All Episodes
Telltales — 298 episodes
This Time, the Hare Beat the Tortoise
Weekend Update - W2633
Sold Out Through 2028
Weekend Update - W2632
900 Gigawatts, 90 Gigawatts of Grid
Weekend Update - W2631
Open Weights vs Closed Labs
Weekend Update - W2630
Where the Value's Hiding in an Expensive Market
Weekend Update - W2629
Value Hiding in Plain Sight
Weekend Update - W2628
The Midyear Predictions Scorecard
Weekend Update - W2627
Regulatory Capture Comes for the Labs
Weekend Update - W2626
Who Owns Your Data Now
Weekend Update - W2625
The End of the Subsidized-Token Era
The One Week We Were All in the Same Room
Weekend Update - W2624
Data Centers in Space: How SpaceX Justifies $2 Trillion
Weekend Update - W2623
The Greatest Insurance Business Ever Built, and Why It's Bankrupting Us
Weekend Update - W2622
How Do You Get to $2 Trillion?
Weekend Update - W2621
Google's Real AI Risk Isn't Just ChatGPT
Weekend Update - W2620
"Senator, We Run Ads": Inside Meta's AI Cash Machine
Weekend Update - W2619
Hyperscaler Stack Decoded (e2619)
Weekend Update — W2618
Why Costco Is the Most Challenged Big Retailer at 47x Earnings
Weekend Update — W2617
Could Apple Be the Next Intel? (e2617)
Telltales Weekend Update (Pilot W2616)
Is Microsoft the Next Intel — or the OS for AI Agents? (e2616)
From Bankruptcy to $100B FCF (e2615)
Apple at 50, Oil at a Crossroads (e2614)
From Oil Risk Premiums to Cancer Vaccines (e2613)
20 Million Barrels and No Way Out (e2612)
The Most Dangerous Chokepoint in Energy (e2611)
Oil Shocks, AI Giants, and the Cash Flow Reality Check
The $300 Genome: A Turning Point in Healthcare
The New Choke Points (e2609)
The SaaSpocalypse Is Here (e2608)
China and the Cash Flow Memo: From FedEx to Fed Funds (e2607)
China, Cash Flow, and the AI Software Shakeout (e2606)
Cashflow Pick’em 2026 (part 2, e2605)
Cashflow Pick’em 2026 Part 1 (e2604)
Healthcare Shockers, AI Doctors, and a Trillion-Dollar Pharma Buying Spree (e2603)
Tech Shockers for 2026 (e2602)
5.5 Energy & Macro Surprises for 2026 (e2601)
10ish surprises 2025 review (e2552)
Why Google needs Broadcom, and Nvidia doesn't (e2551)
AI Chips, Cheap Gas & a Stretched Deficit (e2550)
Don’t Call It a Comeback: Google Ships AI (e2549)
The Platform War Apple Lost (e2548)
Apple’s Gemini Bet, Nvidia’s Cash Gusher & The GLP-1 Price War (e2547)
The Rise of TSMC & Substrate's Vision For the Future of Fabs (e2546)
The Curve, the Coin, and the Cloud (e2545)
Blockchains, Blackwell & Barrel Math
From Brent to Broadcom: Cash Flow in a Crosswind (e2543)
Oracle’s Origin Story, AI’s Next Chapter (e2542)
OpenAI, Oil, and the Almighty Dollar (e2541)
Workin' 9 to 5: From Dolly to Data Centers (e2540)
LSD: Liquids, Silicon & Debt (e2539)
From Mold Juice to AI Factories (e2538)
From Pasteur to Pay Packages in the Trillions (e2537)
Search Shake-Up: Google’s Win, AI’s Real Threat (e2536)
Software History Part 7 - AI (e2535)
Price Tags, Power Bills & GB200s (e2534)
Oil Curves, Open Source & Autonomy (e2533)
Gas Gluts, Drug Flops & Software Pops (e2532)
Debt Spirals, DOS, and DoorDash Bots (e2531)
WAR Episode: WWII Code Breaking, Ukraine/Iran War Oil Premium, & the AGI War (e2530)
Energy Shocks, AI Moves, and a Punch Card Past (e2529)
From Doom to DGX: The story of the GPU and Nvidia's Money Printing Machine (e2528)
Deficits, Datacenters & Diagnosis (e2527)
Chips, Chains & Cash Flow (e2526)
From Iran to AI: Energy, Healthcare & Big-Tech Shake-Ups (e2525)
Tariffs, Translucence & Tesla: A 30-Minute Tour of Markets in Flux (e2524)
Energy, Chips & Deficits (e2523)
Nvidia's Cash Flow Margins: Too Good to Last? Plus Intel's Origin Story (e2522)
Chips, Capacity, and Colossus: Reading the Currents in Tech & Energy (e2521)
CRACKING THE COST CODE: Pharma, PBMs, and the AI Buildout
Parallel Islands: When Chips, Cars & Currencies Diverge (e2519)
