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Speaking Of

Brookside Research

Speaking Of is a podcast by Brookside Research that digs into the connections between companies, market sectors, and the global economy. Hosted by Alec Foege, a former journalist turned investigative researcher, and Jonathan Blum, an author and data storyteller, the show blends worldly curiosity with real-time investment analysis, uncovering the stories behind everyday products and services that shape our future. Tune in to discover the undiscovered.

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Episodes

20 episodes

  1. A Value Investing Recap: Beta Technologies (BETA) 25:29
  2. It’s Germany, Stupid: Deutsche Bank (NYSE: DB) 20:29
  3. The Spotify Effect Devours AI: (NYSE: SPOT) 19:57
  4. Game of Drones: Archer Aviation (ACHR) 25:56
  5. Putting the “Value” Back in EV: General Motors (NYSE: GM) 25:56
  6. Unfriendly Skies UPSIDE: Ducommun (DCO) 18:24
  7. The Great Google Short 22:03
  8. U.S. Natural Gas Exports Smoke BP 21:03
  9. Tariffs, Medieval Venice, and a Well-Positioned Spanish Power Utility 22:30
  10. e-Therapeutics Healthy at Consumer Electronics Show: Abbott Labs (ABT) 24:28
  11. Energy Market, Electrical Demand, and the Role of Nuclear Energy 21:44
  12. Sustainability 17:13
  13. Crafty AI, eBay of Value & CVS Reboot 24:54
  14. Re-Valued Investing, Freemium AI & Dangerous Minerals 23:57
  15. Commercial Pilots, Peak Amazon, and SEC vs. Cryptocurrency 24:30
  16. Global Recession, the Coatings Industry, and TechTarget 25:51
  17. Riots in France, Semi-Private Air Travel, and Microsoft AI 28:51
  18. Inflation, Commercial Real Estate Vacancies, and the Rise of AI 25:33
  19. Graphite, China, and Global Economy: Plus, Commercial Real Estate & Elon Musk 27:27
  20. Inaugural Episode: DOD, Musk’s Impact, and the Future of Open-Source Intelligence 30:34