OM DENNE PODCAST 🔗
Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.
Opdateringsfrekvens:
every 7 hours
Gennemsnitlig lydlængde:
16 minutes
Engelsk
USA
125 episoder
siden 11. oktober 2026
episodic
SENESTE EPISODE 🔗
Alex and Jordan distill the October 30, 2026 edition of Hedgeye Risk Management's The Macro Show. Hedgeye's GIP model map (updated Oct 22) keeps inflation sticky through year-end (CPI 3.86% in 4Q26) then collapses it to 1.94% YoY by 2Q27 — flipping the regime to Quad 4 on an inflation rate-of-chang…
SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af Exponential Learning.
SIDSTE EPISODER 🔗
Anthropic, PBC filed its public Form S-1 on SEC EDGAR on October 26, 2026 (CIK 0002130357, File No. 333-299633). Ticker: ANT (Nasdaq). Price range and share count are blank in this initial filing. Audited highlights: 2025 revenue $4,585M, operating loss $(8,060)M, net loss $(41,965)M driven mainly …
Verizon Q3 2026: adjusted EPS .31 beat, record 3.8B EBITDA, 406K postpaid phone adds (best Q3 in five years), guidance raised for the third straight quarter, and a B+ AWS edge deal.
EQT's all-stock acquisition of Range Resources: terms, premium, synergies, breakeven under $2, and what to watch into EQT's Q3 print tomorrow.
Shawn O'Malley, Daniel Mahncke and Kyle Grieve of The Intrinsic Value Podcast spend ~40 hours a week valuing one business, publish a model and an intrinsic-value estimate, and then decide in public: add it to the Intrinsic Value Portfolio, or pass. They pass roughly 80% of the time.
This episode to…
Goldman Sachs prime brokerage data shows the fastest hedge fund technology de-grossing in records back to 2016, U.S. fundamental long-short net leverage at the 0th percentile of five years (about 43.7%), and technology still 23.5% of the global prime book - the 90th percentile. The episode separate…
Weekly sector and style-factor recap for the week ending Friday, October 23, 2026. Alex and Jordan rank all eleven sectors from materials plus three point three percent to technology minus three point eight, name the biggest single-stock movers in each sector, and break down the style rotation: val…
A split week: the S&P 500 and Nasdaq slipped while the Dow and Russell 2000 climbed. Megacap tech got re-priced on AI capital spending — Meta raised 2026 capex to $135–145B and turned free cash flow negative, Tesla cut its vehicle target, IBM warned on enterprise software budgets. Then Friday b…
Comfort Systems USA reported Q3 2026 after the close on October 22: revenue $3.77B (+54% YoY) and EPS $13.91 (+69%) both beat consensus, operating margin widened to 16.6%, and backlog hit a record $17.81B — up 90% year over year, with same-store backlog up ~85%. Technology (mostly data centers) is …
The Nasdaq just had its worst day since June, the leaders are capitulating, and the AI trade looks like it is unraveling. But look underneath: the average S&P 500 stock already fell 18-20% while a couple dozen mega caps held the index calm, Eaton's electrical backlog is up 43% with data center …
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra The Team, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
PODCAST SØGEMOTOR
Du kan bruge vores hjemmeside til at søge efter3,829,722podcasts og196,544,161episoder efter personer, steder eller emner.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af Exponential Learning.
GØR KRAV PÅ DENNE PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post rubrikannoncer for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcasterinterview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
vores officielle X-konto (tidligere Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
REDIG
Tak fordi du hjælper med at holde podcast-databasen opdateret.
