What finance podcasts are saying about

SHW

Substantive discussion

1

Mentions · 7d

1

Mentions · 30d

4

Mentions · 90d

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Episodes

Latest attributed ideas · most recent first

28 JUL1W AGOCNBC FAST MONEY · 09:40

Solid fundamentals spark rally in defensive staples

“Select consumer staple companies are showing strong operational performance and organic growth, driving analyst re-ratings.”

Substantive discussion · 3/5Verify in source →

27 MAY27 MAYANIMAL SPIRITS · 02:30

Home renovation data misreads construction spending

“The guest argued that the reported surge in renovation spending is misleading because it's measured as a percentage of a falling construction spending denominator.”

Substantive discussion · 3/5Verify in source →

27 MAY27 MAYANIMAL SPIRITS · 04:00

Baby boomer homes drive 20-year renovation wave

“The guest argued that a long-term renovation trend is coming as baby boomers sell homes that need updating for younger buyers accustomed to HGTV standards.”

Substantive discussion · 3/5Verify in source →

27 MAY27 MAYANIMAL SPIRITS · 26:10

Renovation surge chart is misleading

“The hosts argued a chart suggesting higher rates drive more renovations is 'bunk' because it uses a misleading denominator (renovations as a percentage of falling construction spending).”

Notable comment · 2/5Verify in source →

25 MAR25 MARREAL VISION DAILY BRIEFING · 22:40

AI infrastructure as a durable picks-and-shovels trade

“The speakers reiterated the long-standing bull case that owning AI infrastructure - data centers, energy, and physical components - is a foundational and durable investment theme.”

In depth · 4/5Verify in source →

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