Avory - Markets and Investing
Avory & Co.Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views ... more
| Publishes | Weekly | Episodes | 105 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
AI vs SaaS: Seat + Consumption Can Coexist
Salesforce, Workday, Nvidia, Zoom, Block | Around the Desk
This week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.
Are seat-based models being replaced?
Or is A... more
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:
Are we getting close to a bottom in software?
Insiders are buying.
Business formations are su... more
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.
Inflation is cooling.
Jobs are stable.
Earnings are holding up.
Yet parts of software are trading ... more
In this episode of Around the Desk, Sean Emory, Founder and Chief Investment Officer at Avory & Co., steps back from the AI noise to focus on what actually matters right now.
Using recent earnings from Google, Microsoft, Amazon, and Meta, this conve... more
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Apple Podcasts | #213 |  France/Business/Investing |
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Frequently Asked Questions About Avory - Markets and Investing
What is Avory - Markets and Investing about and what kind of topics does it cover?
A platform for thoughtful discussions on market dynamics and investment strategies, this podcast features experts analyzing macroeconomic trends, corporate performances, and shifts in investor sentiment. The episodes probe into crucial topics like the freelance economy, asset tokenization, and innovations in artificial intelligence within the business landscape. Listeners are likely to gain insights from a range of high-profile guests, covering various sectors and incorporating quantitative analysis and qualitative narratives. The engaging conversations are aimed at fostering a deeper understanding of market forces and investment opportunities, making it a compelling listen for anyone interested in finance and business developments.
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Rephonic provides a wide range of podcast stats for Avory - Markets and Investing. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Avory - Markets and Investing and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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How many episodes of Avory - Markets and Investing are there?
Avory - Markets and Investing launched 6 years ago and published 105 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 Avory - Markets and Investing?
Recent guests on Avory - Markets and Investing include:
1. Alex Morris
2. Micah Kaufman
3. Seth Golden
4. Garth Friesen
5. Kai Wu
6. Anthony Power
7. Travis Brooks
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.