Empty Shelves and Shifting Supply Chains: The Cost of US-China Decoupling (e2518)
Tesla's Robotaxi Rollout: A Glimpse into the Future of Transportation (e2517)
Navigating Tariffs, Tech Troubles, and Energy Impacts (e2516)
Navigating the Tariff Turmoil: Implications for Tech and Healthcare (e2515)
Navigating the Healthcare Landscape: Layoffs, Regulations, and Breakthroughs (e2514)
Apple's AI Woes, Signal & Government Comms, Healthcare Cashflow Stars, & Energy Market Outlook (e2513)
Tesla's Bumpy Road Ahead: Challenges and Opportunities (e2512)
Chips, Budgets, and Genome Breakthroughs (e2511)
Step Changes: Finding the Next Nvidia (e2510)
AI Arms Race Heats Up as Transparency Comes to Healthcare Pricing (e2509)
RFK Jr: Tackling the Root Causes of America's Health Crisis & The two most interesting companies of 2025 (e2508)
Navigating the Shifting Tides of Energy, Media, and Healthcare (e2507)
Vertex's Breakthrough Pain Drug Approval and the Future of Non-Opioid Treatments (e2506)
DeepSeek's AI Breakthrough: Efficiency, Innovation, and Global Competition (e2505)
Cashflow Pick’em 2025 Part 2 - Pages 14-20 (e2504)
From Energy Markets to AI Innovations: Where Are We Headed? (e2502)
Cashflow Pick’em 2025 Part 1 - Pages 1-13 (e2502)
10ish Surprises for 2025: Predictions That Could Shape Markets
2024 Cashflow Pick'em Results: Who Picked the Winners? (e2452)
From Uber to Tesla: Navigating the Next Wave of Transportation Tech (e2451)
Scaling AI: Elon Musk's 100,000 GPU Cluster and the Future of Self-Driving Cars (e2450)
Navigating the Challenges of AI Hallucination and Section 230 (e2449)
Tech Titans' AI Strategies: Delays, Investments, and Innovations (e2448)
Trump's 2nd Term, Part 2: Analyzing Big Tech, Chips, Software, Telecom, Media & Payments (e2447)
Trump's 2nd Term: Analyzing Retail, Energy, Banks, Pharma, PBMs, Fast Food and more (e2446)
Trump Wins 2024 Election - Implications for Energy, Healthcare, and Tech
Netflix vs. YouTube vs. Spotify: The Battle for Streaming Supremacy (e2444)
AI Agents: Exploring how Apple, Microsoft, Amazon, Google and Meta are racing to dominate the AI landscape (e2443)
Tesla's Turbulence: RoboTaxi Unveiled; AlphaFold's Nobel Win, and Energy Market Insights (e2442)
Microsoft vs The AI Wave: Will Redmond Weather the Storm? (e2441)
Meta's Magnificent Risks: Battling Apple in the Age of AI and VR (e2440)
Examining Amazon's AI Strategy and Risks (e2439)
Alphabet's Achilles Heel: Is Google the Next Kodak? (e2438)
Apple's Underwhelming Reveal: A Sign of Shifting Tides? (e2437)
NVIDIA's AI Dominance and the Future of Software (e2436)
Q2 Energy Updates & Risks to Nvidia Data Center Revenues (e2435)
Jobs Data Negative Revision and Other Warning Signs: Is a Financial Storm Brewing? (e2434)
From Silicon to Medicine: Trailblazers Shaping Industries: Taiwan Semi, Vertex, and BYD (e2433)
The Yen Carry Trade Unravels: Market Chaos Explained (e2432)
Silicon Valley to Wall Street: AI Transformers Unfold (e2431)
Cyber Security & Cyber Trucks (e2430)
Cashflow Compass: Navigating Energy, Healthcare, and Tech (e2429)
Investing Insights: From Eye Care to Artificial Intelligence (e2428)
The Trillion-Dollar Tightrope: Markets in Flux (e2427)
The Pulse of Profits: Energy, Healthcare, and EVs (e2426)
Telltales e2525: Media and the transition to Live Streaming ++ Nvidia is the most valuable company in the world
AI: Apple Intelligence & how it affects OpenAI, Microsoft, Google and more (e2424)
Cashflow Chronicles: Navigating Oil, AI, and Market Trends (e2423)
Telltales e2422: Oil, Gas, and Data (the new oil)
Navigating Cashflow: From Oil Markets to AI Innovations (e2421)
Cashflow Insights: From Oil Markets to AI Innovations (e2420)
Episode 2419: Strategic Investment Amidst Political and Technological Shifts
About the Telltales Podcast
