Search · resolved
Which podcasts are discussing IBM?
41 ATTRIBUTED IDEAS · 40 EPISODES · 23 SHOWS
The shows
CNBC Fast Money
Motley Fool Money
The Compound and Friends
The Twenty Minute VC
Bloomberg Surveillance
Prof G Markets
The Pomp Podcast
Thoughtful Money
WSJ What's News
a16z Podcast
Afford Anything
Animal Spirits
Bankless
Commodity Culture
Empire
Eurodollar University
Excess Returns
Forward Guidance
Invest Like the Best with Patrick O'Shaughnessy
Marketplace
Monetary Matters with Jack Farley
The Derivative
Top Traders Unplugged
Where the discussion went deepest
23 JUL3W AGOWSJ WHAT'S NEWS · 07:22
IBM mainframe business delayed by AI spending
“IBM faces structural near-term headwinds as enterprise clients divert budgets toward immediate AI hardware, treating IBM mainframes as discretionary.”
Trump Administration Announces New Tariffs on Over 80 Countries
Core thesis · 5/5Verify in source →
14 JUL14 JULCNBC FAST MONEY · 01:05
Overly sharp drop creates IBM buying opportunity
“The 25% single-day decline in IBM stock represents an overreaction to short-term CapEx shifting away from software toward hardware, creating an attractive entry point.”
Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26 · with Goldman Sachs
Core thesis · 5/5Verify in source →
16 APR16 APRTHE DERIVATIVE · 35:00
AI as a deflationary, judgment-replacing force
“The host argued the endgame for AI is massive deflation and a 'ghost GDP' scenario where corporate profits rise but real wages collapse, representing a fundamental displacement of human judgment.”
Spring Six Pack talking Florida Conferences, Bonds, AI & Hand Dryers · with Roy Niederhoffer
Core thesis · 5/5Verify in source →
4 NOV4 NOV 2025INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · 25:00
Pick fights with the biggest competitors
“Ellison's strategy was to deliberately pick fights with the largest, most formidable competitors (Microsoft, IBM) to force Oracle to constantly improve and elevate its brand.”
#404 How Larry Ellison Thinks · with Vanta
Core thesis · 5/5Verify in source →
30 JUL2W AGOCOMMODITY CULTURE · 12:00
Mega-cap tech concentration hides bear market
“The speaker argued that the stock market is experiencing a severe stealth bear market masked only by the high market-cap weighting of seven tech names.”
Bert Dohmen: War, Famine and a 90% Market Crash Ahead - 'Worse Than the 1930s'
In depth · 4/5Verify in source →
28 JUL2W AGOPROF G MARKETS · 03:15
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.