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PODCAST

Telltales

An investing podcast + substack for people who want to compound their wealth over the long run and don"t mind sailing analogies telltales.substack.com

business investing

All Episodes

31:18

📈Nvidia's Market Surge: Analyzing the Chip Giant's...

Telltales ·

2024/02/22

Join Hunt Lawrence, Jason Wallace, and Mike Nicoletti as they delve into the latest trends in the energy sector, government fiscal policies, and a special focus on Nvidia's remarkable earnings. This episode also explores the competitive dynamics within the AI chip industry, highlighted by the emergence of startups like Groq.Show Notes & Timestamps:[00:00:00] Intro/Outro: Introduction to Telltales, an investing podcast that covers geopolitics, macroeconomics, energy, and technology. Reminder of the

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31:07

🤠 Q4 Earnings Roundup - Telltales Episode 2407

Telltales ·

2024/02/15

This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently

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34:08

📺 The Future of Streaming Media: A Deep Dive...

Telltales ·

2024/02/08

This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently

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33:29

Telltales Episode 2405: 🤖AI to drive Platform Shift?...

Telltales ·

2024/02/01

This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently

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34:31

Navigating Market Mosaics: A Deep Dive into...

Telltales ·

2024/01/25

In the latest episode of Telltales, the investing podcast hosted by Hunt Lawrence, Jason Wallace, and Mike Nicoletti, a rich array of topics were explored with their usual blend of insight and wit. Here's a taste of what went down:The trio kicked off with a deep dive into the oil markets, highlighting the delicate balance between supply and demand. They pointed out the Saudi's production cuts and pondered over the potential ripple effects of increased production from other major players like Russia

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29:32

Energy and Tech Valuation Roundup (e2403)

Telltales ·

2024/01/17

Welcome to Episode 2403 of the Telltales Podcast, your essential guide to the world of energy, technology, and market trends. In this episode, we dive deep into the dynamics of the energy sector, compare it with tech industry giants, and explore the intriguing potential of AI in various sectors. Here's a breakdown of what we cover: 00:00:00 Introduction 00:00:25 Disclaimer and Information Notice 00:00:42 Exhibit C: World Oil Supply / Demand 00:02:18 Exhibit B: US Gas Demand / Supply 00:02:49 Exhibit

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29:24

E2402 - 10(ish) Surprises for '24

Telltales ·

2024/01/11

This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently

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29:45

2024 Cashflow Pick'em

Telltales ·

2024/01/04

In this episode of Telltales, the hosts (Jason Wallace, Hunt Lawrence and Mike Nicoletti) go through a 20-page memo and pick one stock from each page that they think will have the highest free cash flow growth in 2024. Check out telltales.us for more Sections and Stocks Discussed: 0:00:31 Exhibit C - Oil and gas pricing updates 0:01:54 Exhibit B - Natural gas supply and demand 0:02:03 Exhibit A - Government funding negotiations 0:02:19 Cashflow Pick'em - Choosing cash flow winners 0:03:07 Page 20 -

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29:33

Buy a Car on Amazon / Is Nvidia Competing with its...

Telltales ·

2023/12/27

00:00:00 Introduction:Welcome to Telltales, an investing podcast hosted by Hunt Lawrence, Jason Wallace, and Mike Nicoletti. Each week we discuss topics ranging from geopolitics and macroeconomics to energy and technology. Stay tuned as we explore the intricacies of global markets and investments.00:00:34 World Oil Supply and Demand:Dive into the dynamics of the world oil supply and demand, exploring geopolitical impacts, trade disruptions, and market oversupply.00:01:30 US Gas Demand and

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27:56

e2351 - Geopolitics, Markets, and Innovation

Telltales ·

2023/12/20

Title: E2351 - Geopolitics, Macroeconomics, Energy, and Tech Discussed in Latest EpisodeSummary: In this week's Telltales podcast, Hunt, Mike, and Jason cover a range of topics including world oil supply/demand, US gas supply/demand, US government revenues and expenses, AI models running on phones vs the cloud, implications of China-Taiwan relations, streaming platforms bidding on live sports rights, healthcare companies like Lantheus and Vertex Pharmaceuticals, and more.Content:0:00 - Intro 0:34 -

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33:10

Who Will Grow Cashflow? Telltales Investigates

Telltales ·

2023/12/14

The "Telltales" podcast, co-hosted by Mike Nicoletti, Hunt Lawrence, and Jason Wallace, is a weekly discussion focusing on key financial insights. Originating from a decade-long in-person meeting initiated by Lawrence, it transitioned to a remote format during the pandemic. The podcast records their weekly calls discussing the "Cashflow Memo," a document summarizing financials of around 70 companies across various sectors. The podcast aims to guide listeners through significant financial trends and

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31:15

Cashflow Growth & Economic Insights: Navigating...

