Search · resolved
Which podcasts are discussing HD?
33 ATTRIBUTED IDEAS · 22 EPISODES · 9 SHOWS
The shows
The Knowledge Project
Animal Spirits
CNBC Fast Money
The Compound and Friends
Eurodollar University
MacroVoices
Motley Fool Money
The Acquirers Podcast
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
24 MAR24 MARTHE COMPOUND AND FRIENDS · 20:00
Housing market frozen, a major economic drag
“The thesis presented was that the frozen housing market, with high mortgage rates and a historic imbalance of sellers to buyers, is a critical drag on the broader economy and consumer sentiment.”
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Core thesis · 5/5Verify in source →
16 DEC16 DEC 2025THE KNOWLEDGE PROJECT · 05:00
Culture scales through human connection, not policy
“The episode argued that Home Depot's culture scaled because founders Bernie Marcus and Arthur Blank relentlessly walked the floors, talked to associates, and made themselves accessible, not through memos or policies.”
[Outliers] Bernie Marcus: The Home Depot Story
16 DEC16 DEC 2025THE KNOWLEDGE PROJECT · 00:00
Home Depot's founding: rejecting bad money
“The story argued that rejecting capital from misaligned partners was critical to Home Depot's success, preserving its culture and vision.”
[Outliers] Bernie Marcus: The Home Depot Story
Core thesis · 5/5Verify in source →
16 DEC16 DEC 2025THE KNOWLEDGE PROJECT · 25:00
Customer obsession as a business philosophy
“The thesis presented was that Home Depot's extreme, company-wide focus on customer service - not just as a department - built immense trust and drove long-term, high-value loyalty.”
[Outliers] Bernie Marcus: The Home Depot Story
Core thesis · 5/5Verify in source →
14 AUGYESTERDAYCNBC FAST MONEY · 05:00
Retail earnings to reveal consumer nuance
“The panel argued that upcoming retail earnings will show a nuanced consumer picture, with strength in value-oriented basics and weakness in big-ticket discretionary items.”
Key week for retail on deck... And the next test for housing stocks 8/14/26
In depth · 4/5Verify in source →
11 AUG4D AGOTHE COMPOUND AND FRIENDS · 15:40
Home Depot's inverse head and shoulders
“The technical thesis argued that Home Depot has formed an inverse head and shoulders pattern, signaling a potential trend change and tradable low, especially with high interest rates already priced in.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
In depth · 4/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.