All Episodes
Simply Wall St — 144 episodes · page 1 of 2
Why longer lifespans could reshape portfolios
How to invest when commodity prices get messy
Why Didn’t Oil React to Venezuela?
Which Markets Will Sink or Swim in 2026?
Three Sectors Expected to Rally in 2026
AI Companies Hit The Bond Market
Three Reasons Why REITs Could Rally in 2026
Defensive Stocks Are No Longer Cheap
London’s IPO Drought and the Hunt for the UK’s Real Winners
The Return of Share Buybacks in Tech
Default Distress: What Private Credit Troubles Could Mean for Regional Banks
Room to Run: A Look at Where the Financial Sector Could Go
Hedging Your Bets on The Debasement Trade
Circular Deals and Soaring Valuations: The Risk Beneath The AI Hype
Markets Break Records: Q3 2025 in Review, Q4 Outlook Ahead
Rare Earths: Tiny Market, Outsized Influence
Utilities: Defensive Dividends Meet the AI Power Surge
How to Navigate Lofty Valuations in 2025
Finding Quality Dividend Yields in a Rate-Cutting Environment
The Truth About 2025’s IPO Surge (And What to Watch For)
📊 Leveraged Upside and Downside With Bitcoin Treasury Companies
₿ Bitcoin ETFs: Success Comes With Risks
🤖 The Bull and Bear Thesis on AI’s Decade of Disruption
💥 How Agentic AI Could Change Every Industry
🤖 Who Will Win In The Age Of Agentic AI?
Unpacking The "One Big Beautiful Bill"
🎢 From Panic to Peak: Q2’s Wild Ride and What’s Next
🏛️ The Winners and Losers From The Stablecoin GENIUS Act
🎢 Asia’s 2025 Rollercoaster: From Trade Turmoil to Market Rebounds
🚀 Finding Moonshots in the Space Race
🎢 Opportunities In The Turbulent Transition To Greener Energy
🤖 A.I. Enters the “Show Me The Money” Phase
🧬 The Convergence of Genomic Medicine and AI Drug Discovery
🦾 Finding Opportunities In The Robotics Revolution
🤴 Buffett Steps Down - The Lessons And Legacy Of The G.O.A.T.
🧠 Investing in Innovation to Beat Stagflation
🏛️ How Fiscal Dominance Impacts Your Portfolio
⛈️ Protect Your Capital With The All-Weather Portfolio Strategy
Gold Is Shining While Everything Else Loses Its Luster
🌎 Global Markets After Yet Another Tariff Update
👨🏫 Lessons From Q1’s Repricing, Rotation And Risks
⚔️ Europe Leads The Defense Rally In 2025
🫧 Bubble Concerns, Sector Rotation, and Tariff Tactics
🚗 Automakers Caught In The Tariff Crossfire
🌳 The Nuances And Headwinds To ESG Investing
⛓️ Supply Chain Opportunities In Oil and Gas
🛢️🔥 Oil & Gas: Near-Term Volatility vs Long-Term Trends
🔐 Cybersecurity in 2025: Higher Stakes, Bigger Opportunity
🤖 📝 DeepSeek and Trump’s EOs: The Winners And Losers
Quantum Computing’s Influence On PC Sales Trends
📈 Understanding Analyst Expectations For 2025
👀 Sectors And Industries To Watch In 2025
🏊♂️ Which Markets Will Sink Or Swim In 2025
👨🏫 7 Investing Lessons From 2024
Institutional Adoption Could Change The Bitcoin Narrative
💵 Building A Dollar Proof Portfolio For 2025
AdTech Stocks Thrive As Digital Advertising Expands
Navigating The Trump 2.0 Market
This AI Capex Cycle Isn't Slowing Down
The Opportunities In The Nuclear Resurgence
Evaluating REITs For Long-Term Returns
Lower Rates Increase REITs Appeal
Making Sense of the Financial Sector - Part 2
Making Sense of the Financial Sector - Part 1
Another Eventful 3 Months: The Sectors That Excelled In Q3
Global Diversification And Home Country Bias
The US Market’s ‘Exceptionalism’ Premium
Competition Is Heating Up For Tesla In The Robotaxi Market
How Weight-loss Treatments Could Disrupt Other Industries
Investing In Weight-loss And Diabetes Treatments
Copper's Long Term Prospects Look Favourable
The 5 Factors That Drove The Market’s Volatility Last Week
Investing Throughout Semiconductor Market Cycles
Finding Value In The Semiconductor Supply Chain
Analog Chipmakers And Why Their Capital Allocation Matters
The Brains Of Our Machines: Logic And Connectivity Chips
Cashing In On Chips: Semiconductor Stocks Beyond The Hype
Heading Into Q3 With A Goldilocks Economy
Opportunities And Risks In The Small Cap Universe
Finding Healthy Companies Within Healthcare
Why The Healthcare Sector Has Been Underperforming
An Update On Global Equity Markets
Green Hydrogen's Progress Faces Some Challenges
Australia: A Land Abound In Nature’s Gifts
Uranium Price Bolts Ahead Despite Nuclear Headwinds
The Divergence Between Gold and Gold Miners
Destiny Tech100's Wild Ride And All Things ETFs
Tailwinds and Headwinds In The Wind Industry
Investing In The Solar-Coaster In 2024
Investing Around Consumer Weakness
Key Takeaways From Q4 Earnings Season
What Do US Elections Mean For The Stock Market?
The Uncertain Outlook For Energy And Commodities
5 Geopolitical Risks To Keep An Eye On In 2024
Generative AI: Use Cases and Limitations
The Risks And Opportunities Across The AI Value Chain
Is the AI Rally A Bubble?
Navigating The ‘Not so Easy Money’ Era
Pixels to Profits: The Changing Economics of Gaming in 2024
Mexico: The Deglobalization Winner Of 2024