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 | Twice monthly | Episodes | 106 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagementInvesting | |||
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Latest Episodes
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
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
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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?
The show packs data-driven market analysis with a clear focus on signals shaping near-term risk and opportunity. Across episodes, topics repeatedly thread through oil and volatility spikes, AI adoption in earnings and capex, and the ongoing evolution of software, with insider activity and geopolitical dynamics often providing context. Conversations tend to juxtapose macro trends with concrete company signals, offering actionable takeaways for investors and professionals tracking AI, tech, and energy transitions. A notable strength is the emphasis on signal interpretation over hype, with guests who bring practical viewpoints from investing, economics, and technology. This makes it a potentially valuable listen for listeners seeking rigorous,... 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 106 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.