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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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30 episodes
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Episodes
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Why Costco Is the Most Challenged Big Retailer at 47x Earnings
00:34:39
4/29/2026
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Weekend Update — W2617
00:12:29
4/27/2026
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Could Apple Be the Next Intel? (e2617)
00:35:28
4/22/2026
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Telltales Weekend Update (Pilot W2616)
00:10:22
4/20/2026
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Is Microsoft the Next Intel — or the OS for AI Agents? (e2616)
00:34:04
4/15/2026
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From Bankruptcy to $100B FCF (e2615)
00:30:45
4/8/2026
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Apple at 50, Oil at a Crossroads (e2614)
00:35:14
4/1/2026
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From Oil Risk Premiums to Cancer Vaccines (e2613)
00:34:35
3/25/2026
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20 Million Barrels and No Way Out (e2612)
00:33:27
3/18/2026
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The Most Dangerous Chokepoint in Energy (e2611)
00:33:14
3/11/2026
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