Telltales ·

2023/12/06

0:00:00 - Introduction: Overview of the podcast's key economic and financial topics. 0:01:51 - Oil Market Dynamics: Analysis of the complexities in the oil supply and demand. 0:03:56 - U.S. Gas Supply and Demand: Discussion on the U.S. gas industry's current trends and future outlook. 0:06:00 - U.S. Government Financial Health: Insights into the U.S. government's fiscal situation, focusing on revenues and expenses. 0:09:34 - Sponsor Segment: Acknowledgement of our sponsors and their support. 0:10:52

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33:10

The Next Cashflow King

Telltales ·

2023/11/30

Episode Title: "Telltales E2348: The Next Cashflow King'" Release Date: November 29, 2023 Duration: 33:10 Episode Summary: Dive into a riveting discussion in this episode of "Telltales," where we unravel the dynamic world of technology and media giants. We begin with an in-depth analysis of US gas demand and supply, followed by a critical examination of the US government's financial health. The episode heats up as we explore potential challengers to Apple's cash flow crown and speculate on Tesla's

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32:33

OpenAI Drama & Impact on Software & Semiconductor...

Telltales ·

2023/11/23

Title: OpenAI Drama & Impact on Software & Semiconductor Companies Hosted by: Hunt Lawrence, Jason Wallace, Mike Nicoletti Chapters: [00:00:00] Introduction to Telltales Podcast [00:00:46] Discussion on World Oil Supply/Demand and OPEC Meeting Implications [00:01:58] Analysis of US Gas Demand/Supply Trends [00:03:50] Examination of US Government Revenues and Expenses [00:05:55] Impact of OpenAI Drama on Semiconductor and Software Companies [00:25:00] Future of GPUs in Consumer Electronics [00:29:30]

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29:50

Oil / Gas / Macroeconomics / Marketplace Businesses /...

Telltales ·

2023/11/15

Description: Join Hunt Lawrence, Jason Wallace, and Mike Nicoletti in this insightful episode of the Telltales podcast, where we delve deep into the world of investing, economics, and technology. Get expert opinions on current market trends, investment strategies, and a detailed analysis of various sectors.Chapters: 00:00 Intro and Disclaimer 00:57 Exhibit C: Analysis of World Oil Supply and Demand 02:38 Exhibit B: U.S. Gas Demand and Supply 04:30 Exhibit A: U.S. Government Revenues and Expenses

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32:27

Navigating the Currents of Energy, Health, and GPUs

Telltales ·

2023/11/09

Episode 23.45 of the Telltales Podcast delves into the intricate world of market investments, offering listeners a comprehensive analysis across several dynamic sectors. Join us as we dissect the latest trends in oil and gas markets, exploring the geopolitical and economic factors at play. We take a deep dive into natural gas demands, the US fiscal landscape, and the strategic maneuvers of key players in the energy sector. The discussion takes a pivot to the healthcare industry, where we evaluate

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30:15

Analyzing the Memo: A Deep Dive into Pages 13-18

Telltales ·

2023/11/01

In this week’s episode...[00:01:17] Energy Sector: Kickstarting the episode with a discussion on the current trends and future prospects in the energy sector. What does the landscape look like, and what should investors be aware of?[00:06:01] Banking: Analyzing the financial health and performance of JPMorgan Chase (JPM), Morgan Stanley (MS), and Goldman Sachs (GS). What do these banks have in store for investors?[00:06:54] Industrial and Construction: Delving into Caterpillar (CAT), Deere & Company

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27:59

Navigating the Markets: Social Media, AI Strategies,...

Telltales ·

2023/10/26

Episode 23.34 Chapters[00:01:19] Oil, Gas, & Macro: Exhibits A, B & C[00:03:06] Page 5: $CHTR / CMCSA 0.00%↑ [00:06:12] Page 6: $T / $VZ / TMUS 0.00%↑ [00:09:32] Page 7: $MA / $V / PYPL 0.00%↑ [00:11:19] Page 8: $WMT / $TGT / $LOW / $HD / KMX 0.00%↑ [00:12:16] Page 9: $XOM / $CVX / $COP / $OXY / LNG 0.00%↑ [00:14:27] Page 10: $KMI / $EPD / $ET / WES 0.00%↑ [00:15:14] Page 11: $EOG / $MGY / $PR / FANG 0.00%↑ [00:15:40] Page 12: $AR / $EQT / $CHK / AM 0.00%↑ [00:17:11] Sponsor Break[00:17:46] Page 4:

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31:31

Turmoil in the Middle East / No Speaker & Continuing...

Telltales ·

2023/10/18

In this week’s episode...Telltales Podcast: Episode 23.42 Show NotesEXHIBIT C: WORLD OIL SUPPLY / DEMAND:Delve into the intricacies of world oil supply and demand, especially in the context of recent geopolitical events in Gaza and Iran's production capabilities.Exhibit B: US GAS DEMAND / SUPPLY:A comprehensive look at US natural gas demand and supply, discussing factors influencing prices and the role of geopolitical events.EXHIBIT A: US. GOV’T REVENUES AND EXPENSES:Explore the state of US

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25:17

Gaza, Hamas, and Global Oil Prices: Telltales Episode...

Telltales ·

2023/10/11

SHOW NOTES: Gaza, Hamas, and Global Oil Prices: Telltales Episode 23.41[00:00:57] IntroductionBrief overview of Exhibit B & C.Effects of the Hamas-Israel War on global energy prices.[00:01:26] U.S. Oil Inventory InsightsYear-over-year inventory analysis.How crude oil prices shifted over the past months.[00:02:54] Middle East Power DynamicsA potential three-way agreement between Israel, Saudi Arabia, and the US.Iran's role in the negotiations and their relationship with Saudi Arabia.How recent events

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247 results

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