| Date Published | Title | Guest | Podcast Topics | Stocks | Audio |
|---|---|---|---|---|---|
| Aug 03, 2025 | TDI Podcast: Telemetry Hedging (#932) | Thomas Thornton |
F1 Racing, PE and Valuation, Index Concentration, Opportunities | (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG) |
|
| Jul 06, 2025 | TDI Podcast: Industrial Digitization (#928) | John Pugliano |
Robots, AI, Interest Rates, VIX, Hedging, Jobs, Future of Mankind | (ABNB), (UBER), (AAPL), (SMR), (OKLO), (CEG), (TSLA), (AMZN), (WMT) |
|
