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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

34:36

Apple's AI Woes, Signal & Government Comms,...

Telltales ·

2025/03/27

SHOWNOTESIn this episode, the Telltales team dives deep into healthcare investing with a focus on Vertex Pharmaceuticals and Lantheus Holdings. They also discuss Apple's AI challenges, the complexities of secure government communication, and the outlook for energy markets in light of geopolitical uncertainties and the hunt for federal spending cuts.[00:00:00] Intro Mike welcomes listeners to the Telltales podcast, where the hosts bring the weekly Cash Flow Memo to dive deep into energy, technology,

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34:02

Tesla's Bumpy Road Ahead: Challenges and...

Telltales ·

2025/03/19

SHOWNOTESIn this episode, the Telltales team discusses the latest developments in energy, technology, and healthcare. They analyze the potential impact of a second Trump term on oil and gas markets, dive into Nvidia's AI dominance and the future of inferencing, and explore Tesla's challenges and opportunities in the evolving EV landscape.[00:00:55] Energy Market & Oil Supply Discussion (Exhibit C) Hunt believes that oil supply is unlikely to change based on the recent Putin-Trump phone call. He

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34:49

Chips, Budgets, and Genome Breakthroughs (e2511)

Telltales ·

2025/03/12

ShownotesIn this episode, Mike Nicoletti, Jason Wallace, and Hunt Lawrence cover the latest in energy, technology, healthcare, and updates on U.S. fiscal policy. The conversation explores recent developments in semiconductor manufacturing, natural gas and oil markets, and innovative breakthroughs in gene sequencing.[00:00] IntroMike introduces the episode and highlights key discussion topics including energy, technology, and healthcare. He reminds listeners to download the accompanying memo for

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32:54

Step Changes: Finding the Next Nvidia (e2510)

Telltales ·

2025/03/06

SHOWNOTES[00:00] IntroThe episode kicks off with Hunt teasing Tesla’s potential for a step change via autonomous driving, followed by Mike’s welcome to the Telltales podcast and an overview of the Cash Flow Memo. Key points include the focus on energy, tech, and healthcare, with a disclaimer about the informational nature of the discussion. The hosts set the stage for a 30-minute deep dive into macroeconomic trends and investment ideas.[00:41] World Oil Supply and Demand (Exhibit C)Hunt analyzes the

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34:08

AI Arms Race Heats Up as Transparency Comes to...

Telltales ·

2025/02/27

SHOWNOTESIn this episode, the Telltales team discusses the implications of Donald Trump's 2024 election victory on energy, healthcare, technology, and the broader economy. They analyze key exhibits, dive into company-specific news, and explore the potential impacts of policy changes.[00:00:59] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt expects a Trump administration deal with China to tighten the oil market surplus in 2025 by phasing out Iranian barrels. Despite predictions of peak oil demand, the

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33:42

RFK Jr: Tackling the Root Causes of America's Health...

Telltales ·

2025/02/20

SHOWNOTESThis week the Telltales Podcast dives into critical cash flow insights, spanning volatile oil and gas markets, U.S. government spending debates, and the disruptive potential of Tesla, NVIDIA, and healthcare innovators. Hosts Mike Nicoletti, Jason Wallace, and Hunt Lawrence unpack the numbers and trends shaping investment opportunities as of February 19, 2025.[00:00] Intro The episode kicks off with a teaser about autonomous driving’s future in the U.S., followed by Mike Nicoletti’s welcome

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33:25

Navigating the Shifting Tides of Energy, Media, and...

Telltales ·

2025/02/13

SHOWNOTESIn this episode, the Telltales team discusses the potential impacts of the Trump administration on energy markets, media consumption, and the healthcare industry. They analyze key exhibits, dive into company-specific news, and share insights on the shifting landscape of these sectors.[00:00:33] Exhibit C: World Oil Supply/Demand Hunt expects Iran's oil production to decrease under the Trump administration's "maximum pressure" policy. He also discusses the challenges in reaching a deal

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30:13

Vertex's Breakthrough Pain Drug Approval and the...

Telltales ·

2025/02/06

SHOWNOTESIn this episode, Hunt and Jason discuss the implications of a potential second Trump term on the energy sector, Elon Musk's efforts to reduce federal spending, and the recent approval of Vertex's non-opioid pain drug. They also delve into the latest earnings reports from major tech companies and the advancements in autonomous driving technology.[00:00:46] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt anticipates that Trump's policies, including sanctions on Iran and Russia, could tighten the

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34:37

DeepSeek's AI Breakthrough: Efficiency, Innovation,...

Telltales ·

2025/01/30

SHOWNOTESIn this episode, the Telltales team discusses the potential impacts of the Trump administration's energy policies, the game-changing AI innovations from China's DeepSeek, and key updates from healthcare companies like Vertex, Lantheus, and BioNTech.[00:00:52] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt believes a deal with Iran under the Trump administration could tighten the oil market surplus. He expects OPEC countries to increase production, potentially leading to lower oil prices and a

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33:03

Cashflow Pick’em 2025 Part 2 - Pages 14-20 (e2504)

Telltales ·

2025/01/23

SHOWNOTESIn this special edition of the Telltales podcast, the team continues "Cashflow Pick'em" from week 2502, selecting companies on memo pages 14-20 that they believe will grow their cashflow the most in the coming year. They also discuss the impact of Trump's first days in office on various industries and the competitive landscape in artificial intelligence.[00:01:02] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt expects Russian and Iranian oil production to decrease in the coming months due to

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35:55

From Energy Markets to AI Innovations: Where Are We...

