by Top Mark Capital
Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies telltales.substack.com
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by Top Mark Capital
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Podkastens nettsted
Siste episode
8. jul 2026
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Episoder
2023.24 $NVDA Cashflow Outlook & Expanding the Energy Drink Market with $CELH 14.06.2023 33:22
Episode Chapters [00:00:44] Exhibit C: Oil Supply & Demand [00:04:35] Exhibit B: Natural Gas [00:07:56] Exhibit A: US Gov Cashflow [00:09:46] Page 12: Gas Companies $AR $EQT $CHK [00:11:28] Exhibit B & Page 12: Gas Q&A [00:13:54] Other Macro [00:15:39] Page 3: $NVDA $AMD $INTC $TSM / $ASML [00:25:46] Page 8: $KMX , $WMT , $TGT , $LOW , $HD [00:26:46] Page 16: $CELH $MCD $SBUX $CMG [00:30:37] Page...
2023.23 Will recent innovations create a tidal wave of cashflow for $NVDA, $TSLA, and/or $AAPL? 07.06.2023 33:35
Podcast Chapters [00:00:53] Exhibit C: Oil [00:02:29] Exhibit B: Gas [00:03:40] Exhibit A: US Gov Cash Flow [00:04:55] Page 20: $UBER / $DASH / $ABNB / $FIVE [00:05:36] Page 14: $CAT / $DE / $GNRC / $TDG / $FAST [00:08:30] Is a step change in cash flow coming for $AAPL / $TSLA / $NVDA ? [See page 1( $AAPL / $GOOG / $TSLA ) & 3( $NVDA / $AMD / $INTC / $TSM )] [00:24:49] Page 15: $PFE / $MRNA / $BNT...
2023.22 Budget Deal, Oil & Gas, Biotech, & How to Find the Next Nvidia ($NVDA) 31.05.2023 30:58
If you are new, welcome! If you haven’t subscribed, join crew by subscribing here: telltales.us 🎧 To listen to the podcast, subscribe on Substack, Apple Podcasts, Spotify, or SoundCloud. Keep reading for supplemental data to accompany the podcast.- Apple: apple.co/3SnW1w3- Spotify: spoti.fi/3CfLGwC- Soundcloud: bit.ly/3SJdAX9 This newsletter is designed to complement the podcast and ultimately...
2023.21 Memo Review: Comparing Valuations Across Sectors 24.05.2023 33:48
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.20 Navigating the Economic Landscape: Insights on Debt, Energy, Stocks, and Innovative Tech 17.05.2023 29:25
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.19 Why We Need a Healthcare Revolution 10.05.2023 33:05
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.18 mRNA - Beyond COVID ($PFE $MRNA); Advanced Diagnostics ($LNTH) 03.05.2023 31:32
In this episode, Hunt covers the latest updates on Oil and Gas supply and Demand and touches on the upcoming debt ceiling. Then Mike, Jason and Hunt discuss mRNA technology, its impact on COVID-19 vaccines, and potential applications in cancer treatment. We explore the promising future of companies like Moderna, Pfizer, BioNTech, and Lantheus, as they leverage this groundbreaking technology to dev...
2023.17 Exploring the Future of Oil and Gas & the Impact of Generative AI 26.04.2023 34:09
In this episode of Telltales, hosts Mike, Hunt, and Jason discuss a wide range of topics related to technology, finance, and business strategy. They begin by exploring the current state of the oil and gas industry, including the impact of rising oil prices, the role of renewable energy, and the challenges facing traditional energy companies. They also discuss the recent news about Oracle's acquisi...
2023.16 Navigating Troubled Waters: Unfurling the Sails on Oil, Gas, and AI Copyright Issues 19.04.2023 30:24
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.15 Chip glut, oil & gas surplus, recession looming? 12.04.2023 33:22
This week, in addition to covering oil & gas and macro, we review the effect of AI on pages 17-20 and dig into the semiconductor cycle. Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales...
2023.14 OPEC Cut Impact on Oil Supply/Demand Imbalance + Impact of AI on pages 1-6 05.04.2023 33:58
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.13 EPISODE 100! Oil and Gas surplus, Chips & Ai 29.03.2023 31:03
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.12 Is Oil over supplied? A budget showdown is coming. Which Ai business model will win? 22.03.2023 31:19
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.11 Banking meltdown: Silicon Valley Bank & Credit Suisse 15.03.2023 32:28
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.10 Biden's budget; AI lacks product market fit; Perspectives on re-shoring semi mfg 08.03.2023 32:40
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.09 US Government Revenues & Expenses ++ a discussion on Salesforce turnaround 01.03.2023 32:15
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.08 - Thoughts on a flattening yield curve & Semiconductors 22.02.2023 31:11
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.07 Energy, Macro, US Deficit, Interest rate, and Software industry views ++ Intel pay cuts 15.02.2023 32:24
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.06 Degree Days & '23 Free Cash Flow Outlook (memo pg 18-20) 08.02.2023 36:20
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.05 '23 Free Cash Flow Outlook (memo pg 8-17) 01.02.2023 31:44
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.04 - '23 Free Cash Flow Outlook (memo pg 1-7) 25.01.2023 29:43
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia 18.01.2023 31:52
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.02 - UPS/FDX/NKE/COST ++ MSFT & ChatGPT 11.01.2023 31:57
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
2023.01 - Oil Production, Restaurants, & Microsoft to launch chatGPT on Bing! 04.01.2023 33:21
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
E2252 - LLMs, Midstream O&G, & Pharmaceuticals - December 28, 2022 28.12.2022 33:14
Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology. Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed h...
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