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This newsletter is designed to complement the podcast and ultimately enable you develop your ability to think critically and independently about investments. Neither the podcast nor this newsletter provide ‘stock tips’ or financial advice. You should always do your own work to determine if an investment is suitable for you. If you are new, please check out the What are Telltales? post.

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The information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

In this episode, Hunt covers the latest updates on Oil and Gas supply and Demand and touches on the upcoming debt ceiling. Then Mike, Jason and Hunt discuss mRNA technology, its impact on COVID-19 vaccines, and potential applications in cancer treatment. We explore the promising future of companies like Moderna, Pfizer, BioNTech, and Lantheus, as they leverage this groundbreaking technology to develop novel diagnostics and treatments. Join us as we delve into the financial implications and investment opportunities presented by these trailblazing biotech and pharmaceutical companies.

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

In this episode of Telltales, hosts Mike, Hunt, and Jason discuss a wide range of topics related to technology, finance, and business strategy. They begin by exploring the current state of the oil and gas industry, including the impact of rising oil prices, the role of renewable energy, and the challenges facing traditional energy companies. They also discuss the recent news about Oracle's acquisition of Cornerstone, and what this could mean for the future of enterprise software.

Later in the episode, the hosts delve into the world of finance, sharing their experiences and insights as investors in companies like Salesforce, Walmart, and Microsoft. They discuss the challenges of investing in high-growth tech companies, the importance of analyzing free cash flow, and the potential benefits of incorporating AI and machine learning into financial analysis.

Throughout the episode, the hosts share their perspectives on a variety of topics related to technology, finance, and business, offering valuable insights and thought-provoking commentary on the latest trends and developments in these fields.

Key topics discussed in this episode:
- The current state of the oil and gas industry, including the impact of rising oil prices and the role of renewable energy
Oracle's recent acquisition of Cornerstone and what this could mean for the future of enterprise software
- The hosts' experiences and insights as investors in companies like Salesforce, Walmart, and Microsoft
- The challenges of investing in high-growth tech companies and the importance of analyzing free cash flow
- The potential benefits of incorporating AI and machine learning into financial analysis

Hosts: Mike, Hunt, and Jason

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

This week, in addition to covering oil & gas and macro, we review the effect of AI on pages 17-20 and dig into the semiconductor cycle.

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Telltales is a weekly podcast where we discuss capital markets. Each week you can expect a discussion that touches on macroeconomics, energy, and technology.

Subscribe to our weekly substack to get notified of new episodes and see our data dashboard: www.telltales.us

Subscribe to the podcast...
- Apple: apple.co/3SnW1w3
- Spotify: spoti.fi/3CfLGwC
- Soundcloud: bit.ly/3SJdAX9

The views expressed herein are the hosts’ alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the hosts nor any of their employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The hosts and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com