All Episodes

Michael Burry is Wrong: I'm Siding With Palantir and Shyam Sankar

Ignore the Strait of Hormuz, Focus on Earnings Instead

Apple's Services Hit $30 Billion: A Very Underrated Story in Markets

Hyperscaler Earnings So Impressive, Investors Are Shocked

Paul Tudor Jones Calls Buffett the OG of Compound Interest

OpenAI Reportedly Missing Revenue Targets: Investors Be Cautious

Are Semiconductors Now in Bubble Territory?

What Marc Rudajev Taught Me About Thriving Beyond the Portfolio

Earnings Are Coming In Strong: Don't Read Too Much Into ServiceNow

Kevin Warsh Hawkish on QE: I'll Believe It When I See It

Land, Waste, and Insurance: Searching for Hidden Compounders | Nick Ridenour

Are Investors Becoming Immune to Iran War Headlines?

Thoughts on Netflix Earnings, Live from the Great Outdoors

Jensen Huang Gets Sassy: Chips, China, and the New Defense Industrial Revolution

The Incredible V-Shape Snapback in Stocks

Bank Earnings Season: The Most Wonderful Time of the Year

Portfolio Update: The Stocks I Added and Why

When the CapEx Spigot Closes | Bagholder

Anthropic is 'Not' Eating Palantir's Lunch

META, Netflix & AppLovin: What the Market Is Missing | Simeon McMillan

Don't Let Trump's Truth Social Posts Manage Your Portfolio

Microsoft is Now AI Disruption Ground Zero

Who The Hell Wrote Trump's Prime-Time Address??

The AI Disruption Story is Not Dead Yet

Warren Buffett Agrees: A 10% Correction is Not Enough

Why I'm Not Buying the Dip Yet

From Amazon to BlackRock: How Two Companies Quietly Took Over Everything | Satishan of AlphaMonk

A Podcast for Professional Buy the Dippers

MSFT & GOOGL Sell-Off, and Why Semi's Win the Robotics Race

Nvidia Jensen Huang Declares AGI and Hits the Opera

The U.S.-China Cold War Portfolio

From the Strait of Hormuz to the Data Center: A Conversation on the Energy Crisis Reshaping Markets

Micron's Blowout Earnings and the Hawkish Fed

Nvidia Announces 50% of Free Cash Flow Back to Shareholders

Nvidia GTC 2026: The $1 Trillion Revenue Confusion Explained

Anduril's $20B Contract and a Big Week Ahead: GTC, the Fed, and Defense Tech

Adobe CEO Out, Ulta Slows Down, and Signs the Consumer is Getting Tired

More Vessels Struck: Stocks Tank Again

Oracle Pumps, CPI Comes In at 2.4%, and Bitcoin Miners Are NOT Dumping

Calm Before the CPI Storm: Oil, the VIX, and America's Debt Problem

Markets Crashing: What I'm Doing as a Long Term Investor

Goldman Sachs is Getting Interesting: Oil, Jobs, and the Financials Selloff

92,000 Jobs Lost, Markets Not Even in Correction: Is Now the Time to Buy?

Broadcom's Importance to Your Portfolio, How Long Does the Iran War Last, and Berkshire Resumes Stock Buybacks

KOSPI Bloodbath: Why the FRDM ETF is a Winner

Berkshire Hathaway's Money Machine + MongoDB's 24% Crash Explained | Rigatoni Capital | March 3, 2026

Opening Bell After the War: Defense Stocks Surge, Berkshire and AmEx Stumble

Defense MFG Stocks and Broadcom's Big Week

Monitoring the Situation — And Why You Own Defense Manufacturers

How I Stay Informed as an Investor (AI helps)

Energy Stocks Nobody Is Talking About, Silver Miners Disconnect, and Where Bitcoin Goes From Here | Bagholder | 2-25-26