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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

33:14

E2252 - LLMs, Midstream O&G, & Pharmaceuticals -...

Telltales ·

2022/12/28

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

30:36

E2251 - Artificial General Intelligence & Fusion...

Telltales ·

2022/12/21

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

33:36

E2250 - December 14, 2022

Telltales ·

2022/12/14

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

38:43

E2249 - Software (p 9) & Financials (p 10) - December...

Telltales ·

2022/12/08

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

33:14

E2248 - Memo Review 1-3 (Cable, Chips, Big Tech) -...

Telltales ·

2022/12/01

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: 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

33:47

E2247 - Energy Majors (XOM, CVX, COP) - November 23,...

Telltales ·

2022/11/24

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: https://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

35:33

E2246 - Retail Week (HD, LOW, WMT, TGT) - November...

Telltales ·

2022/11/17

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: telltales.substack.comSubscribe 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

31:48

E2245 - Payments (V, MA, AMX, PYPL, SQ) - November 9,...

Telltales ·

2022/11/09

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: telltales.substack.comSubscribe 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

31:28

E2244 - Verizon / T-Mobile / AT&T / Dish - November...

Telltales ·

2022/11/02

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: telltales.substack.comSubscribe 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

29:17

E2243 - Netflix & Disney - October 26, 2022

Telltales ·

2022/10/26

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: telltales.substack.comSubscribe 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

26:52

E2242 - Qualcomm - October 19, 2022

Telltales ·

2022/10/19

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: telltales.substack.comSubscribe 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

29:36

E2241 - Micron - October 12, 2022

Telltales ·

2022/10/12

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: telltales.substack.comSubscribe 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

29:21

E2240 - Intel - October 5, 2022

Telltales ·

2022/10/05

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: telltales.substack.com/Subscribe 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

en

28:36

E2239 - AMD - September 28, 2022

Telltales ·

2022/09/28

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: https://telltales.substack.com/Subscribe to the podcast... - Apple: https://apple.co/3SnW1w3- Spotify: https://spoti.fi/3CfLGwC- Soundcloud: https://bit.ly/3SJdAX9The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or

en

26:45

E2238 - September 21, 2022

Telltales ·

2022/09/22

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed

en

25:13

E2237 - September 14, 2022

Telltales ·

2022/09/15

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed

en

31:56

E2236 - September 7, 2022

Telltales ·

2022/09/07

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed

en

27:33

E2235 - August 31, 2022

Telltales ·

2022/09/01

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed

en

30:51

E2234 - August 24, 2022

Telltales ·

2022/08/24

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed

en

29:50

E2233 - August 17, 2022

Telltales ·

2022/08/17

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed

en

247 results

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