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Which podcasts are discussing 000660.KS?
52 ATTRIBUTED IDEAS · 48 EPISODES · 21 SHOWS
The shows
The Pomp Podcast
WSJ What's News
Monetary Matters with Jack Farley
Odd Lots
Real Vision Daily Briefing
The Alpha Exchange
The Compound and Friends
Thoughtful Money
Bloomberg Surveillance
CNBC Fast Money
Excess Returns
Goldman Sachs Exchanges
Prof G Markets
All-In with Chamath, Jason, Sacks & Friedberg
Animal Spirits
Barron's Streetwise
Motley Fool Money
The Acquirers Podcast
The Dividend Cafe
The Twenty Minute VC
Wealthion - Be Financially Resilient
Where the discussion went deepest
3 AUG1W AGOPROF G MARKETS · 15:00
Leveraged ETFs amplify South Korean market crash
“The case argued: the launch of single-stock leveraged ETFs on Samsung and SK Hynix amplified a market downturn, creating a feedback loop of forced selling and extreme volatility when AI sentiment soured.”
How Leverage Turned An AI Boom Into A Crash
Core thesis · 5/5Verify in source →
14 JUL14 JULPROF G MARKETS · 10:35
Leveraged ETFs amplify South Korea chip volatility
“Extreme retail leverage and single-stock leveraged ETFs tracking SK Hynix and Samsung have created pro-cyclical fragility in South Korean equity markets.”
Apple Just Declared War On OpenAI · with Alex Kantrowitz
Core thesis · 5/5Verify in source →
10 JUL10 JULODD LOTS
Levered single-stock ETFs amplify market volatility
“The rapid growth of single-stock levered ETFs introduces a powerful non-discretionary short-gamma dynamic that forces mechanical daily rebalancing and amplifies moves in underlying stocks.”
The Korean Levered ETFs Shaking Markets All Around the World · with AUM
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7 JUL7 JULMONETARY MATTERS WITH JACK FARLEY · 28:00
Asian corporate governance reforms unlock equity value
“Regulatory overhauls and governance shifts in Japan and South Korea are reforming capital allocation and unleashing equity market re-ratings.”
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould
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30 JUN30 JUNWEALTHION - BE FINANCIALLY RESILIENT · 35:33
Short South Korean equity market and Won
“The speaker argued a severe bear case on South Korea's KOSPI index and currency, citing an extreme concentration bubble in memory chipmakers.”
Francis Hunt: The Slow Collapse of Dollar Dominance Has Already Begun · with Maggie Lake
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26 JUN26 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
HBM DRAM bottleneck drives memory provider pricing power
“High bandwidth memory (HBM) DRAM is argued to be the critical bottleneck in AI infrastructure, granting producers unprecedented long-term pricing power and high gross margin floors.”
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
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