Equity Empire Podcast
Colin TedardsWelcome to The Equity Empire Podcast, your source for cutting-edge financial news and in-depth discussions on the most pressing issues in investing. From market trends to economic shifts, we break down complex topics with expert insights, actionable strategies, and a sharp focus on building wealth in today’s dynamic landscape. Whether you’re a seasoned investor or just starting out, join us as we ... more
| Publishes | Daily | Episodes | 22 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Today I rank each MAG7 stock based on the state of AI. Today is much different than a year ago when everyone felt these companies needed its own Large Language Model and massive data centers. Each company can win in its own way - but some companies w... more
Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof ... more
Blue Owl Capital just locked investors out of a $1.6 billion fund. Muddy Waters says SoFi's loan losses are double what they report. And I pulled the SEC filing that connects the two — showing exactly where SoFi's loans end up, who gets to decide wha... more
Everyone knows about the AI chip shortage. But after sitting through a dozen conference calls at the Morgan Stanley TMT conference, four semiconductor executives — from NXP, Analog Devices, ON Semi, and Texas Instruments — all pointed to the same tre... more
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Apple Podcasts | #181 |  Argentina/Business/Investing |
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Frequently Asked Questions About Equity Empire Podcast
What is Equity Empire Podcast about and what kind of topics does it cover?
The show centers on high-conviction investing themes at the intersection of technology and finance. Episodes frequently dissect AI workflows, AI infrastructure, and the evolving hardware/software ecosystem, with a strong tilt toward how these shifts affect equities, company strategy, and market leadership. Notable angles include the repricing of knowledge and work due to frontier AI, the AI hardware supply chain, semiconductor dynamics, and the strategic moves of hyperscalers and AI-centric players. Across episodes, listeners are exposed to frameworks for evaluating software, hardware, and AI-enabled businesses, plus forward-looking investment theses and risk signals that matter for sophisticated investors and fintech professionals. A stand... more
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Which podcasts are similar to Equity Empire Podcast?
These podcasts share a similar audience with Equity Empire Podcast:
1. Chit Chat Stocks
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
4. Invest Like the Best with Patrick O'Shaughnessy
5. The Rundown
How many episodes of Equity Empire Podcast are there?
Equity Empire Podcast launched a year ago and published 22 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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