Archive | Pod Capo

Archive

Who actually gets wiped out when AI pops (Mark Cuban)

Jul 24, 2026

Howard Marks, at 80, on the years he wasted

Jul 17, 2026

One guy with Excel is beating the Bloomberg consensus

Jul 10, 2026

An engineer spent $100M on tokens in one month

Jul 3, 2026

Two 24-year-olds vs Nvidia (with a chip they say is 10x better)

Jul 1, 2026

He got rich on 3 stocks by finding one secret

Jun 26, 2026

Revenge and patriotism are a great investment thesis

Jun 23, 2026

Micron might be worth more than Meta by Christmas

Jun 19, 2026

The $5B fund that returned 1.01x (and called it a win)

Jun 16, 2026

The AI boom's real bottleneck isn't chips. It's copper.

Jun 12, 2026