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Telltales | Wave AI Podcast Notes
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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10 episodes
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Episodes
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10ish Surprises for 2025: Predictions That Could Shape Markets
00:27:23
12/31/2024
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2024 Cashflow Pick'em Results: Who Picked the Winners? (e2452)
00:29:39
12/24/2024
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From Uber to Tesla: Navigating the Next Wave of Transportation Tech (e2451)
00:36:27
12/19/2024
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Scaling AI: Elon Musk's 100,000 GPU Cluster and the Future of Self-Driving Cars (e2450)
00:33:28
12/11/2024
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Navigating the Challenges of AI Hallucination and Section 230 (e2449)
00:34:54
12/4/2024
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Tech Titans' AI Strategies: Delays, Investments, and Innovations (e2448)
00:31:00
11/28/2024
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Trump's 2nd Term, Part 2: Analyzing Big Tech, Chips, Software, Telecom, Media & Payments (e2447)
00:35:47
11/21/2024
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Trump's 2nd Term: Analyzing Retail, Energy, Banks, Pharma, PBMs, Fast Food and more (e2446)
00:32:37
11/13/2024
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Trump Wins 2024 Election - Implications for Energy, Healthcare, and Tech
00:33:54
11/6/2024
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Netflix vs. YouTube vs. Spotify: The Battle for Streaming Supremacy (e2444)
00:32:16
10/30/2024
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