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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

29:25

2023.20 Navigating the Economic Landscape: Insights...

Telltales ·

2023/05/17

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

en

33:05

2023.19 Why We Need a Healthcare Revolution

Telltales ·

2023/05/10

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

en

31:32

2023.18 mRNA - Beyond COVID ($PFE $MRNA); Advanced...

Telltales ·

2023/05/03

In this episode, Hunt covers the latest updates on Oil and Gas supply and Demand and touches on the upcoming debt ceiling. Then Mike, Jason and Hunt discuss mRNA technology, its impact on COVID-19 vaccines, and potential applications in cancer treatment. We explore the promising future of companies like Moderna, Pfizer, BioNTech, and Lantheus, as they leverage this groundbreaking technology to develop novel diagnostics and treatments. Join us as we delve into the financial implications and

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34:09

2023.17 Exploring the Future of Oil and Gas & the...

Telltales ·

2023/04/26

In this episode of Telltales, hosts Mike, Hunt, and Jason discuss a wide range of topics related to technology, finance, and business strategy. They begin by exploring the current state of the oil and gas industry, including the impact of rising oil prices, the role of renewable energy, and the challenges facing traditional energy companies. They also discuss the recent news about Oracle's acquisition of Cornerstone, and what this could mean for the future of enterprise software.Later in the

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30:24

2023.16 Navigating Troubled Waters: Unfurling the...

Telltales ·

2023/04/19

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

en

33:22

2023.15 Chip glut, oil & gas surplus, recession looming?

Telltales ·

2023/04/12

This week, in addition to covering oil & gas and macro, we review the effect of AI on pages 17-20 and dig into the semiconductor cycle.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:

en

33:58

2023.14 OPEC Cut Impact on Oil Supply/Demand...

Telltales ·

2023/04/05

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

en

31:03

2023.13 EPISODE 100! Oil and Gas surplus, Chips & Ai

Telltales ·

2023/03/29

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

en

31:19

2023.12 Is Oil over supplied? A budget showdown is...

Telltales ·

2023/03/22

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

en

32:28

2023.11 Banking meltdown: Silicon Valley Bank &...

Telltales ·

2023/03/15

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

en

32:40

2023.10 Biden's budget; AI lacks product market fit;...

Telltales ·

2023/03/08

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

en

32:15

2023.09 US Government Revenues & Expenses ++ a...

Telltales ·

2023/03/01

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

en

31:11

2023.08 - Thoughts on a flattening yield curve &...

Telltales ·

2023/02/22

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

en

32:24

2023.07 Energy, Macro, US Deficit, Interest rate, and...

Telltales ·

2023/02/15

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

en

36:20

2023.06 Degree Days & '23 Free Cash Flow Outlook...

Telltales ·

2023/02/08

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

en

31:44

2023.05 '23 Free Cash Flow Outlook (memo pg 8-17)

Telltales ·

2023/02/01

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

en

29:43

2023.04 - '23 Free Cash Flow Outlook (memo pg 1-7)

Telltales ·

2023/01/25

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

en

31:52

2023.03 - Energy Outlook / US Debt Ceiling & Macro /...

Telltales ·

2023/01/18

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

en

31:57

2023.02 - UPS/FDX/NKE/COST ++ MSFT & ChatGPT

Telltales ·

2023/01/11

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

en

33:21

2023.01 - Oil Production, Restaurants, & Microsoft to...

Telltales ·

2023/01/04

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

en

247 results

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