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All Episodes

Avory - Markets and Investing — 106 episodes

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Title
1

What Data Says About Oil Spike, Vix Spike, and AI

2

What did we learn from NVIDIA and Software this Week?

3

Are we closing in on a Software Bottom or No?

4

The AI Scare Trade: Jensen Says Its Illogical - We Agree

5

Is Software Dead? and What Big Tech's Spending Reveals About the Future...

6

Inside Dollar General & Dollar Tree: with TSOH Investing Owner Alex Morris

7

Fireside Chat with Fiverr Founder and CEO Micah Kaufman

8

Block Q3 Postmortem: Foot on Gas No Breaks.

9

Google Q3 2025 Postmortem: Why the market likes it...

10

Meta Q3 2025 Post-Mortem: AI Spend vs ROI

11

Decoding Market Dynamics with Seth Golden.

12

How Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III Capital

13

"The world has changed." Buffett’s Lessons for the AI Era with Kai Wu

14

Jobs in the Age of AI: What’s Actually Changing with Revelio Labs

15

Why Bitcoin miners are betting big on AI compute.

16

Is Joby the Future of Transportation?

17

Is IREN for Real? A Deep Dive into the AI Infra Pivot

18

Can AI Run a Business: The Path to the Autonomous Enterprise

19

Disrupting Aviation Industry with Founder of Lyte Aviation

20

Transforming Asset Management via Tokenization w/ Jeremy Schwartz

21

Uber, Amazon with Mark Mahaney and Sean Emory

22

$2B Jamf is "Gold Standard" via Partner Rocketman Tech

23

Post Mortem: Block's $3B Buyback and Beat and Raise

24

Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target

25

Post Mortem: Meta's Earnings and Ai Ambitions

26

Post Mortem: Is Alphabet Winning Ai War?

27

Post Mortem: Tesla's Earnings and Self Driving Ambitions

28

Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results

29

Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results

30

Earnings this Week: Apple, Block, The FED, Zillow...

31

Earnings Are Back -> Tesla, Cloud Wars, Meta Ads

32

Post Mortem: Blocks Profit Earnings Guidance Shines

33

Zoom Primer: The Investment Case

34

The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000

35

From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson

36

The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon

37

From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai

38

Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory

39

Previewing Amazon and Apple Earnings on Closing Bell on Public

40

CHAT ETF: Opportunties in Generative AI: Avory + Roundhill

41

Apple Vision Pro and What it Means for Meta and Industry

42

Meta Quest 3 Breakdown and Expectation for Apple Headset

43

Amazing AI Discussion with Leading AI Platform Simplified Co-Founder Ajay Yadav

44

How to Think About AI with Konfer Founder (ex Service Now Head of Engineering AI)

45

State of Direct to Consumer DTC with Investor Ben Cogan

46

Valuable Generative Ai With Chief Technology Officer Kognitos, ex Nutanix CTO

47

Inside Industry | Freight Industry Breakdown with Freightos CMO

48

What to think of the Macro? SVB Scare? Open Discussion With Seth Golden

49

"The tech rebound is going to be very sharp" - Anurag Rana from Bloomberg Intelligence

50

How we are thinking about AI, Automation, Creator Economy, and Computing...

51

Why Architecture is Better in VR and the Metaverse with Numena Founder Andreea Ion Cojocaru.

52

5 Questions From You | E52

53

Instant Reaction: What Apps and Companies Led Christmas

54

QuHarrison Breaks Down the Metaverse Handbook

55

Metaverse is closer than you think. VR Fund GP Tipatat

56

How VictoryXR is Disrupting Education in the Metaverse (WHOA!)

57

Investment Opportunities in the Metaverse with Amal Dorai from Anorak Ventures

58

Introduction to the Metaverse (Super Series)

59

Breaking Down Music Industry w/ Napster CEO | E45

60

Breaking Down the Restaraunt Industry with Bloomberg's Best

61

What is the FED Going to Do? Deflation Scare? Open Discussion With Seth Golden | E43

62

Recovery in Foot Traffic? + Other Major Trends with Placerai | E42

63

0 to $1B With Nutanix Founder Dheeraj Pandey

64

Understanding the Creator Economy w/ Brad Hussey | E40

65

Trends in Pet Market, On-Demand, VC with Wag Founder Brendan Rogers | Part 2 | E39

66

State of No Code with No Code Ops Founder | E38

67

Building a company with Wag Co-Founder Brendan Rogers | E37

68

Duolingo CFO Conversation | E36

69

This Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35

70

This Week in Fundamentals: Currency, Comps, Cloud, Core | E34

71

This Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33

72

Finding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32

73

What's happening in Freight with Freightos | E31

74

Jesse Showalter Creator Economy Landscape | E30

75

Amazon Betting Big at reMARS, Meta Creators, Driverless Taxi, Zendesk Acquired | E29

76

This Week in Fundamentals: Coinbase Data = Layoff, Tech Earnings, Snap Plus Beta | E28

77

Expert Luke Hurd Breaks Down VR/AR Landscape w/ Avory | E27

78

What did Salesforce, UiPath, and HPE Tell Us? | E26

79

Duolingo Math, Block, Meta Conversations, Inflation on Monthly Bulletin | E25

80

Snap Debacle, Zoom SAAS, and Retail Haves and Have Not | E24

81

Nutanix Sales Partner Conversation | E23

82

News | Public App Interview on Snap Debacle and Zoom Success | 22

83

Block Investor Day Key Takeaways | E21

84

Meta, Zillow, Square, Wix on Avory's Monthly Bulletin | E20

85

News | Meta Earnings Breakdown on Public Radio | E19

86

Motley Fool Live with Sean Emory from Avory & Co.

87

Gig Economy w/ Oxford Internet Institute, With Takes on Fiverr and Upwork

88

Robotic Delivery w Tortoise Co-Founder

89

What are they up to... Our views on key topics [Inflation, Earnings, Sentiment]

90

Uber or Lyft or DoorDash and more - Talking Future of Mobility w. TheRideShareGuy.com

91

Fascinating... What is happening in physical commerce. BIG PREDICTION w/ Placer ai

92

How Flexe is reshaping commerce logistics with the "Warehouse Cloud"...

93

Why Amazon FBA sellers are being acquired...

94

Cloud, Commerce, IPO's, PayPal, and More...

95

(CEO Interview) Due Diligence w/ CEO Yaniv Sarig: How Aterian is Disrupting CPG

96

Direct to Consumer vs Marketplace w/ Ex Operations Head Birchbox, Rent the Runway, Shyp

97

Data and Snowflake w/ Expedia's Head of Data Visualization David Pires

98

Next Decade for Nutanix w/ Tim Joyce Founder of Roundstone Solutions

99

Online Betting Market w/ Smarkets Founder Jason Trost

100

Facebook Shops, Gaming and Payments w/Sean Emory

101

Future of Gaming with Ex Tencent/Team Liquid Jeff Chau

102

Could Business Interruption Insurance Impact Tech? w/ Kozyak Tropin & Throckmorton

103

The Digital Workforce with University of Oxford's Fabian Stephany

104

Health + Tech + Covid with ex CBInsight/Uber Nikhil Krishnan

105

Let's Talk Square with Ark Invest Max Friedrich

106

Inside Scoop Intro