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Which podcasts are discussing COP?
8 ATTRIBUTED IDEAS · 7 EPISODES · 3 SHOWS
The shows
CNBC Fast Money
The Compound and Friends
Masters in Business
Where the discussion went deepest
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 →
13 JUL13 JULCNBC FAST MONEY · 03:45
Oil supply disruptions drive energy stock rally
“Geopolitical friction in the Strait of Hormuz establishes a structural floor in oil prices, creating a strong buying opportunity in upstream producers and oil services.”
Rates Rise Ahead of Bank Earnings… And Oil Prices Surge 7/13/26
In depth · 4/5Verify in source →
8 JUN8 JUNCNBC FAST MONEY · 00:09
Energy equities decoupled from underlying crude dips
“The construct presented for energy equities asserts that robust balance sheets and structural energy security needs make oil services and major integrators attractive buys regardless of short-term pullbacks in crude oil.”
Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26
In depth · 4/5Verify in source →
5 JUN5 JUNMASTERS IN BUSINESS
Energy and hardware enable AI expansion
“Natural gas, copper, and semiconductor capital equipment represent durable, cash-flow-accretive 'picks and shovels' enablers for global tech expansion.”
Beating the S&P For Generations with Davis Funds Chairman Chris Davis · with Davis Funds Chairman Chris
In depth · 4/5Verify in source →
4 MAR4 MARTHE COMPOUND AND FRIENDS · 5:00
Oil sector's strong 2024 run anticipated tensions
“The discussion argued the oil sector's 28% year-to-date rally into April reflected the market anticipating geopolitical tensions, muting the price spike from the Iran strike.”
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
In depth · 4/5Verify in source →
14 JUL14 JULCNBC FAST MONEY · 00:30
Sustained oil demand supports energy majors
“A panelist argued that structural expansion in global energy demand and power needs will keep fossil fuels relevant, supporting integrated oil companies and energy names.”
Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26 · with Goldman Sachs
Substantive discussion · 3/5Verify in source →
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