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PODCAST · technology

The Investors Research Corner

The information flow for an investor is never ending. But most of it is noise. We will curate good content from good sources and highlight the non-obvious implications and the second order effects, so that you can get the best returns

Publisher-supplied feed metadata · PodParley refreshed Jun 12, 2026 · Source feed

  1. 19

    How European Markets Priced Russian War Risk

    A deep dive into how 587 European companies reacted when Russia recognized Ukrainian regions as independent states. The market responses reveal surprising insights about geopolitical risk pricing.

  2. 18

    MIT's Quant Bible Reveals Finance's Changing Edge

    A deep dive into MIT's comprehensive quant finance guide that's democratizing trading secrets and reshaping how we think about competitive advantages in modern markets.

  3. 17

    Tactical Asset Allocation Using Moving Averages

    A simple 10-month moving average strategy delivers equity-like returns with bond-like volatility, but comes with hidden costs and psychological challenges.

  4. 16

    When Banks Plan for Iran War Scenarios

    A leaked file reference reveals how major financial institutions are systematically analyzing potential Middle East conflicts. What this means for market risk assessment and investor positioning.

  5. 15

    The Strait of Hormuz Oil Crisis Opportunity

    European Big Oil companies crushed Q1 expectations with $30 billion in free cash flow. Goldman Sachs reveals why BP might be the hidden gem in this geopolitical energy play.

  6. 14

    AI Labor Disruption More Micro Than Macro

    Dissect a Morgan Stanley report tracking AI's subtle effects on U.S. jobs through exposure metrics and surveys. Uncover why early signals point to nuanced changes rather than widespread unemployment.

  7. 13

    Private Credit Under Pressure: Systemic Risk or Growing Pains

    Industry experts weigh in as the $4 trillion private credit market faces its first major stress test with surging redemptions and high-profile defaults.

  8. 12

    Why 75% of Stock Values Depend on Distant Dreams

    Goldman Sachs reveals that three-quarters of S&P 500 valuations hinge on what companies might earn beyond 2034. We explore why AI fears are making this dangerous and what it means for your portfolio.

  9. 11

    Deutsche Bank's 2026 Report Reveals Hidden Investment Opportunities

    Deutsche Bank's April 2026 quarterly report shows how the Iran War and energy shocks are creating asymmetric opportunities across regions. Corporate confidence remains surprisingly resilient despite geopolitical turmoil.

  10. 10

    AI Trading Teams Replicate Wall Street Firms

    Researchers from UCLA and MIT developed AI agents that work together like real trading firms, achieving 23% returns in three months. We explore how this collaborative approach differs from traditional AI trading.

  11. 9

    Gold's Counterintuitive Crash During Middle East Crisis

    Gold fell 15% despite escalating Middle East tensions, defying conventional wisdom. We explore why supply-driven stagflation affects gold differently than institutional credibility shocks.

  12. 8

    Gold's Contradictory Safe Haven Performance Explained

    Goldman Sachs reveals why gold dropped 15% during Middle East conflict, challenging conventional safe haven wisdom. Two types of stagflation create vastly different outcomes for precious metals.

  13. 7

    Re(Visiting) Time Series Foundation Models in Finance

    Financial time series forecasting is central to trading, portfolio optimization, and risk management, yet it remains challenging due to noisy, non-stationary, and heterogeneous data. But new research can change this

  14. 6

    Gold - Volatility, opportunity. 15% drop. Isn't gold a hedge anymore?

    We go thru the latest reports from Goldman Sachs, UBS and The World Gold Council

  15. 5

    Sports Leagues as Investment Goldmines

    A deep dive into how NFL, Premier League, and IPL franchises have delivered extraordinary returns that crush traditional asset classes, turning scarcity-driven sports properties into institutional-grade investments.

  16. 4

    Oracle's Hidden AI Infrastructure Moat

    A deep dive into why Oracle's networking technology, not GPU count, could be the real competitive advantage in AI infrastructure investing.

  17. 3

    Apple's Massive AI Infrastructure Bet Revealed

    Morgan Stanley uncovers Apple's secret plan to order 60,000 advanced chip wafers by 2027, building their own AI server infrastructure instead of relying on cloud providers.

  18. 2

    Swiss SME Growth Myth UBS Debunks

    UBS research reveals Swiss small and mid-cap companies averaged just 4% organic growth versus 7% global GDP growth over two decades. We break down the winners, losers, and what this means for investors paying premiums for Swiss quality.

  19. 1

    Goldman's Tech Wreck and the HALO Effect

    Goldman Sachs reveals how AI overinvestment and obsolescence fears triggered the worst tech performance since the 1970s, while sparking unexpected demand for physical infrastructure assets.

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ABOUT THIS SHOW

The information flow for an investor is never ending. But most of it is noise. We will curate good content from good sources and highlight the non-obvious implications and the second order effects, so that you can get the best returns

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The Investors Research Corner

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Frequently Asked Questions

How many episodes does The Investors Research Corner have?

The Investors Research Corner currently has 19 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Investors Research Corner about?

The information flow for an investor is never ending. But most of it is noise. We will curate good content from good sources and highlight the non-obvious implications and the second order effects, so that you can get the best returns

How often does The Investors Research Corner release new episodes?

The Investors Research Corner has 19 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to The Investors Research Corner?

You can listen to The Investors Research Corner 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 The Investors Research Corner?

The Investors Research Corner is created and hosted by The Investors Research Corner.
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