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
Be sure to visit the podcast's website and support the creator: telltales.substack.com
Author
by Top Mark Capital
Category
Podcast website
Latest episode
Nov 1, 2026
Where to listen?
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Android almost 10M downloads · 4.8 rating
iOS soon
Episodes
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...
E2251 - Artificial General Intelligence & Fusion Energy - December 21, 2022 21.12.2022 30:36
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...
E2250 - December 14, 2022 14.12.2022 33:36
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...
E2249 - Software (p 9) & Financials (p 10) - December 7, 2022 08.12.2022 38:43
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...
E2248 - Memo Review 1-3 (Cable, Chips, Big Tech) - November 30, 2022 01.12.2022 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: telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expressed herei...
E2247 - Energy Majors (XOM, CVX, COP) - November 23, 2022 24.11.2022 33:47
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: https://telltales.us Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views express...
E2246 - Retail Week (HD, LOW, WMT, TGT) - November 16, 2022 17.11.2022 35:33
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: telltales.substack.com Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expre...
E2245 - Payments (V, MA, AMX, PYPL, SQ) - November 9, 2022 09.11.2022 31:48
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: telltales.substack.com Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expre...
E2244 - Verizon / T-Mobile / AT&T / Dish - November 2, 2022 02.11.2022 31:28
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: telltales.substack.com Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expre...
E2243 - Netflix & Disney - October 26, 2022 26.10.2022 29:17
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: telltales.substack.com Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expre...
E2242 - Qualcomm - October 19, 2022 19.10.2022 26:52
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: telltales.substack.com Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expre...
E2241 - Micron - October 12, 2022 12.10.2022 29:36
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: telltales.substack.com Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expre...
E2240 - Intel - October 5, 2022 05.10.2022 29:21
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: telltales.substack.com/ Subscribe to the podcast... - Apple: apple.co/3SnW1w3 - Spotify: spoti.fi/3CfLGwC - Soundcloud: bit.ly/3SJdAX9 The views expr...
E2239 - AMD - September 28, 2022 28.09.2022 28:36
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: https://telltales.substack.com/ Subscribe to the podcast... - Apple: https://apple.co/3SnW1w3 - Spotify: https://spoti.fi/3CfLGwC - Soundcloud: https...
E2238 - September 21, 2022 22.09.2022 26:45
The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates hav...
E2237 - September 14, 2022 15.09.2022 25:13
The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates hav...
E2236 - September 7, 2022 07.09.2022 31:56
The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates hav...
E2235 - August 31, 2022 01.09.2022 27:33
The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates hav...
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