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 | 49 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Ep 51: SpaceX Guided to $260B by 2029. Shay Bought the Lockup Fear.
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SpaceX just delivered its first earnings report as a public company, and the number nobody modeled stole the whole show. Daniel Newman and Shay Boloor spend ep... more
Episode 50 lands in a strange tape. Google grew its cloud business 82% and the stock got sold anyway, and Daniel Newman and Shay Boloor spend the show on what that selling actually means for everyone holding the AI trade. The guys go deep on Alphabet... more
MU at 6x earnings, NVDA at 18x, and SK Hynix listing 3x oversubscribed on NASDAQ. The memory selloff heading into the listing looked like a fundamentals problem. It wasn't. Daniel Newman sat down with the SK Group chairman on listing day. Shay Boloor... more
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
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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 | #213 |  United Kingdom/Business/Investing |
Apple Podcasts | #105 |  Japan/Business/Investing |
Apple Podcasts | #172 |  Chile/Business/Investing |
Apple Podcasts | #247 |  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?
Two-host market-focused show unpacking how AI infrastructure, data centers, and enterprise AI adoption reshape investing narratives. Episodes dissect Nvidia's architecture, memory and compute bottlenecks, hyperscale capex, and the evolving balance between hardware and software in the AI era. Across recent episodes, the hosts blend price action, earnings timing, IPO chatter, and strategic bets on AI platforms, space/tech ecosystems, and data-center dynamics. Noteworthy is their willingness to challenge consensus with bold theses, live-event commentary, and a strong emphasis on how compute demand translates into market opportunity. Potential listeners may find actionable theses on AI infrastructure winners, valuation debates, and how capital ... more
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Which podcasts are similar to Futurum Equities Podcast?
These podcasts share a similar audience with Futurum Equities Podcast:
1. The Compound and Friends
2. Dumb Money Live
3. Facts vs Feelings with Ryan Detrick & Sonu Varghese
4. RiskReversal Pod
5. Animal Spirits Podcast
How many episodes of Futurum Equities Podcast are there?
Futurum Equities Podcast launched a year ago and published 49 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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What guests have appeared on Futurum Equities Podcast?
Recent guests on Futurum Equities Podcast include:
1. Ray Wang
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