Telltales ·

2025/01/16

SHOWNOTES[00:00:50] World Oil Supply and DemandHunt shares insights on Russia’s oil production outlook amid sanctions.Potential impact of geopolitical developments on global oil prices.Why WTI prices might swing between the mid-50s to high-70s.[00:03:03] US Gas Demand/SupplyOverview of cold-weather impacts and freeze-offs on natural gas production.Discussion on LNG export growth.[00:04:07] Macro UpdateGovernment spending, potential trillion-dollar cuts, and debt-limit strategies.How a lower U.S

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37:04

Cashflow Pick’em 2025 Part 1 - Pages 1-13 (e2502)

Telltales ·

2025/01/09

SHOWNOTES[00:00:00]Introduction (Pages 1–13)Mike, Jason, and Hunt open the show by outlining their plan to assess which companies covered in the memo are poised for the highest percentage increase in free cashflow by 2025. They highlight that overall cashflow growth—not just revenue—drives long-term valuations, and they set up the structure for this year’s “Cashflow Pick’em” challenge.[00:00:48]Exhibit C: World Oil Supply/Demand Hunt reviews the current oil market landscape, pointing out that cold

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27:23

10ish Surprises for 2025: Predictions That Could...

Telltales ·

2024/12/31

SHOWNOTESEpisode OverviewIn this special edition of the Cash Flow Memo, hosts Mike, Jason, and Hunt look back on their “12 Surprises” from last year—unconventional predictions with high potential impact—and discuss which came true and which missed the mark. Then they unveil fresh predictions for 2025, ranging from nuclear fusion milestones and AI-driven health breakthroughs to geopolitical events and government spending cuts.Revisiting the 12 Surprises of Last Year[00:01:01] 1. Saudi Arabia Shifts

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29:39

2024 Cashflow Pick'em Results: Who Picked the...

Telltales ·

2024/12/24

Welcome to our 2024 Cashflow Pick'em Results Epsode, where Hunt, Mike, and Jason recap the cashflow growth in each company in the memo. Download the memo at Telltales.us and check out episode 2401 where we made our initial picks, here: 2024 Cashflow Pick'emToday we will explore who came out on top in free cash flow growth and examine the forces shaping energy, technology, and healthcare in 2024.[00:01:03] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt expects Iranian oil exports to decline in early 2025

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36:27

From Uber to Tesla: Navigating the Next Wave of...

Telltales ·

2024/12/19

REQUEST!!This week on the Oakcliff segment, Dawn discussed the awesome accomplishments of Oakcliff Sailing this year. She suggests 3 ways you can support Oakcliff in 2025, they are… Join and/or host the Oakcliff Winter Tour - This is a two session event gathering our graduates and collaborators to entertain and educate in an effort to set up American Sailing for success into 2028 and beyond. Click here for more info.Train at Oakcliff in ‘25 - If you are into sailing haven’t yet trained at Oakcliff,

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31:58

Scaling AI: Elon Musk's 100,000 GPU Cluster and the...

Telltales ·

2024/12/11

SHOWNOTESIn this episode, the Telltales team discusses the implications of Elon Musk's massive AI training cluster on the semiconductor industry, the future of self-driving cars, and the shifting landscape of chip manufacturing. They also explore the potential impact of Trump's FDA pick on healthcare costs and the U.S. budget.[00:06:27] Limits to GPU Scaling (Page 1) Jason and Mike discuss the limitations of scaling GPU clusters for AI training, with Elon Musk's plans to expand Tesla's cluster from

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34:54

Navigating the Challenges of AI Hallucination and...

Telltales ·

2024/12/04

SHOWNOTESIn this episode, the Telltales team discusses the challenges surrounding AI hallucination, the potential for healthcare reform under a new administration, and the outlook for the energy sector. They explore the legal and ethical implications of generative AI models, examine potential solutions to tackle healthcare costs, and analyze the effects of geopolitics and policy changes on oil and natural gas.[00:01:01] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt expects Iranian oil exports to

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31:00

Tech Titans' AI Strategies: Delays, Investments, and...

Telltales ·

2024/11/28

Download the memo at www.telltales.usSHOWNOTESJoin Mike Nicoletti, Jason Wallace, and Hunt Lawrence on Telltales as they delve into the latest financial insights across the energy, technology, and healthcare sectors. This episode covers topics from global oil supply dynamics to the AI strategies of tech giants like NVIDIA and Apple.[00:00:34] Exhibit C: WORLD OIL SUPPLY / DEMAND (Exhibit C) Hunt discusses the current status of the global oil supply and demand, noting uncertainty regarding Iranian

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35:47

Trump's 2nd Term, Part 2: Analyzing Big Tech, Chips,...

Telltales ·

2024/11/21

SHOWNOTESIn this episode, the Telltales team continues last week’s discussion on the potential impact of Donald Trump's election victory on pages 1-7 of the memo. They also delve into company-specific news and developments, such as Netflix's live streaming challenges and the future of the semiconductor industry.[00:00:49] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt discusses the potential impact of a Trump administration on the global oil market, particularly in relation to Iran's production and

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32:37

Trump's 2nd Term: Analyzing Retail, Energy, Banks,...

Telltales ·

2024/11/13

In this episode, Mike Nicoletti, Jason Wallace, and Hunt Lawrence analyze market impacts of the developing Trump administration across various sectors.⏱️ Timestamps:00:00:00 - Introduction00:00:30 - Intro00:00:44 - World Oil Supply/Demand Analysis03:42 - US Gas Demand/Supply Overview04:40 - US Government Revenues and Expenses05:30 - UBER/DASH/ABNB/FIVE/HROW Analysis06:33 - Healthcare Sector (UNH/CVS/REGN/LLY)09:39 - Mining & Energy (FCX/ALB/CF/NEE)13:06 - Restaurant & Hospitality Stocks14:11 - Food

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245 results

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