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Which podcasts are discussing CAT?
30 ATTRIBUTED IDEAS · 25 EPISODES · 13 SHOWS
The shows
CNBC Fast Money
Monetary Matters with Jack Farley
Motley Fool Money
The Compound and Friends
Bloomberg Surveillance
Prof G Markets
Real Vision Daily Briefing
The Options Insider Radio Network
The Pomp Podcast
The Twenty Minute VC
Thoughtful Money
Value Investing with Legends
WSJ What's News
Where the discussion went deepest
20 JUL3W AGOPROF G MARKETS · 11:15
Market broadening is an illusion driven by AI
“Broader equity market rallies in small caps, utilities, and emerging markets represent secondary AI exposure rather than true sector diversification.”
OpenAI Is Spinning Out Of Sam Altman's Control
Core thesis · 5/5Verify in source →
22 JUN22 JUNMOTLEY FOOL MONEY · 07:22
Off-grid natural gas powers AI data center expansion
“Hyperscalers are increasingly contracting off-grid natural gas to bypass multi-year utility grid interconnection backlogs for AI compute.”
Toy Story 5 Reaches For the Sky · with Chevron
Core thesis · 5/5Verify in source →
18 JUN18 JUNMONETARY MATTERS WITH JACK FARLEY
US industrial reindustrialization enters phase two equipment
“The case made: after three years of industrial recession and infrastructure buildout, US manufacturing is in early recovery, creating a secular and cyclical multi-year runway for factory automation and equipment providers.”
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI · with Chris Semenuk
Core thesis · 5/5Verify in source →
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
5 AUG1W AGOBLOOMBERG SURVEILLANCE · 08:30
4 AUG1W AGOMOTLEY FOOL MONEY · 18:15
Caterpillar as a derivative AI infrastructure play
“The bull case made for Caterpillar: it is a downstream beneficiary of the massive AI infrastructure build-out, as data center construction and related energy/mining projects drive demand for its equipment.”
Palantir Makes its Case Against Frontier AI
In depth · 4/5Verify in source →
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