Episode Appearances
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Referenced in anecdote about Parker looking up her credentials before segment”
Software sector earnings misses and margin compressionSemiconductor valuation and earnings estimate revisionsAI productivity impact on enterprise profitability
View Analysis
CNBC's "Fast Money" · Feb 23, 2026
Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26
“CNBC reporter covering JP Morgan shareholder update and guidance on AI disintermediation exposure”
Tariff Policy and Trade UncertaintyAI Disruption in Software IndustryPrivate Credit Market Stress
View Analysis