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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

32:49

Navigating Financial Waters: From Google's Dominance...

Telltales ·

2023/10/04

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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28:10

Navigating the Economy: Energy, Macro, and How to...

Telltales ·

2023/09/27

[00:40] Exhibit A-C: Oil, Gas, & MacroHunt discusses the unusual behavior of oil in the market, emphasizing its large surplus capacity. The scenario with natural gas is contrasted, noting its struggle due to the fact that supply continues to outpac demand. The conversation touches the broader fiscal landscape, including the challenges the U.S. government faces regarding deficit and security financing.[03:53] Who can double cashflow in next 3-5 years?The chapter delves into potential companies that

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28:57

Unlocking FCF Growth in Energy and Non-Energy...

Telltales ·

2023/09/20

In this week’s episode...[00:35] Energy Markets Overview: Exhibit C & B, Pages 11-12. AI Summary: The chapter opens with a discussion on energy inventories, particularly in the U.S., and the current state of oil production from countries like Saudi Arabia and the UAE. The hosts express skepticism over the current oil rally and suggest that it may be overdone.[04:13] Energy: Where to find FCF growth? Pages 9-11. AI Summary: The hosts explore cash flow characteristics of various energy companies and

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30:07

Navigating Markets: From Energy to Tech & Biotech —...

Telltales ·

2023/09/14

IN THIS EPISODE...[01:30] EXHIBIT C: WORLD OIL SUPPLY / DEMAND [02:30] EXHIBIT B: US GAS DEMAND / SUPPLY[03:00] EXHIBIT A: US. GOV’T REVENUES AND EXPENSES [03:56] PAGE 9: XOM/CVX/COP/OXY/LNG[05:43] Page 10: KMI / EPD / ET / WES[06:57] PAGE 11: EOG / MGY / PR / FANG[08:31] PAGE 12: AR / EQT / CHK / AM[09:59] PAGE 1: AAPL / GOOG / TSLA[19:43] PAGE 15: PFE / MRNA / LNTH / BNTX / VRTXThis podcast and the information herein are intended for informational purposes only. The views expressed herein are the

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32:51

2023.36 Tech & Economy Unpacked: Insights into...

Telltales ·

2023/09/07

In this week’s episode...[00:01:26] EXHIBIT A: US. GOV’T REVENUES AND EXPENSES - Hunt delves into the U.S. government's legislative process for revenues and expenses, emphasizing the challenges and implications of budget deficits. The focus is on the role of committees and the Congressional Budget Office's numbers for the year.[00:04:55] EXHIBIT B: US GAS DEMAND / SUPPLY - Hunt discusses the balance between U.S. gas demand and supply, pointing out that increased supply has managed to counteract the

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32:47

Is Sam Altman an Evil Genius? Telltales Episode 2023.35

Telltales ·

2023/08/30

SHOW NOTES[00:01:14] EXHIBIT C: WORLD OIL SUPPLY / DEMAND - This section discusses the dynamics of global oil supply and demand. It delves into various factors affecting the oil market, including geopolitical influences and economic trends.[00:02:18] EXHIBIT B: US GAS DEMAND / SUPPLY - This part focuses on the gas market in the United States, examining the supply and demand aspects. Insights into the domestic production, imports, and consumer trends are provided.[00:03:40] PAGES 1-3: $NVDA EARNINGS,

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29:38

2023.34 A Deep Dive into Energy, AI, Fintech, and...

Telltales ·

2023/08/24

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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29:39

2023.33 Bridging the Digital Divide: Innovations in...

Telltales ·

2023/08/16

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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28:31

2023.32 Unraveling the Fiscal Future: Navigating...

Telltales ·

2023/08/09

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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26:35

2023.31 Fitch Cuts US Credit Rating & the Hunt for...

Telltales ·

2023/08/02

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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28:25

2023.30 Unraveling the Intricacies of Energy Prices...

Telltales ·

2023/07/27

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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28:49

2023.29 Breaking Down AI Innovations, Energy Trends,...

Telltales ·

2023/07/19

[00:00:53] Energy News (memo exhibit B & C)[00:05:25] Healthcare News - UNH 0.00 Earnings (memo exhibit A & Page 19) + comp to CVS 0.00 [00:07:56] AI News → MSFT 0.00 Cashflow impact of $30 Office 365 copilot META 0.00’s Llama 2, Impact on NVDA 0.00 GOOG 0.00 GOOGL 0.00 SNOW 0.00 AAPL 0.00 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

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28:37

2023.28 Unearthing Value in the Tech Sector: A Deep...

Telltales ·

2023/07/12

Show NotesHunt begins the podcast with a discussion on AI's role in software companies and the impact of recent actions by OPEC, Russia, and Saudi Arabia on world oil demand.There is a detailed conversation about exhibits A, B, and C, reflecting on current trends in world oil demand, gas numbers, and the impact of the debt ceiling agreement.Various companies across different sectors are examined in-depth, with a focus on free cash flow. These include NVEC, United Health, CVS, Chipotle, Vertex,

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27:52

2023.27 - What makes a really good company? And how...

