeave's 81-cent bonds · Week of 17 Oct 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (META). Covering 2026-10-11 → 2026-10-17. Education, not investment advice. AI-assisted production.
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S&P 500's one in three up-stocks, Bitcoin's $730m outflow, and Apple's order cuts · Week of 10 Oct 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (AAPL). Covering 2026-10-04 → 2026-10-10. Education, not investment advice. AI-assisted production.
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Broadcom's $42bn loan to its own customer, Micron's 87% margin, and the jobs report · Week of 3 Oct 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (MU). Covering 2026-09-27 → 2026-10-03. Education, not investment advice. AI-assisted production.
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Two words in a data-centre contract, bonds at a 19-year extreme, and Costco's missing members · Week of 26 Sep 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (COST). Covering 2026-09-20 → 2026-09-26. Education, not investment advice. AI-assisted production.
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The 10-year breaks 5%, oil's round trip, and Tesla's robotaxi mileage · Week of 19 Sep 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (TSLA). Covering 2026-09-13 → 2026-09-19. Education, not investment advice. AI-assisted production.
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Meta's capex wall answers back, and the one number that decides Oracle · Week of 12 Sep 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (ORCL). Covering 2026-09-06 → 2026-09-12. Education, not investment advice. AI-assisted production.
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Microsoft finally shows Azure, a jobs beat read backwards, and the $230bn AI forecast that fell · Week of 5 Sep 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (MSFT). Covering 2026-08-30 → 2026-09-05. Education, not investment advice. AI-assisted production.
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Intuit beats and drops 12%, a plumbing number hits zero, and Nvidia's print · Week of 29 Aug 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (NVDA). Covering 2026-08-23 → 2026-08-29. Education, not investment advice. AI-assisted production.
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Moderna up 177% in a day, housing falls off a cliff, and AMD · Week of 22 Aug 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (AMD). Covering 2026-08-16 → 2026-08-22. Education, not investment advice. AI-assisted production.
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CoreWeave's reality check, retail sales crack, and Japan lights a fuse · Week of 15 Aug 2026
This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (CRWV). Covering 2026-08-09 → 2026-08-15. Education, not investment advice. AI-assisted production.
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Uber's first $10bn of free cash, a record S&P, and an overflow tank run dry · Week of 8 Aug 2026
This week in 3 segments — The Week, The Deep Dive, and The Tape. Covering 2026-08-02 → 2026-08-08. Education, not investment advice. AI-assisted production.
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Microsoft +$480bn, Meta −11%: the AI spending verdict, and Amazon's $220bn plan · Week of 1 Aug 2026
This week in 3 segments — The Week, The Deep Dive, and The Tape. Covering 2026-07-26 → 2026-08-01. Education, not investment advice. AI-assisted production.
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ABOUT THIS SHOW
Every week, the market taken apart the way serious money reads it: not what the headlines said, but what the numbers underneath them say.What actually moved, and why. The economy beneath the prices. The credit and banking plumbing most investors never look at until it breaks. The geopolitics that is, or isn't, already in the price. One technology explained from first principles. And one company read the way an owner would, from its filings up.No hype, no tips, no hot takes. The argument, the numbers and the analyses, so you can make up your own mind.New episode every Saturday, from Agentic Sovereign Capital. Education, not investment advice.
HOSTED BY
Agentic Sovereign Capital
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