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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

260 episodes

Episodes

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Apple at 50, Oil at a Crossroads (e2614)

00:35:144/1/2026

From Oil Risk Premiums to Cancer Vaccines (e2613)

00:34:353/25/2026

20 Million Barrels and No Way Out (e2612)

00:33:273/18/2026

The Most Dangerous Chokepoint in Energy (e2611)

00:33:143/11/2026

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

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