Telltales ·

2023/07/05

Podcast Chapters[00:00:55] Comparison of Apple, Google, and Tesla (Memo Page 1: $AAPL $GOOG $TSLA)[00:02:23] Evaluating Tesla's Growth Potential[00:03:06] What Makes a Really Good Company? Examining Apple and Alphabet[00:06:27] Comparing Multiples on $TSLA $NVDA with those of Oil & Gas Companies ($XOM, $CVX, $COP, $OXY, $KMI, $EPD, $ET, $WES, $EOG, $MGY, $PR, $FANG)This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone

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31:00

2023.26 Crude Realities & Tech Titans: A...

Telltales ·

2023/06/28

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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28:22

2023.25 Oil Surplus, China Geopolitics, and Valuation...

Telltales ·

2023/06/21

If you are new, welcome! If you haven’t subscribed, join crew by subscribing here:Description: In this episode of the Telltales podcast, the hosts dive into the world of economics, geopolitics, and technology. They discuss the current state of oil supply and demand, the impact of China's economy on commodity consumption, and the US government's revenue and expenses. Additionally, the hosts delve into the geopolitics surrounding the US-China relationship, particularly focusing on issues of technology

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33:22

2023.24 $NVDA Cashflow Outlook & Expanding the Energy...

Telltales ·

2023/06/14

Episode Chapters[00:00:44] Exhibit C: Oil Supply & Demand[00:04:35] Exhibit B: Natural Gas[00:07:56] Exhibit A: US Gov Cashflow[00:09:46] Page 12: Gas Companies $AR $EQT $CHK [00:11:28] Exhibit B & Page 12: Gas Q&A[00:13:54] Other Macro[00:15:39] Page 3: $NVDA $AMD $INTC $TSM / $ASML [00:25:46] Page 8: $KMX , $WMT , $TGT , $LOW , $HD [00:26:46] Page 16: $CELH $MCD $SBUX $CMG [00:30:37] Page 8: $KMX $CVNA [00:31:15] Sign-offIf you are new, welcome! If you

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33:35

2023.23 Will recent innovations create a tidal wave...

Telltales ·

2023/06/07

Podcast Chapters[00:00:53] Exhibit C: Oil[00:02:29] Exhibit B: Gas[00:03:40] Exhibit A: US Gov Cash Flow[00:04:55] Page 20: $UBER / $DASH / $ABNB / $FIVE[00:05:36] Page 14: $CAT / $DE / $GNRC / $TDG / $FAST[00:08:30] Is a step change in cash flow coming for $AAPL / $TSLA / $NVDA ? [See page 1( $AAPL / $GOOG / $TSLA ) & 3( $NVDA / $AMD / $INTC / $TSM )][00:24:49] Page 15: $PFE / $MRNA / $BNTX / $LNTH / $VRTXThis post and the information herein are intended for informational purposes only. The views

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30:58

2023.22 Budget Deal, Oil & Gas, Biotech, & How to...

Telltales ·

2023/05/31

If you are new, welcome! If you haven’t subscribed, join crew by subscribing here: telltales.us🎧 To listen to the podcast, subscribe on Substack, Apple Podcasts, Spotify, or SoundCloud. Keep reading for supplemental data to accompany the podcast.- Apple: apple.co/3SnW1w3- Spotify: spoti.fi/3CfLGwC- Soundcloud: bit.ly/3SJdAX9This newsletter is designed to complement the podcast and ultimately enable you develop your ability to think critically and independently about investments. Neither the

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33:48

2023.21 Memo Review: Comparing Valuations Across Sectors

Telltales ·

2023/05/24

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.usSubscribe to the podcast...- Apple: apple.co/3SnW1w3- Spotify: spoti.fi/3CfLGwC- Soundcloud: bit.ly/3SJdAX9The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a

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247 results

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