The Pulse of Progress: Energy Trends and Tech Updates (e2418)
Global Energy Tensions and 2 Promising Stocks: $TSLA & $VRTX (e2417)
AI's Disruptive Potential, Pharma Deals, the Future of Search & the energy balance (e2416)
Navigating Markets and Industries: Energy, Autos, Banking, and Pharma (e2415)
🇨🇳Assessing China Exposure - Memo Pages 1-20 (e2414)
Antitrust and Big Tech: Lessons from Microsoft's Lost Decade (e2413)
🤖Nvidia GTC / Microsoft Acqahire / Google + Apple Deal? / Oil Prices 📈 / Healthcare Updates / Gas Supply 📉 (e2412)
💉Biotech & 🛢️Energy -> More Similar Than You Think (e2411)
The Telltales Investor (episode 2410)
Navigating the AI Revolution: Insights from Klarna's Cost-Saving Strategies to Google's Gemini Blunders (episode 2409)
📈Nvidia's Market Surge: Analyzing the Chip Giant's Earnings and Future Prospects
🤠 Q4 Earnings Roundup - Telltales Episode 2407
📺 The Future of Streaming Media: A Deep Dive (Telltales e2406)
Telltales Episode 2405: 🤖AI to drive Platform Shift? Pain Study Results 💉, Energy Roundup 🛢️ and more...
Navigating Market Mosaics: A Deep Dive into Industries and Innovations (e2404)
Energy and Tech Valuation Roundup (e2403)
E2402 - 10(ish) Surprises for '24
2024 Cashflow Pick'em
Buy a Car on Amazon / Is Nvidia Competing with its Customers? / Biotech Updates
e2351 - Geopolitics, Markets, and Innovation
Who Will Grow Cashflow? Telltales Investigates
Cashflow Growth & Economic Insights: Navigating Market Complexities
The Next Cashflow King
OpenAI Drama & Impact on Software & Semiconductor Companies
Oil / Gas / Macroeconomics / Marketplace Businesses / Telecommunications / Artificial Intelligence - Telltales Podcast E2346
Navigating the Currents of Energy, Health, and GPUs
Analyzing the Memo: A Deep Dive into Pages 13-18
Navigating the Markets: Social Media, AI Strategies, Energy
Turmoil in the Middle East / No Speaker & Continuing Resolution / New Chip Export Restrictions / Tesla & ASML Earnings / The Future of US Defense
Gaza, Hamas, and Global Oil Prices: Telltales Episode 23.41
Navigating Financial Waters: From Google's Dominance to the Fed's Interventions: Telltales Episode 23.40
Navigating the Economy: Energy, Macro, and How to Find Supercompounders
Unlocking FCF Growth in Energy and Non-Energy Sectors: Telltales Episode 23.38
Navigating Markets: From Energy to Tech & Biotech — Telltales Podcast E23.37
2023.36 Tech & Economy Unpacked: Insights into Markets, Energy, and Innovation
Is Sam Altman an Evil Genius? Telltales Episode 2023.35
2023.34 A Deep Dive into Energy, AI, Fintech, and Retail: From Microsoft Copilot to Stripe's Future
2023.33 Bridging the Digital Divide: Innovations in Internet Technology
2023.32 Unraveling the Fiscal Future: Navigating Uncertain Numbers
2023.31 Fitch Cuts US Credit Rating & the Hunt for the Next Nvidia
2023.30 Unraveling the Intricacies of Energy Prices and the Tech Industry
2023.29 Breaking Down AI Innovations, Energy Trends, and Healthcare Insights
2023.28 Unearthing Value in the Tech Sector: A Deep Dive into AI and Free Cash Flow
2023.27 - What makes a really good company? And how much should you pay for one?
2023.26 Crude Realities & Tech Titans: A Multidimensional Discourse
2023.25 Oil Surplus, China Geopolitics, and Valuation of Nvidia, ASML, and Taiwan Semiconductor
2023.24 $NVDA Cashflow Outlook & Expanding the Energy Drink Market with $CELH
2023.23 Will recent innovations create a tidal wave of cashflow for $NVDA, $TSLA, and/or $AAPL?
2023.22 Budget Deal, Oil & Gas, Biotech, & How to Find the Next Nvidia ($NVDA)
2023.21 Memo Review: Comparing Valuations Across Sectors
2023.20 Navigating the Economic Landscape: Insights on Debt, Energy, Stocks, and Innovative Tech
2023.19 Why We Need a Healthcare Revolution
2023.18 mRNA - Beyond COVID ($PFE $MRNA); Advanced Diagnostics ($LNTH)
