Episodes
7,943 episodes decoded, newest first.
UK Small/Mid Caps with Paul Scott
Paul Scott warns listeners about fake Substack accounts
The episode pairs a routine subscriber update with a practical warning about scammers impersonating the show on Substack.
Aug 14, 2026 · 13 min
The Rules of Investing
Investors rethink diversification as inflation reshapes portfolios
The traditional balance between equities and government bonds is under pressure, forcing investors to reconsider how portfolios manage inflation, rates and shocks.
Aug 14, 2026 · 46 min
Stock Movers
SanDisk surges while Tapestry plunges on tariff fears and weak guidance
Understanding the specific catalysts behind sudden stock movements helps investors navigate corporate restructuring, analyst upgrades, and macroeconomic headwinds like tariffs.
Aug 14, 2026 · 6 min
Stock Movers
SanDisk rallies and Reddit surges on S&P 500 inclusion
Understanding the catalysts behind sudden stock surges helps investors navigate index inclusions, analyst upgrades, and speculative retail momentum.
Aug 14, 2026 · 8 min
Stock Movers
SanDisk and Reddit surge while York Space Systems cuts guidance
Understanding the specific catalysts behind daily stock movements helps investors separate short-term market noise from long-term corporate trends.
Aug 14, 2026 · 6 min
Stock Movers
Reddit surges and Applied Materials slips as trade tariffs boost AeroVironment
This episode highlights how index changes, aggressive trade policies, and sky-high investor expectations are actively reshaping corporate valuations.
Aug 14, 2026 · 6 min
Stock Movers
Reddit rallies on S&P 500 entry while Applied Materials slides
This episode highlights how index inclusions and trade policy shifts can overshadow fundamental earnings performance in driving daily market winners and losers.
Aug 14, 2026 · 6 min
Stock Movers
Markets weigh strong forecasts against sharp stock reversals
The episode shows how earnings, policy announcements, index inclusion, and quarterly losses are moving individual stocks in different directions.
Aug 14, 2026 · 8 min
Stock Movers
Aviva beats forecasts as DFDS surges and GB Group slides
The episode shows how sharply different company updates can reshape European stock performance in a single trading session.
Aug 14, 2026 · 4 min
Stock Movers
European stocks split as earnings lift Talanx and analysts cut Mandatum
The episode shows how sector momentum, company results, and analyst sentiment can pull European financial stocks in opposite directions.
Aug 14, 2026 · 6 min
Stock Movers
Asia markets split as JD.com falters and Asics surges
The episode tracks how weakening Chinese consumption, AI-fueled Taiwan valuations, memory demand and upgraded guidance are reshaping Asian equities.
Aug 14, 2026 · 7 min
Stock Movers
AI spending splits Asian markets
The episode shows how investors are separating companies benefiting from AI demand from those still proving their AI investments can pay off.
Aug 13, 2026 · 7 min
The Sunday Roast
Buccaneer Energy bets on European gas growth
Paul Welch outlines how Buccaneer Energy could use cash from Texas oil production to pursue European gas projects with substantial development and financing risks.
Aug 13, 2026 · 29 min
Odd Lots
Trucking rates rebound as usable capacity tightens
The episode examines whether stronger freight demand is colliding with regulatory, infrastructure, and liability pressures that could permanently reshape trucking.
Aug 13, 2026 · 54 min
Prof G Markets
AI Compute Meets Wall Street’s Circularity Problem
The episode connects a speculative market for AI computing power with inflation, inequality, weak hiring, and uncertainty around OpenAI.
Aug 13, 2026 · 33 min
Stock Movers
European stocks diverge as cities race toward smarter growth
The episode connects market signals from company guidance with the larger infrastructure challenge created by rapid urbanization.
Aug 13, 2026 · 6 min
Stock Movers
Cisco questions AI growth as luxury and insurance stocks diverge
The episode pairs a quick read on earnings-driven market moves with a broader question about whether AI can help cities plan for rapid urbanization.
Aug 13, 2026 · 7 min
Stock Movers
Rallies Collide With Reality for StubHub, Cerebras and Tapestry
The episode shows how elevated expectations can turn ordinary earnings updates into sharp market repricing, while examining the infrastructure choices shaping smarter cities.
Aug 13, 2026 · 6 min
Stock Movers
Cerebras and StubHub slide as Birkenstock rallies
The episode contrasts how guidance, expectations, and consumer demand can quickly reshape the market’s view of three companies.
Aug 13, 2026 · 6 min
Equity Mates Investing Podcast
Bryce leads portfolio challenge by making no changes
The halfway results test whether active trading and concentrated bets can outperform a diversified DHHF core allocation.
Aug 13, 2026 · 16 min
Stock Movers
Workday rallies as AI expectations reshape stock movers
The episode shows how acquisition speculation, AI sales forecasts, tariffs, and event-driven demand are moving companies across software, technology, footwear, and ticketing.
Aug 13, 2026 · 8 min
Stock Movers
Memory-chip rally meets AI caution and Dubai’s urban blueprint
The episode connects sharp stock-specific reactions with broader signals from bond markets and the infrastructure demands of fast-growing cities.
Aug 13, 2026 · 7 min
Stock Movers
AI expectations reshape tech stocks as Workday attracts takeover interest
The episode shows how demanding AI valuations, private-equity speculation, and uneven consumer performance are driving sharply different market reactions.
Aug 13, 2026 · 8 min
Motley Fool Hidden Gems Investing
Strong orders fail to lift Cisco and Cerebras shares
The episode examines what investors may be missing when solid demand and AI exposure fail to translate into stock gains.
Aug 13, 2026 · 29 min