DS
Episodes
3
across 3 shows
First heard
Aug 2026
Expert statements
1
1 positive
Episodes per month
Public PodLume episodes featuring it, over the last year.
1
1
1
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 1 |
| Oct 2026 | 0 |
| Nov 2026 | 1 |
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What others have said about David Schaefer
1 statement · 1 positive
Kogan would benefit from David Schaefer remaining at the company.
“it's better if Schaefer stays.”
Open the episode · Retail Deep Dive: Kogan shows the money and Cettire close to the edgeListen at 10:53
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
3 episodes featuring David Schaefer, newest first
- Nov 6, 2026
Passive flows reshape markets as concentration and dislocation growExcess Returns Nov 6, 2026 - Sep 4, 2026
Australian retail squeeze exposes deep cracks as Cettire nears the edgeThe Contrarians with Adam and AdirSep 4, 2026 - Aug 27, 2026
Higher rates test AI infrastructure and investor disciplineYet Another Value PodcastAug 27, 2026