Podcast Alpha
Sharp, high-signal breakdowns of the world’s best episodes - key ideas, trends, and investment insights distilled for busy minds.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 307 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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podcastalpha.substack.comLatest Issues
Excess Returns Last Call: The Vol Nobody's Pricing
Implied volatility on the S&P 500 sits at 90-day lows the same week the Fed’s own credibility narrative went supernova.
- Kevin Muir says midterm forward vol is pricing a sub-1% daily move, well under 1.8% in 2022, despite Trump’s approv...
AI Disruption in Hospitals - How to Position You Portfolio
Eric Rosenthal says the AI models predicting who dies in his ICU are frequently just predicting what the doctor already decided to tell the family.
Eric Rosenthal says the AI models predicting who dies in his ICU are frequently just predic...
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
Gavin Baker asked every industry contact he has for one AI metric that’s getting worse this summer.
Gavin Baker asked every industry contact he has for one AI metric that’s getting worse this summer. Nobody could name one.
Jordi Visser: Bitcoin to $1 Million?!
Jordi Visser walked through the math behind a $1 million Bitcoin call, then admitted his own fresh capital is going to Ethereum and Solana instead.
Jordi Visser walked through the math behind a $1 million Bitcoin call, then admitted his ow...
All-In Pod: Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druckenmiller, America's Debt Crisis
Nvidia’s quarter came in at 96.2 billion in revenue, with guidance calling for 70 percent growth against a 45 percent Street estimate.
Nvidia’s quarter came in at 96.2 billion in revenue, with guidance calling for 70 percent growth against...
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Masterclass for financial podcasts. We distill the world’s best episodes into sharp, high-signal breakdowns of key ideas, trends, and strategic insights. Pure alpha for busy minds. Subscribe and stay ahead.
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