Library
81 YouTube shows. Substack notes live on each episode page.
81 shows
From Wall Street Y'all Street
Brent Johnson · 20 Aug 2026 · 1:00:27 · 1.4k views
Volatility Takes a Summer Nap
16 Aug 2026 · 35:07 · 1.1k views
Fading The K Shaped Economy Narrative
Jeff Macke · 13 Aug 2026 · 1:00:28 · 1.4k views
Is AI Profitable
9 Aug 2026 · 40:06 · 1.4k views
Mike Green's New Adventure
Mike Green · 6 Aug 2026 · 46:40 · 3.9k views
Checking in on The Cult
2 Aug 2026 · 23:11 · 1.7k views
The Death Shot!
26 Jul 2026 · 37:03 · 1.9k views
YBA - Yen Bulls Anonymous
Kevin Muir · 23 Jul 2026 · 1:05:43 · 2.6k views
The Unmissable Sunday Show - The UK Edition
19 Jul 2026 · 31:22 · 1.2k views
Be Aggressively Defensive
David Dredge · 16 Jul 2026 · 1:09:35 · 3.4k views
Clock is Ticking on AI ROI....
12 Jul 2026 · 35:50 · 1.9k views
Banks: Exit Stage Right!
Charlie Peabody · 9 Jul 2026 · 1:06:50 · 1.4k views
Impending DRAM-a???
5 Jul 2026 · 30:19 · 1.5k views
The $40 billion fund that wont let you out
Laks Ganapathi · 2 Jul 2026 · 1:00:44 · 1.1k views
The Warschach Test
28 Jun 2026 · 30:11 · 1.4k views
The China Bull Market You Are Missing
Robert Wu · 25 Jun 2026 · 1:03:02 · 1.4k views
Wanted AI ROI!
21 Jun 2026 · 39:04 · 1.2k views
Growth Without You
Paul Krake · 17 Jun 2026 · 1:05:13 · 1.1k views
The DocuSigned MoU!
14 Jun 2026 · 24:12 · 1.2k views
SpaceX Countdown!
11 Jun 2026 · 51:56 · 1.2k views
Supply Is Coming!!
7 Jun 2026 · 35:36 · 1.8k views
Data Center Fragility
4 Jun 2026 · 1:03:38 · 1.7k views
Sanity Check
31 May 2026 · 31:07 · 1.6k views
China: The Real Story
Michael De Clercq · 28 May 2026 · 1:04:05 · 1.1k views