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Which podcasts are discussing MCO?
8 ATTRIBUTED IDEAS · 7 EPISODES · 5 SHOWS
The shows
The Compound and Friends
We Study Billionaires - The Investors Podcast Network
Forward Guidance
Monetary Matters with Jack Farley
The Meb Faber Show
Where the discussion went deepest
16 AUGTODAYMONETARY MATTERS WITH JACK FARLEY · 13:00
Credit rating agencies' durable oligopoly
“The guest argued that credit rating agencies like Moody's and S&P have an extremely resilient business model because they provide a necessary, legally enshrined 'language of credit,' not just credit analysis.”
Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt" · with Alphaville and author of
Core thesis · 5/5Verify in source →
1 MAR1 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:44
Moody's as a toll bridge business
“The bull case for Moody's is that its credit rating business is a regulatory-mandated toll bridge with an 80% global duopoly, high margins, and recurring analytics revenue, making it a high-quality compounder.”
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra · with Stig
Core thesis · 5/5Verify in source →
12 JUN12 JUNFORWARD GUIDANCE
Crypto data and AI drive financial market consolidation
“The speakers argued that traditional capital markets infrastructure is fragmented and high-headcount, while an AI-native, on-chain data platform will consolidate ratings, research, and compliance workflows.”
Blockworks Acquires Messari
In depth · 4/5Verify in source →
1 MAR1 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 27:49
Moody's valuation is the primary risk
“The bearish counter-argument to Moody's is that its premium valuation (34x P/E) is the key risk, as the business is cyclical and could face multiple compression, leading to subpar returns.”
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra · with Stig
In depth · 4/5Verify in source →
18 FEB18 FEBTHE COMPOUND AND FRIENDS · 15:30
Vertical software faces AI pincer move
“The bear case argued: vertical software companies face disruption from above by AI models like Anthropic offering capabilities for free, and from below by cheap AI-native startups.”
“Unrealized” Capital Gains Tax is Economic Suicide
In depth · 4/5Verify in source →
11 AUG5D AGOTHE COMPOUND AND FRIENDS · 14:30
Data providers can charge LLMs for training
“The hosts argued that data providers like FactSet, Bloomberg, and rating agencies own the fuel for LLMs and can demand payment, preventing a repeat of the 'information wants to be free' era.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Substantive discussion · 3/5Verify in source →
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