All Episodes
Avory - Markets and Investing — 112 episodes
Debrief: 4 things we learned from Meta.
Humans Buy Platforms. AI Buys Capabilities.
Prediction Markets Aren't Really About Betting... Maybe?
Five Questions for the Second Half of 2026
6 Questions on Meta: Burden Today, Moat Tomorrow
Narratives, AI, and Durable Investment Bets
What Data Says About Oil Spike, Vix Spike, and AI
What did we learn from NVIDIA and Software this Week?
Are we closing in on a Software Bottom or No?
The AI Scare Trade: Jensen Says Its Illogical - We Agree
Is Software Dead? and What Big Tech's Spending Reveals About the Future...
Inside Dollar General & Dollar Tree: with TSOH Investing Owner Alex Morris
Fireside Chat with Fiverr Founder and CEO Micah Kaufman
Block Q3 Postmortem: Foot on Gas No Breaks.
Google Q3 2025 Postmortem: Why the market likes it...
Meta Q3 2025 Post-Mortem: AI Spend vs ROI
Decoding Market Dynamics with Seth Golden.
How Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III Capital
"The world has changed." Buffett’s Lessons for the AI Era with Kai Wu
Jobs in the Age of AI: What’s Actually Changing with Revelio Labs
Why Bitcoin miners are betting big on AI compute.
Is Joby the Future of Transportation?
Is IREN for Real? A Deep Dive into the AI Infra Pivot
Can AI Run a Business: The Path to the Autonomous Enterprise
Disrupting Aviation Industry with Founder of Lyte Aviation
Transforming Asset Management via Tokenization w/ Jeremy Schwartz
Uber, Amazon with Mark Mahaney and Sean Emory
$2B Jamf is "Gold Standard" via Partner Rocketman Tech
Post Mortem: Block's $3B Buyback and Beat and Raise
Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target
Post Mortem: Meta's Earnings and Ai Ambitions
Post Mortem: Is Alphabet Winning Ai War?
Post Mortem: Tesla's Earnings and Self Driving Ambitions
Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results
Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results
Earnings this Week: Apple, Block, The FED, Zillow...
Earnings Are Back -> Tesla, Cloud Wars, Meta Ads
Post Mortem: Blocks Profit Earnings Guidance Shines
Zoom Primer: The Investment Case
The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000
From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson
The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon
From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai
Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory
Previewing Amazon and Apple Earnings on Closing Bell on Public
CHAT ETF: Opportunties in Generative AI: Avory + Roundhill
Apple Vision Pro and What it Means for Meta and Industry
Meta Quest 3 Breakdown and Expectation for Apple Headset
Amazing AI Discussion with Leading AI Platform Simplified Co-Founder Ajay Yadav
How to Think About AI with Konfer Founder (ex Service Now Head of Engineering AI)
State of Direct to Consumer DTC with Investor Ben Cogan
Valuable Generative Ai With Chief Technology Officer Kognitos, ex Nutanix CTO
Inside Industry | Freight Industry Breakdown with Freightos CMO
What to think of the Macro? SVB Scare? Open Discussion With Seth Golden
"The tech rebound is going to be very sharp" - Anurag Rana from Bloomberg Intelligence
How we are thinking about AI, Automation, Creator Economy, and Computing...
Why Architecture is Better in VR and the Metaverse with Numena Founder Andreea Ion Cojocaru.
5 Questions From You | E52
Instant Reaction: What Apps and Companies Led Christmas
QuHarrison Breaks Down the Metaverse Handbook
Metaverse is closer than you think. VR Fund GP Tipatat
How VictoryXR is Disrupting Education in the Metaverse (WHOA!)
Investment Opportunities in the Metaverse with Amal Dorai from Anorak Ventures
Introduction to the Metaverse (Super Series)
Breaking Down Music Industry w/ Napster CEO | E45
Breaking Down the Restaraunt Industry with Bloomberg's Best
What is the FED Going to Do? Deflation Scare? Open Discussion With Seth Golden | E43
Recovery in Foot Traffic? + Other Major Trends with Placerai | E42
0 to $1B With Nutanix Founder Dheeraj Pandey
Understanding the Creator Economy w/ Brad Hussey | E40
Trends in Pet Market, On-Demand, VC with Wag Founder Brendan Rogers | Part 2 | E39
State of No Code with No Code Ops Founder | E38
Building a company with Wag Co-Founder Brendan Rogers | E37
Duolingo CFO Conversation | E36
This Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35
This Week in Fundamentals: Currency, Comps, Cloud, Core | E34
This Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33
Finding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32
What's happening in Freight with Freightos | E31
Jesse Showalter Creator Economy Landscape | E30
Amazon Betting Big at reMARS, Meta Creators, Driverless Taxi, Zendesk Acquired | E29
This Week in Fundamentals: Coinbase Data = Layoff, Tech Earnings, Snap Plus Beta | E28
Expert Luke Hurd Breaks Down VR/AR Landscape w/ Avory | E27
What did Salesforce, UiPath, and HPE Tell Us? | E26
Duolingo Math, Block, Meta Conversations, Inflation on Monthly Bulletin | E25
Snap Debacle, Zoom SAAS, and Retail Haves and Have Not | E24
Nutanix Sales Partner Conversation | E23
News | Public App Interview on Snap Debacle and Zoom Success | 22
Block Investor Day Key Takeaways | E21
Meta, Zillow, Square, Wix on Avory's Monthly Bulletin | E20
News | Meta Earnings Breakdown on Public Radio | E19
Motley Fool Live with Sean Emory from Avory & Co.
Gig Economy w/ Oxford Internet Institute, With Takes on Fiverr and Upwork
Robotic Delivery w Tortoise Co-Founder
What are they up to... Our views on key topics [Inflation, Earnings, Sentiment]
Uber or Lyft or DoorDash and more - Talking Future of Mobility w. TheRideShareGuy.com
Fascinating... What is happening in physical commerce. BIG PREDICTION w/ Placer ai
How Flexe is reshaping commerce logistics with the "Warehouse Cloud"...
Why Amazon FBA sellers are being acquired...
Cloud, Commerce, IPO's, PayPal, and More...
(CEO Interview) Due Diligence w/ CEO Yaniv Sarig: How Aterian is Disrupting CPG
Direct to Consumer vs Marketplace w/ Ex Operations Head Birchbox, Rent the Runway, Shyp
Data and Snowflake w/ Expedia's Head of Data Visualization David Pires
Next Decade for Nutanix w/ Tim Joyce Founder of Roundstone Solutions
Online Betting Market w/ Smarkets Founder Jason Trost
Facebook Shops, Gaming and Payments w/Sean Emory
Future of Gaming with Ex Tencent/Team Liquid Jeff Chau
Could Business Interruption Insurance Impact Tech? w/ Kozyak Tropin & Throckmorton
The Digital Workforce with University of Oxford's Fabian Stephany
Health + Tech + Covid with ex CBInsight/Uber Nikhil Krishnan
Let's Talk Square with Ark Invest Max Friedrich
Inside Scoop Intro