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Which podcasts are discussing AXP?
17 ATTRIBUTED IDEAS · 16 EPISODES · 10 SHOWS
The shows
Animal Spirits
CNBC Fast Money
Monetary Matters with Jack Farley
We Study Billionaires - The Investors Podcast Network
Fintech Insider Podcast by 11:FS
Marketplace
Masters in Business
The Acquirers Podcast
The Compound and Friends
The Julia La Roche Show
Where the discussion went deepest
5 JUN5 JUNMASTERS IN BUSINESS · 48:19
Financials host growth stocks in disguise
“The speaker argued that financial services companies offer long-term compounding opportunities at depressed valuations due to market mispricing of their growth, culture, and business model durability.”
Beating the S&P For Generations with Davis Funds Chairman Chris Davis · with Davis Funds Chairman Chris
Core thesis · 5/5Verify in source →
15 FEB15 FEBWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 25:00
Scandals can create mispriced brand investments
“The thesis presented was that a market-perceived crisis of trust can severely punish a stock price, but if the underlying brand strength and customer relationships remain intact, it creates a major investment opportunity.”
TIP792: Vital Lessons From History’s Strangest Financial Stories w/ Kyle Grieve · with Stig
Core thesis · 5/5Verify in source →
19 JAN19 JANFINTECH INSIDER PODCAST BY 11:FS · 10:30
Trump's 10% credit card cap unrealistic
“The panel argued that President Trump's proposed one-year 10% cap on US credit card interest rates is operationally and legally unfeasible and would harm both consumers and banks.”
1030. News: Nala and Noah partner on cross-border stablecoins – is a 10% US credit card interest cap coming? · with Nord
Core thesis · 5/5Verify in source →
29 JUL2W AGOANIMAL SPIRITS · 07:38
5 MAR5 MARTHE ACQUIRERS PODCAST · 6:00
Large US banks are fully valued
“The case made was that large US banks like JPMorgan are great businesses but are not good values at current multiples, trading at a premium to smaller banks due to passive flows and perceived stability.”
Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance
In depth · 4/5Verify in source →
25 FEB25 FEBANIMAL SPIRITS · 25:00
Market overreaction to AI doom creates buying opportunity
“Michael Batnick argued the severe sell-off in specific tech and financial stocks represented a market overreaction to the AI doom narrative, presenting a buying opportunity for those willing to 'run into the fire.'”
Everyone Hates AI (EP. 453)
In depth · 4/5Verify in source →
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