2023.17 Exploring the Future of Oil and Gas & the Impact of Generative AI
2023.16 Navigating Troubled Waters: Unfurling the Sails on Oil, Gas, and AI Copyright Issues
2023.15 Chip glut, oil & gas surplus, recession looming?
2023.14 OPEC Cut Impact on Oil Supply/Demand Imbalance + Impact of AI on pages 1-6
2023.13 EPISODE 100! Oil and Gas surplus, Chips & Ai
2023.12 Is Oil over supplied? A budget showdown is coming. Which Ai business model will win?
2023.11 Banking meltdown: Silicon Valley Bank & Credit Suisse
2023.10 Biden's budget; AI lacks product market fit; Perspectives on re-shoring semi mfg
2023.09 US Government Revenues & Expenses ++ a discussion on Salesforce turnaround
2023.08 - Thoughts on a flattening yield curve & Semiconductors
2023.07 Energy, Macro, US Deficit, Interest rate, and Software industry views ++ Intel pay cuts
2023.06 Degree Days & '23 Free Cash Flow Outlook (memo pg 18-20)
2023.05 '23 Free Cash Flow Outlook (memo pg 8-17)
2023.04 - '23 Free Cash Flow Outlook (memo pg 1-7)
2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia
2023.02 - UPS/FDX/NKE/COST ++ MSFT & ChatGPT
2023.01 - Oil Production, Restaurants, & Microsoft to launch chatGPT on Bing!
E2252 - LLMs, Midstream O&G, & Pharmaceuticals - December 28, 2022
E2251 - Artificial General Intelligence & Fusion Energy - December 21, 2022
E2250 - December 14, 2022
E2249 - Software (p 9) & Financials (p 10) - December 7, 2022
E2248 - Memo Review 1-3 (Cable, Chips, Big Tech) - November 30, 2022
E2247 - Energy Majors (XOM, CVX, COP) - November 23, 2022
E2246 - Retail Week (HD, LOW, WMT, TGT) - November 16, 2022
E2245 - Payments (V, MA, AMX, PYPL, SQ) - November 9, 2022
E2244 - Verizon / T-Mobile / AT&T / Dish - November 2, 2022
E2243 - Netflix & Disney - October 26, 2022
E2242 - Qualcomm - October 19, 2022
E2241 - Micron - October 12, 2022
E2240 - Intel - October 5, 2022
E2239 - AMD - September 28, 2022
E2238 - September 21, 2022
E2237 - September 14, 2022
E2236 - September 7, 2022
E2235 - August 31, 2022
E2234 - August 24, 2022
E2233 - August 17, 2022
E2232 - August 10, 2022
E2231 - August 3, 2022
E2230 - July 27, 2022
E2229 - July 20, 2022
E2228 - July 13, 2022
E2227 - July 6, 2022
E2226 - June 29, 2022
E2225 - June 22, 2022
E2224 - June 15, 2022
E2223 - June 8, 2022
E2222 - June 1, 2022
E2221 - May 25, 2022
E2220 - May 18, 2022
E2219 - May 11, 2022
E2218 - May 4, 2022
E2217 - April 27, 2022
E2216 -April 20, 2022
E2215 - April 13, 2022
E2214 - April 6, 2022
E2213 - March 30, 2022
E2212 - March 23, 2022
E2211 - March 16, 2022
E2210 - March 9, 2022
E2209 - March 2, 2022
E2208 - February 23, 2022
E2207 - February 16, 2022
E2206 - February 9, 2022
E2205 - February 2, 2022
E2204 - January 26, 2022
E2203 - January 19, 2022
E2202 - January 12, 2022
E2201 - January 5, 2022
E2152 - December 29, 2021
E2151 - December 22, 2021
E2150 - December 15, 2021
E2149 - December 8, 2021
E2148 - December 1, 2021
E2147 - November 24, 2021
E2146 - November 17, 2021
E2145 - November 10, 2021
E2144 - November 3, 2021
E2143 - October 27, 2021
E2142 - October 20, 2021
E2141 - October 13, 2021
E2140 - October 6, 2021
E2139 - September 29, 2021
E2138 - September 22, 2021
E2137 - September 15, 2021
E2136 - September 8, 2021
E2135 - September 1, 2021
E2134 - August 25, 2021
E2133 - August 18, 2021
E2132 - August 11, 2021
E2131 - August 4, 2021
E2130 - July 28, 2021
E2129 - July 21, 2021
E2128 - July 14, 2021
E2127 - July 7, 2021
E2126 - June 30, 2021
E2125 - June 23, 2021
E2124 - June 16, 2021
E2123 - June 9, 2021
E2122 - June 2, 2021
E2121 - May 26, 2021
E2120 - May 19, 2021
E2119 - May 12, 2021
E2118 - May 5, 2021