Sign up to save your podcasts
Or
Share Speaking Of
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Speaking Of episodes
- A Value Investing Recap: Beta Technologies (BETA)This week, we vented our worries over the looming and bitter mid-termelections, by looking back at our most valuable ideas. Sure enough, “value”investing makes hard times more manageable.26 min
- It’s Germany, Stupid: Deutsche Bank (NYSE: DB)This week, we dig into the subtle, but profound, shift in investor interest towards Europe. We explore how there might just be a redemption story looming for one of the world’s most troubled banks: Deutsche Bank.21 min
- The Spotify Effect Devours AI: (NYSE: SPOT)A.I. anxieties overlook decades of excellent sales and margin data,especially from the music industry. Streaming giant Spotify makes itcrystal clear the challenges that are ahead.20 min
- Game of Drones: Archer Aviation (ACHR)In this episode, we take a deep dive into Archer Aviation and the electric vertical takeoff and landing (eVTOL) market.26 min
- Putting the “Value” Back in EV: General Motors (NYSE: GM)The value of the American auto giant soared on improved tariff agreements, better profits from traditional SUVs, and the rollback of low-margin EV production. We discuss the hidden long-term opportunities for electric vehicles.26 min
- Unfriendly Skies UPSIDE: Ducommun (DCO)Worries over aviation safety overlook a growing shortage in the spare parts needed to keep aging wide-body jets in service. One of California’s oldest companies, Ducommun (DCO), stands to benefit handsomely.19 min
- The Great Google ShortIn this episode, we discuss the rise of Google’s competitors and the potential for a succession battle for CEO.23 min
- U.S. Natural Gas Exports Smoke BPIn this episode, we take a closer look at natural gas, as BP and its rivals scale back plans to invest in green energy.22 min
- Tariffs, Medieval Venice, and a Well-Positioned Spanish Power UtilityIn this episode, we take a closer look at tariffs, medieval Venice, and the Spanish power utility Iberdrola.23 min
- e-Therapeutics Healthy at Consumer Electronics Show: Abbott Labs (ABT)In this episode, we discuss the recent Consumer Electronics Show and so-called “e-Therapautics,” that seem to threaten both pharmaceutical companies and health care practitioners.25 min
About Speaking Of
From the publisher's feed
Speaking Of is a podcast by Brookside Research that digs into the connections between companies, market sectors, and the global economy. Hosted by Alec Foege, a former journalist turned…
investigative researcher, and Jonathan Blum, an author and data storyteller, the show blends worldly curiosity with real-time investment analysis, uncovering the stories behind everyday products and services that shape our future. Tune in to discover the undiscovered.