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 | 46 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
PLTR, MU, META compute leasing, and the software bounce: Shay added to Palantir in the $115 range as Alex Carp's CNBC interview reframed the proprietary data moat, and every Future 15 software pick turned green in the same week. This episode covers w... more
Daniel Newman and Shay Boloor are live on The Futurum Equities Podcast, breaking down how and why the Fed just handed the market a regime change disguised as a hold. If you're running any AI or tech exposure right now you need to understand what actu... more
SpaceX debuted at a $2T valuation, 4x oversubscribed, and the largest IPO in history. While the market chased the narrative, NVDA fell 15% from its May highs and ARM ran. Shay closed the ARM position and rotated into NVDA at roughly $200, targeting $... more
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
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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.
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Apple Podcasts | #164 |  Germany/Business/Investing |
Apple Podcasts | #31 |  Finland/Business/Investing |
Apple Podcasts | #111 | Finland/Business |
Apple Podcasts | #126 |  Israel/Business/Investing |
Apple Podcasts | #162 |  Norway/Business/Investing |
Apple Podcasts | #171 |  Mexico/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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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. FYI - For Your Innovation
2. BG2Pod with Brad Gerstner and Bill Gurley
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Compound and Friends
5. Forward Guidance
How many episodes of Futurum Equities Podcast are there?
Futurum Equities Podcast launched a year ago and published 46 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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