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 | 109 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagementInvesting | |||
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Latest Episodes
Avory’s Mid-2026 View
Luis Alvarez and Avory Chief Investment Officer Sean Emory review the first half and outline Avory’s second-half views through five questions:
00:00 Five Big Questions
00:36 Show Format And Macro Setup
01:35 Market Bifurcati... more
Burden Today or a Moat for Tomorrow.
On the Avory Around the Desk podcast, Sean Emory of Avory & Company discusses why Meta may be misunderstood despite being the cheapest of the Mag 7, the second-fastest grower behind Nvidia, and having the highest... more
AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85
Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value actually accrues, why models may commoditize as open sour... more
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week.
Markets are seeing multiple spikes simultaneously:
• Oil prices jumping sharply
• Volatility surging
• Corp... more
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Friend recommended me this podcast and I love it. I’ve been listening to it none stop definitely a good one!!
Apple Podcasts5Derrick@56320United States4 years ago - Love to listen
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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 market-focused program featuring data-driven analysis of macro signals, earnings, and AI-related investment trends. Episodes frequently dissect oil and volatility spikes, AI adoption in earnings calls, and the capital allocation strategies of large tech and consumer companies. The host often contrasts AI hype with actual spend and project timelines, while bringing in conversations about labor markets, crypto, and retail dynamics to illuminate investment opportunities. Noteworthy is the firm emphasis on signal quality, practical valuation, and a willingness to challenge prevailing narratives, making it useful for listeners who want concise, evidence-backed perspectives on markets and investing.
Overall, it's likely to appeal to finance pr... more
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Which podcasts are similar to Avory - Markets and Investing?
These podcasts share a similar audience with Avory - Markets and Investing:
1. BG2Pod with Brad Gerstner and Bill Gurley
2. Hedgeye Podcasts
3. Invest Like the Best with Patrick O'Shaughnessy
4. The Compound and Friends
5. All-In with Chamath, Jason, Sacks & Friedberg
How many episodes of Avory - Markets and Investing are there?
Avory - Markets and Investing launched 6 years ago and published 109 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.