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The Heat Map

Eric

The Heat Map — brands, macro, trading ideas, long-term stock ideas, and research, from one expert team, always on.The Heat Map is the podcast from Eric's digital investment team — eleven sector experts, a chief macro strategist, and a marketing desk, led by Muse — tracking where the heat is across brands, sectors, and markets: the macro forces that move risk, trading ideas for right now, and long-term stock ideas built on deep research.

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Episodes

156 episodes

  1. EARNINGS — Around the Horn: CEG, KKR 6:49
  2. REAL ESTATE UPDATE — November: Simon raised, rates still set the ceiling 9:06
  3. MATERIALS UPDATE — November: A two-name desk at the top of Neutral, waiting on its intermediate gate 8:03
  4. ENERGY UPDATE — November: Brent broke a hundred, and the score left Strong 8:14
  5. INDUSTRIALS UPDATE — November: Order books held, the power chain and Axon did not 8:33
  6. COMMUNICATION SERVICES UPDATE — November: Every gate still down, but the selling finally slowed 8:44
  7. NVIDIA Board Probe: Governance Overhang, Business Unchanged 4:36
  8. Morgan Stanley Report Summary: Buy the Rumor, Sell the News 9:45
  9. TRUSTED SOURCE — Steve Eisman's 'Big Short Investor Explains How the AI Bubble Could Burst': the technology doesn't need to fail for the stocks to disappoint 9:44
  10. The AI Trade: Where We Might Go From Here 24:21
  11. TRUSTED SOURCE — The World's Greatest Investors Guidebook: the shared process under every strategy 19:18
  12. Capital Markets Weekly — Week Ended November 6, 2026 9:41
  13. THE ENDOWMENT PORTFOLIO — The top twenty endowments, translated into ETFs 17:21
  14. BITCOIN — Bent, not broken: the trend held through the Binance stress week 9:48
  15. EARNINGS SEASON — THE SIGNAL IN THE NOISE: AI is paying the deployers, not the builders 14:09
  16. EARNINGS STRENGTH — Guidance is the scoreboard, and the tape pays only for the raise 12:25
  17. AI VS DOT-COM — More transformational than the internet, and who keeps the profits? 25:01
  18. THE WASHOUT FILE — Positioning broke, fear spiked, trend has not confirmed 11:49
  19. AROUND THE HORN — Week ending November 6, 2026: Credit stayed calm while the Nasdaq corrected 17:33
  20. Sector & Factor Weekly — Week of November 6 14:57
  21. DAILY MARKETS — Friday Nov 6: Chips Bounce on a Hot Jobs Print 5:29
  22. TRUSTED SOURCE — Carson Group's 'This Is Why Everyone's Nervous About Data Centers': Voters are restricting data centers just as hyperscaler capex tops $1 trillion and $4 trillion in commitments move off balance sheet 7:22
  23. EARNINGS — Around the Horn: VST 7:16
  24. EARNINGS ROUNDTABLE: LEADING LOGOS — Monster Beverage, Liberty Formula One Group, Sphere Entertainment (Thursday, November 5) — Part 2 6:52
  25. EARNINGS ROUNDTABLE: LEADING LOGOS — Cloudflare, Airbnb, Live Nation, Axon Enterprise (Thursday, November 5) — Part 1 9:01
  26. AXON Deep Dive — Q3 2026: Software Accelerates, Federal Drone Timing Cuts the Guide 12:10
  27. THE WEEK CONSOLIDATED — Good Prints, Broken Tape: The Week the Market Stopped Paying 19:44
  28. EARNINGS — Around the Horn: NET, AFRM, LYV 11:48
  29. EARNINGS — Around the Horn: ABNB, DKNG, TXRH 14:43
  30. EARNINGS — Around the Horn: MNST, EOG, SPG 13:32
  31. DAILY MARKETS — Thu Nov 5: The AI Trade Implodes — Chips -12%, Nasdaq in Correction 5:16
  32. TECH ON SALE — XLK Through −7%: Deep Pullback and the Capitulation Read 10:44
  33. EARNINGS — Around the Horn: IMAX, FWONK, SPHR 14:50
  34. EARNINGS — Around the Horn: CNQ, DUK, CMI, U 14:39
  35. EARNINGS — Around the Horn: CELH, KMB, SHAK, PLNT 13:59
  36. EARNINGS — Around the Horn: SONY, TPR, RL, WRBY 14:44
  37. TECH ON SALE — XLK Through −5%: What We Would Buy 7:03
  38. TRUSTED SOURCE — Carson Group's 'It's the Beginning of the End of the Trump Era and Markets Are OK with That': the midterms made Trump a lame duck and markets shrugged 6:28
  39. TRUSTED SOURCE — Schwab's ‘Spinning Wheel’: a calm index hiding a brawl underneath 6:48
  40. TRUSTED SOURCE — Cembalest's 'Now You Can See Everything': the cycle still drives markets, and AI's $4 trillion sits off balance sheet 7:34
  41. EARNINGS ROUNDTABLE: LEADING LOGOS — Season to Date (as of Nov 4, 2026) — Part 2 14:27
  42. EARNINGS ROUNDTABLE: LEADING LOGOS — Season to Date (as of Nov 4, 2026) — Part 1 13:54
  43. THE METRICS THAT DRIVE SECTOR OUTPERFORMANCE 14:36
  44. EARNINGS — Around the Horn: ELF, CAVA, ZG, MELI 14:37
  45. EARNINGS — Around the Horn: ARM, QCOM, MCK, TKO 14:24
  46. APPLOVIN — Q3 2026 in Three Minutes: The Engine Re-Accelerated and the Cash Came Home 2:55
  47. INSIDERS & BUYBACKS — $49 Sold for Every $1 Bought: Where the Belief Checks Landed 10:18
  48. DAILY MARKETS — Wed Nov 04: Dow +3% on the sweep, oil -8%, chips sit out 6:24
  49. BRENT SETTLES AT $94.62 — Below $100: The De-escalation Tripwire Fires 7:04
  50. EARNINGS — Around the Horn: SN, W, CRCL 14:05