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Which podcasts are discussing DE?
5 ATTRIBUTED IDEAS · 4 EPISODES · 4 SHOWS
The shows
CNBC Fast Money
BiggerPockets Real Estate Podcast
The Options Insider Radio Network
The Twenty Minute VC
Where the discussion went deepest
6 APR6 APRBIGGERPOCKETS REAL ESTATE PODCAST · 15:00
John Deere's right-to-repair brand damage
“The guest argued that John Deere's closed-garden approach to software and repairs has damaged its historically strong customer-centric brand and may threaten its longevity.”
The Unseen Work: Stewart Brand on Maintenance and Civilization · with Stewart Brand
Core thesis · 5/5Verify in source →
20 AUGYESTERDAYCNBC FAST MONEY · 2:30
Deere at bottom of ag equipment cycle
“The bull case argued for Deere: 2026 represents the bottom of the agricultural equipment cycle, with factors like higher wheat prices boosting farmer spending power and 2027 orders rising.”
Debt worries back in focus... And Walmart misses the mark with investors 8/20/26
In depth · 4/5Verify in source →
20 AUGYESTERDAYCNBC FAST MONEY · 4:00
Sell Deere, buy Caterpillar pair trade caution
“The panel cautioned against the obvious 'sell Deere, buy Caterpillar' pair trade, noting Caterpillar's steep decline and lack of a bid despite Deere's better numbers.”
Debt worries back in focus... And Walmart misses the mark with investors 8/20/26
Substantive discussion · 3/5Verify in source →
23 JUL23 JULTHE OPTIONS INSIDER RADIO NETWORK · 08:15
Ancillary AI compute buildout benefits heavy equipment
“The speaker argued that Warren Buffett-style AI exposure favors ancillary infrastructure play - such as heavy equipment and grid/power upgrades - over direct tech model spend.”
Options Boot Camp 400: How to Trade Options Like Warren Buffett
Substantive discussion · 3/5Verify in source →
20 APR20 APRTHE TWENTY MINUTE VC · 8:30
Myopic view of engineering demand
“The guest argued the tech industry is myopic, and AI will create massive demand for engineers in the other 85% of the economy (e.g., pharma, industrial, finance) as they gain access to automation capabilities.”
20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today · with Aaron Levie
Substantive discussion · 3/5Verify in source →
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