Futurum Equities Podcast
Futurum Equities Podcast(Hosted by Shay Boloor and Daniel Newman)
We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doin... more
| Publishes | Weekly | Episodes | 43 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Watch as Shay & Daniel break down Broadcom's 15% post-earnings collapse, NVIDIA's stubborn undervaluation at ~20x forward earnings vs. AMD's 40x and Intel's 60x+, and the dangerous valuation distortions emerging across the AI ecosystem ahead of the S... more
This week on the Futurum Equities podcast, Shay Boloor and Daniel Newman break down NVIDIA’s massive beat and $91B guidance while the market continues chasing speculative AI small-caps over dominant long-term compounders. The discussion dives into Fu... more
This week on the Futurum Group Equities Podcast, hosts Daniel Newman and Shay Boloor break down the latest action across AI, semiconductors, and the broader tech market after another volatile but powerful week for stocks. The conversation dives into ... more
Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they break down the week Bitcoin miners pivoted into AI landlords, the AI capex story the market just priced, and what's at stake going into the $NDA print on Ma... more
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- Highest quality research for retail investors
If you are a retail investor looking for quality research and top-notch information this is the podcast you need to follow. Futurum Equities is reshaping the connection between Wall Street and retail traders.
Apple Podcasts5mario.aristizabal
United States10 months ago
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Apple Podcasts | #41 |  Chile/Business/Investing |
Apple Podcasts | #93 |  Finland/Business/Investing |
Apple Podcasts | #156 |  United Arab Emirates/Business/Investing |
Apple Podcasts | #180 | Chile/Business |
Apple Podcasts | #249 |  Norway/Business/Investing |
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Frequently Asked Questions About Futurum Equities Podcast
What is Futurum Equities Podcast about and what kind of topics does it cover?
The show centers on how AI infrastructure, compute demand, and data-center architecture shape markets and enterprise strategy. Hosts parley about Nvidia's stack, AI tooling, and the economics of AI adoption, blending market theses with technical insight and real-time reactions to earnings and product announcements. Across episodes, they emphasize compute as the engine of value, the importance of hardware-software orchestration, and the shifting economics of software monetization, with a clear focus on how compute scarcity and distribution power will redefine winners in the next several years. Noteworthy traits include a data-driven, opinionated style, willingness to forecast industry shifts, and a habit of tying technology trends to investm... more
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How many listeners does Futurum Equities Podcast get?
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What are the audience demographics for Futurum Equities Podcast?
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How many subscribers and views does Futurum Equities Podcast have?
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Which podcasts are similar to Futurum Equities Podcast?
These podcasts share a similar audience with Futurum Equities Podcast:
1. RiskReversal Pod
2. Dumb Money Live
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
5. The Compound and Friends
How many episodes of Futurum Equities Podcast are there?
Futurum Equities Podcast launched 10 months ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Futurum Equities Podcast?
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What guests have appeared on Futurum Equities Podcast?
Recent guests on Futurum Equities Podcast include:
1. Ray Wang
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