Castuner

Exponential Learning

The Team

Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.

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Эпизоды

131 эпизод

  1. CITRINI — Peak Cap Ex Growth and the Late-Cycle Rotation 7:43
  2. Sequoia's AI Ascent — The Cognitive Revolution 10:31
  3. Every AI Crash Call, Traced — What the Callers Are Selling 8:32
  4. The State of Enterprise AI 2026 — $177 Billion and the Agent Inflection 9:18
  5. Stan Druckenmiller — The Legend Buys the Rails of 24/7 Markets 10:30
  6. Kevin Warsh — The Hawkish Hold and the Fed Remake 11:13
  7. HEDGEYE MACRO SHOW OCT 30 — Quad 4 Risk Builds for 2027: Yields Break Down, Asia Cracks, Defensives Take the Lead 10:23
  8. ANTHROPIC S-1 — The Filing Is Public: $16.3B in a Half Year, One Share With 50.1% of the Vote 17:03
  9. Verizon Q3 2026 — The Subscriber Engine Re-Accelerates, Guidance Raised Again 17:56
  10. EQT Buys Range Resources — America's Natural Gas Champion, Deal Teardown 17:08
  11. THE INTRINSIC VALUE PORTFOLIO — What Three Value Investors Actually Own, and How It's Working 17:39
  12. Hedge Funds Are Getting Crushed: Is Extreme Positioning a Contrarian Indicator? 9:37
  13. Sector & Factor Weekly — Week of October 23 19:21
  14. Capital Markets Weekly — Week of October 23 20:07
  15. Comfort Systems USA (FIX) Q3 2026: A Record Quarter the Market Sold Anyway 18:18
  16. Noise vs. the Mega Trends: What Capitulation Hides 19:00
  17. Quanta Services: The Builder of the AI Power Era 18:41
  18. Today's Market and Portfolio Rotations 7:56
  19. Deckers Outdoor (DECK) Q2 FY27: Record Quarter, Cut Guidance 17:54
  20. Eaton: The Electrical Backbone of the AI Buildout 18:14
  21. Amphenol: The Nervous System of Everything 18:39
  22. American Express Q3 2026: The $895 Platinum Bet Is Paying Off 15:38
  23. Bloom Energy Q3 2026: Selling Time to Power 16:28
  24. Racking Up the Power Shortfall: America's 33-Gigawatt AI Problem 19:31
  25. L'Oreal Q3 2026: The Cleanest Beat in Years 17:31
  26. Tesla Q3 2026: Margins Rebound, Cash Flow Turns Positive, Robotaxi Miles Grow Eightfold 5:24
  27. P&G Q1 FY27: The Volume Quarter — Tide, Pampers & Pantene Grow on Units, Not Prices 17:02
  28. Blackstone Q3 2026: The Fee Machine Carries a Frozen Exit Market 15:58
  29. Union Pacific Q3 2026: Record Revenue, the Intermodal Surge, and the $85B Norfolk Southern Merger 16:44
  30. Nasdaq Q3 2026: The Tollbooth Keeps Compounding 18:19
  31. CBRE Q3 2026: Data Centers on Fire, Deals on Ice — Earnings Deep Dive 16:22
  32. Spotify Q3 2026: The Tollbooth Widens — 306M Subscribers, Record Gross Margin 17:32
  33. Prada Q3 2026: 1% Organic Growth, Miu Miu Cools, Versace on Track 15:55
  34. Nestlé Q3 2026: Volume Is Back — 4% Organic Growth Beats as Turnaround Gains Pace 16:47
  35. Hermès Q3 2026: Leather Goods on Fire, Stock on Sale 16:54
  36. Microsoft FY26 Annual Report: Record Profits, a $678 Billion Backlog, and the Cap Ex Question 21:08
  37. Thermo Fisher Q3 2026: The Lab Recovery Is Real 17:21
  38. Abbott Q3 2026: A Choppy Quarter, a Slower Libre, and a Nutrition Spin-Off 17:00
  39. SAP Q3 2026: The €10 Billion Quarter — AI Is Driving the Cloud Migration 16:45
  40. NextEra Energy Q3 2026: The Regulated Compounder Meets the AI Power Rush 17:46
  41. The Seven Mega-Themes Driving Global Commerce 14:04
  42. SharkNinja: The Product-Velocity Machine at a Full Price 18:32
  43. Hedging Tech Concentration Risk 22:41
  44. Meta Q3 2026: The Ad Machine vs. the AI Bill 25:40
  45. The Trust Problem: Why Financial Advice Runs on 'Trust Me' — and Why That Era Is Ending 22:29
  46. Intuitive Surgical Q3 2026: The Beat-and-Selloff Deep Dive 18:10
  47. Coatue CTEK: One Ticket to Anthropic, OpenAI and the Private AI Stack — At What Price? 18:56
  48. EssilorLuxottica Q3 2026: Beating the Bar on the Toughest Comp Ever 16:35
  49. SpaceX Q3 2026: The SI Inflection — $14.6B Revenue and the $20B Cap Ex Question 18:08
  50. Netflix Q3 2026: The Margin Machine Beats, the Ad Business Trims 17:07