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Which podcasts are discussing BABA?
36 ATTRIBUTED IDEAS · 31 EPISODES · 17 SHOWS
The shows
CNBC Fast Money
We Study Billionaires - The Investors Podcast Network
Monetary Matters with Jack Farley
Bloomberg Surveillance
The Compound and Friends
The Twenty Minute VC
Afford Anything
All-In with Chamath, Jason, Sacks & Friedberg
Fintech Insider Podcast by 11:FS
Goldman Sachs Exchanges
The Acquirers Podcast
The Alpha Exchange
The Options Insider Radio Network
The Tim Ferriss Show
Thoughtful Money
Wealthion - Be Financially Resilient
WSJ What's News
Where the discussion went deepest
2 AUG1W AGOMONETARY MATTERS WITH JACK FARLEY · 13:00
China's sovereign priorities crowd out household consumption
“The bearish case argued on Chinese consumer stocks: China's primacy of sovereignty and focus on manufacturing/tech exports structurally crowds out the household sector, preventing a durable consumer recovery.”
Why Macro is “Pretty Risk-On” for Equities · with Tian Yang
Core thesis · 5/5Verify in source →
16 JUL4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 42:12
PDD outlasts competitors in Chinese group-buying e-commerce
“The structural cost advantage of PDD Holdings' zero-inventory C2M model and focus on low-ticket, gamified e-commerce allowed it to win market share over traditional giants and achieve high profitability.”
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley · with Temu
Core thesis · 5/5Verify in source →
14 JUL14 JULTHOUGHTFUL MONEY
AI compute faces oversupply and margin pressure
“The speaker argues that massive capital expenditures, cheaper foreign software models, and physical limits will trigger a severe correction in AI and hyperscaler stocks.”
Get Ready For A.I.-Mageddon · with Fred Hickey
Core thesis · 5/5Verify in source →
10 JUN10 JUNBLOOMBERG SURVEILLANCE
Tech sell-off is a temporary bump before Nasdaq 30,000
“Dan Ives argued that recent semiconductor and tech weakness from capital raises is temporary, with visible AI monetization and tight supply supporting a multi-year tech bull run.”
Bloomberg Surveillance TV: June 10th, 2026
Core thesis · 5/5Verify in source →
7 MAR7 MARTHE TWENTY MINUTE VC · 9:45
ByteDance's deep discount offers asymmetric upside
“The bull case for ByteDance was that it trades at a deep 'China discount on a China discount,' but its fundamental earnings power could drive massive upside if that discount shrinks.”
20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists · with Mitchell Green
Core thesis · 5/5Verify in source →
4 FEB4 FEBTHE ALPHA EXCHANGE · 10:00
Three baskets for Chinese equity exposure
“The guest presented a three-part framework for investing in Chinese equities: companies with wide moats, world-class industrial leaders, and high-dividend commodity producers.”
Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research · with Louis Gave
Core thesis · 5/5Verify in source →
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