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Which podcasts are discussing AAPL?
282 ATTRIBUTED IDEAS · 76 EPISODES · 22 SHOWS
The shows · from the most recent 100 ideas
The Options Insider Radio Network
Bloomberg Surveillance
CNBC Fast Money
Prof G Markets
Thoughtful Money
Odd Lots
WSJ What's News
All-In with Chamath, Jason, Sacks & Friedberg
Motley Fool Money
The Compound and Friends
The Pomp Podcast
Unchained
Marketplace
a16z Podcast
Animal Spirits
Forward Guidance
Monetary Matters with Jack Farley
The Long View
The Rational Reminder Podcast
The Tim Ferriss Show
The Twenty Minute VC
What Bitcoin Did
Where the discussion went deepest
5 AUG1W AGOTHE POMP PODCAST · 25:00
Apple's AI revenue moat via the iPhone
“The bull case made for Apple is that its installed base of 4 billion iPhones creates an unassailable revenue moat in AI, as any paid AI service consumed on a phone will generate revenue for Apple through the App Store, regardless of which model wins.”
What the Cold Card Hack Really Means for Bitcoin
Core thesis · 5/5Verify in source →
3 AUG1W AGOPROF G MARKETS · 22:30
Apple's premium multiple questioned
“The bear case argued that Apple's elevated P/E multiple (38x vs. 21x pre-AI boom) is unjustified because the company lacks clear growth avenues beyond the mature iPhone business.”
How Leverage Turned An AI Boom Into A Crash
Core thesis · 5/5Verify in source →
25 JUL3W AGOTHOUGHTFUL MONEY · 14:57
21 JUL3W AGOTHE LONG VIEW · 10:15
AI trade echoes the dot-com bubble
“The case was made that the current AI-driven market rally mirrors the late-1990s dot-com bubble, driven by circular vendor financing, massive infrastructure build-outs, and unproven consumer monetization.”
Brett Arends: Worried About Outliving Your Money? There’s an Answer
Core thesis · 5/5Verify in source →
15 JUL15 JULCNBC FAST MONEY · 01:21
Apple gains China AI partner access
“Apple securing regulatory permission to roll out Apple Intelligence in China using Alibaba and Baidu models addresses a key regional growth bottleneck without heavy infrastructure spending.”
Apple’s Alibaba Partnership… And Making Sense of Market Volatility 7/15/26 · with Alibaba
Core thesis · 5/5Verify in source →
14 JUL14 JULBLOOMBERG SURVEILLANCE · 05:45
Apple's massive product pipeline counters innovation narrative
“The bull case argued that Apple has an unprecedented wave of new AI-integrated hardware products coming over the next 2-3 years, directly countering the bearish narrative of an innovation slowdown.”
June CPI and Kevin Warsh
Core thesis · 5/5Verify in source →
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