All episodes
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