Telltales

This podcast and the information herein are intended for informational purposes only.  The views expressed herein are the author’s 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 beli...

This podcast and the information herein are intended for informational purposes only.  The views expressed herein are the author’s 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 beli...

This podcast and the information herein are intended for informational purposes only.  The views expressed herein are the author’s 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 beli...

[00:00:53] Energy News (memo exhibit B & C) [00:05:25] Healthcare News - UNH 0.00 Earnings (memo exhibit A & Page 19) + comp to CVS 0.00 [00:07:56] AI News → MSFT 0.00 Cashflow impact of $30 Office 365 copilot META 0.00 ’s Llama 2, Impact on NVDA 0.00 GOOG 0.00 GOOGL 0.00 SNOW 0.00 AAPL 0.00 This podcast and the information herein are intended for informational purposes only.  The views expressed...

Show Notes Hunt begins the podcast with a discussion on AI's role in software companies and the impact of recent actions by OPEC, Russia, and Saudi Arabia on world oil demand. There is a detailed conversation about exhibits A, B, and C, reflecting on current trends in world oil demand, gas numbers, and the impact of the debt ceiling agreement. Various companies across different sectors are examine...

Podcast Chapters [00:00:55] Comparison of Apple, Google, and Tesla (Memo Page 1: $AAPL $GOOG $TSLA)[00:02:23] Evaluating Tesla's Growth Potential[00:03:06] What Makes a Really Good Company? Examining Apple and Alphabet[00:06:27] Comparing Multiples on $TSLA $NVDA with those of Oil & Gas Companies ($XOM, $CVX, $COP, $OXY, $KMI, $EPD, $ET, $WES, $EOG, $MGY, $PR, $FANG) This podcast and the informati...

This podcast and the information herein are intended for informational purposes only.  The views expressed herein are the author’s 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 beli...

If you are new, welcome! If you haven’t subscribed, join crew by subscribing here: Description: In this episode of the Telltales podcast, the hosts dive into the world of economics, geopolitics, and technology. They discuss the current state of oil supply and demand, the impact of China's economy on commodity consumption, and the US government's revenue and expenses. Additionally, the hosts delve...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...