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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

36:39

The Trillion-Dollar Tightrope: Markets in Flux (e2427)

Telltales ·

2024/07/03

Shownotes00:00:00 - Introduction00:01:10 - Oil and Gas Market UpdateDiscussion of OPEC and IEA reports on oil production and demand growth forecastsAnalysis of differences between OPEC and IEA projectionsNear-term natural gas prices weak due to recent heat wave not significantly impacting power pricesMarcellus producers EQT and Chesapeake curtailed production, now back online00:03:30 - U.S. Government Spending and DeficitPoor performance by Joe Biden in recent debate sparks speculation about his

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32:11

The Pulse of Profits: Energy, Healthcare, and EVs...

Telltales ·

2024/06/26

00:00:00 - Introduction00:00:55 - Oil and Gas Market UpdateOPEC+ meeting impact on oil prices: WTI dropped from $80 to $74, now back to $80Geopolitical risk premium due to Gaza conflict and potential Israel-Hezbollah tensionsNatural gas prices remain low despite heat waveGas production running at 100 bcf/day, down from 104 bcf/day in NovemberNew pipeline from West Texas to Gulf Coast opening in August05:38 - US Government FinancesNeither presidential candidate likely to address need for increased

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29:24

Telltales e2525: Media and the transition to Live...

Telltales ·

2024/06/20

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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33:32

AI: Apple Intelligence & how it affects OpenAI,...

Telltales ·

2024/06/12

[00:00:00] Intro[00:00:49] Exhibit C - Oil Demand and Supply[00:02:11] Exhibit B - Natural Gas Production[00:03:42] Exhibit A - Government Deficit[00:04:55] Apple's AI Approach: The discussion turns to Apple's measured approach to AI, focusing on developing a small on-device model and leveraging the platform to bring in external models like OpenAI. Mike believes this demonstrates Apple's strengths in secure and sensitive handling of personal data. The OpenAI partnership is likely a freemium model

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30:19

Cashflow Chronicles: Navigating Oil, AI, and Market...

Telltales ·

2024/06/05

SHOWNOTES00:00:00 - Introduction00:01:02 - OPEC+ Meeting and Oil PricesDiscussion on the recent OPEC+ meeting in Riyadh and its impact on oil prices.Analysis of Saudi Arabia's strategy to phase in withheld production and its implications for global oil markets.00:05:39 - U.S. Government FinancesExamination of U.S. government spending, interest rates, and the budget deficit.Discussion on the need for bipartisan efforts to reduce spending.00:06:00 - Software Companies and AIImpact of AI and large

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34:41

Telltales e2422: Oil, Gas, and Data (the new oil)

Telltales ·

2024/05/30

Shownotes[00:00:00] Introduction[00:01:31] Exhibit C: World Oil Supply/DemandDiscussion: Analysis of the current oil price, risk premiums, and surplus capacity.Key Points:Risk premiums influenced by geopolitical tensions in Gaza, the Middle East, and Ukraine.Surplus capacity and its impact on future oil prices.[00:02:57] Exhibit B: US Gas Demand/SupplyDiscussion: Examination of the natural gas market, including oversupply and production adjustments.Key Points:Dry gas production forecasts and

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30:33

Navigating Cashflow: From Oil Markets to AI...

Telltales ·

2024/05/23

Welcome to the Telltales Podcast, where we delve into the pivotal role of cashflow in investing. Hosted by Mike Nicoletti, Jason Wallace, and Hunt Lawrence, this episode covers a wide range of topics from global oil supply and demand to the latest in tech and healthcare. Below are the detailed summaries of each chapter discussed in this episode.[00:00:00] Introduction[00:01:13] Exhibit C: World Oil Supply/DemandMiddle East Update: Helicopter crash in Iran killing the president and foreign minister,

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36:36

Cashflow Insights: From Oil Markets to AI Innovations...

Telltales ·

2024/05/15

In this episode of the Telltales Podcast, hosts Mike Nicoletti, Jason Wallace, and Hunt Lawrence, aka Mr. Cashflow, delve into the crucial role of cashflow in investing, particularly focusing on the oil supply and demand dynamics, the energy sector, and the implications of geopolitical events on market risk. They also discuss U.S. government finances, investment strategies, and the tech landscape, including the competitive developments between OpenAI and Google, Apple's potential moves in AI, and

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30:46

Episode 2419: Strategic Investment Amidst Political...

Telltales ·

2024/05/08

Welcome to the "Telltales Podcast," where we delve into the intricacies of cashflow and its critical role in driving the economy and investment performance. Join hosts Mike Nicoletti, Jason Wallace, and our co-host Hunt Lawrence, as we explore various facets of financial insights and market dynamics. Below, find detailed summaries of the main topics discussed in each chapter of this episode:---[00:00:00] Introduction[00:00:51] Exhibit C: World Oil Supply/DemandAnalysis of the current oil market with

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1:46

About the Telltales Podcast

Telltales ·

2024/05/03

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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33:34

The Pulse of Progress: Energy Trends and Tech Updates...

Telltales ·

2024/05/01

SHOWNOTESWelcome to another episode of Telltales. Join our hosts, Hunt Lawrence, Jason Wallace, and Mike Nicoletti, as they discuss cashflow and its pivotal role in investing. Here’s a breakdown of what we covered in this episode:[00:00:34] Meet Mike & Jason in Omaha at the Berkshire Hathaway Annual MeetingDiscussion on the upcoming Berkshire Hathaway Annual Meeting in Omaha.Networking opportunities at the event.[00:01:40] Exhibit C: WORLD OIL SUPPLY / DEMANDAnalysis of the global oil supply with a

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31:37

Global Energy Tensions and 2 Promising Stocks: $TSLA...

