All Episodes

The Spotify Effect Devours AI: (NYSE: SPOT)

Game of Drones: Archer Aviation (ACHR)

Putting the “Value” Back in EV: General Motors (NYSE: GM)

Unfriendly Skies UPSIDE: Ducommun (DCO)

The Great Google Short

U.S. Natural Gas Exports Smoke BP

Tariffs, Medieval Venice, and a Well-Positioned Spanish Power Utility

e-Therapeutics Healthy at Consumer Electronics Show: Abbott Labs (ABT)

Energy Market, Electrical Demand, and the Role of Nuclear Energy

Sustainability

Crafty AI, eBay of Value & CVS Reboot

Re-Valued Investing, Freemium AI & Dangerous Minerals

Commercial Pilots, Peak Amazon, and SEC vs. Cryptocurrency

Global Recession, the Coatings Industry, and TechTarget

Riots in France, Semi-Private Air Travel, and Microsoft AI

Inflation, Commercial Real Estate Vacancies, and the Rise of AI

Graphite, China, and Global Economy: Plus, Commercial Real Estate & Elon Musk

Inaugural Episode: DOD, Musk’s Impact, and the Future of Open-Source Intelligence