All episodes
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)
EScaling 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