Telltales ·

2024/04/25

SHOWNOTES00:01:05 Exhibit C: WORLD OIL SUPPLY / DEMAND: Discussion on recent geopolitical events affecting oil prices and their impact on global oil supply and demand.00:04:03 Exhibit B: US GAS DEMAND / SUPPLY: Analysis of the U.S. natural gas market, including production rates and future demand projections.00:07:16 Exhibit A: US GOV’T REVENUES AND EXPENSES: Discussion on U.S. government spending, revenue trends, and fiscal policies.00:08:33 Page 1: TSLA - Earnings Review & FSD 12: Overview of

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30:38

AI's Disruptive Potential, Pharma Deals, the Future...

Telltales ·

2024/04/18

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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35:16

Navigating Markets and Industries: Energy, Autos,...

Telltales ·

2024/04/11

ShownotesThis episode of Telltales covers several key topics related to investing, energy markets, and the pharmaceutical industry. Here's a summary of the main discussions with timestamps for the chapters:[00:00:54] Exhibit C: WORLD OIL SUPPLY / DEMANDThe hosts discuss the ongoing conflict between Israel and Hamas in Gaza, and how the withdrawal of Israeli troops could impact oil prices. Hunt mentions that with Russian oil production down by at least 1 million barrels per day due to the Ukraine

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36:39

🇨🇳Assessing China Exposure - Memo Pages 1-20 (e2414)

Telltales ·

2024/04/04

00:00:39 Exhibit C: WORLD OIL SUPPLY / DEMAND 00:03:08 Exhibit B: US GAS DEMAND / SUPPLY 00:05:25 Exhibit A: US GOVT REVENUES AND EXPENSES 00:06:43 China Risk Discussion 00:07:33 Page 20: UBER / DASH / ABNB / FIVE / ETSY 00:08:24 Page 19: UNH / CVS / REGN / BIIB / LLY 00:09:12 Page 18: FCX / ALB / CF / NEE 00:10:26 Page 17: FDX / UPS / NKE / COST 00:11:23 Page 16: MCD / SBUX / CMG / CELH / HLT 00:12:36 Page 15: PFE / MRNA / LNTH / BNTX / VRTX 00:13:30 Page 14: CAT / DE / GNRC / TDG / FAST 00:15:07

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33:48

Antitrust and Big Tech: Lessons from Microsoft's Lost...

Telltales ·

2024/03/27

The episode covers a range of topics around geopolitics, macroeconomics, antitrust regulation of big tech companies, the energy sector, and the healthcare industry. Significant time is spent analyzing the Microsoft antitrust case, potential partnership between Apple and Google on AI, China's push for domestic chip production, and a DoJ investigation into UnitedHealthcare.[00:00:38] Exhibit C: World Oil Supply/Demand- Ukraine drones damaging Russian refineries, reducing Russian oil production-

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29:10

🤖Nvidia GTC / Microsoft Acqahire / Google + Apple...

Telltales ·

2024/03/20

Shownotes [00:00:00] Introduction [00:01:02] Exhibit C: World Oil Supply/Demand Discussion of rising oil prices due to drone attacks on Russian refineries and potential threats from Houthi rebels in Yemen Analysis of global oil supply numbers for 2023, highlighting oversupply situation if Saudi Arabia increases production Potential for downside in oil prices if Saudi Arabia raises output to 11 million barrels per day [00:03:29] Exhibit B: US Gas Demand/Supply Analysis of US natural gas production

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32:43

💉Biotech & 🛢️Energy - More Similar Than You Think...

Telltales ·

2024/03/13

00:00 Introduction This week’s episode draws fascinating parallels between investing in the energy and biotech sectors. 00:02:25 Exhibit C: WORLD OIL SUPPLY / DEMAND If you look at supply of oil, there's clearly 3-4 million barrels a day too much supply capacity, mostly with Saudi Arabia, to meet demand. The question is, what price of oil would cause supply to come down so that it was within demand? The answer is quite a lot lower. If Saudi Arabia decided to produce the additional 3 million barrels,

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30:51

The Telltales Investor (episode 2410)

Telltales ·

2024/03/07

[00:00:00] IntroMike set the stage for an episode packed with energy, tech, biotech analysis and a special guest from the OakCliff Sailing Center.[00:01:14] Exhibit C: World Oil Supply/DemandHunt discussed Saudi Arabia's potential to unleash 3 million barrels per day of held-back oil production to flex on cheating OPEC nations. A simple move with profound market implications.[00:01:58] Exhibit B: US Gas Demand/Supply Warm weather had depressed natural gas prices lately. But the team saw prices

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34:51

Navigating the AI Revolution: Insights from Klarna's...

Telltales ·

2024/02/28

[00:00:00] Intro[00:01:44] World Oil Supply and Demand:Hunt provides an update on the oil market, cautioning about the potential impact of increased production from Saudi Arabia and the UAE.[00:02:12] U.S. Gas Demand and Supply:Discussion on the natural gas oversupply and the potential for wells in the Marcellus to be shut in due to low gas prices.[00:03:52] U.S. Government Revenues and Expenses:The hosts explore the financial challenges facing the U.S. government, including the risk of a shutdown

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247 results

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