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Telltales | Wave AI Podcast Notes

Telltales cover

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

256 episodes

Episodes

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Oil Shocks, AI Giants, and the Cash Flow Reality Check

00:31:063/4/2026

The $300 Genome: A Turning Point in Healthcare

00:44:222/27/2026

The New Choke Points (e2609)

00:34:242/26/2026

The SaaSpocalypse Is Here (e2608)

00:36:092/18/2026

China and the Cash Flow Memo: From FedEx to Fed Funds (e2607)

00:35:482/11/2026

China, Cash Flow, and the AI Software Shakeout (e2606)

00:32:322/9/2026

Cashflow Pick’em 2026 (part 2, e2605)

00:33:221/29/2026

Cashflow Pick’em 2026 Part 1 (e2604)

00:32:111/22/2026

Healthcare Shockers, AI Doctors, and a Trillion-Dollar Pharma Buying Spree (e2603)

00:33:071/14/2026

Tech Shockers for 2026 (e2602)

00:36:321/7/2026

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