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Which podcasts are discussing GE?
29 ATTRIBUTED IDEAS · 16 EPISODES · 14 SHOWS
The shows
Business Breakdowns
Planet MicroCap Podcast
Barron's Streetwise
Motley Fool Money
Afford Anything
Animal Spirits
Monetary Matters with Jack Farley
Odd Lots
Prof G Markets
The Acquirers Podcast
The Business Brew
The Compound and Friends
The Pomp Podcast
The Rational Reminder Podcast
Where the discussion went deepest
6 AUG6D AGOTHE RATIONAL REMINDER PODCAST · 12:00
Excessive portfolio concentration risk
“The speaker argued that excessive concentration in a single stock is extremely dangerous, citing historical blow-ups like Lehman, AIG, and GE, and the behavioral challenge of selling low-basis winners.”
Barry Ritholtz: "90% of financial products are crap" · with PWL Capital
Core thesis · 5/5Verify in source →
16 JUL4W AGOTHE POMP PODCAST · 02:24
Data center constraints force alternative power strategies
“The massive compute demands of AI scaling laws are driving data center builders to bypass traditional, slow-moving power grid hookups through behind-the-meter generation, battery buffering, and offshore or orbital architectures.”
Why Elon Wants to Put Data Centers in Space · with PLAUD NotePro. Visit
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 →
27 MAR27 MARBARRON'S STREETWISE · 05:30
Aerospace aftermarket sell-off a buying opportunity
“The guest argued the recent sell-off in commercial aerospace aftermarket stocks, driven by fears that higher jet fuel costs will pressure airline customers to cut maintenance spending, is a mispricing that creates a buying opportunity.”
Airplane Stocks Sold Off. Time to Land Some Deals?
Core thesis · 5/5Verify in source →
14 NOV14 NOV 2025BUSINESS BREAKDOWNS · 10:00
GE's aftermarket services drive long-term value
“The thesis presented was that GE Aerospace's value is driven by highly profitable, multi-decade aftermarket service revenues from its installed engine fleet, not by initial engine sales.”
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
Core thesis · 5/5Verify in source →
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