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Exponential Learning

The Team

Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.

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  • 39 episodes
  • Avg 13 min
  • English

Episodes 39

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  • Today · 17 min

    AI or Bust — Deep Dive

    Alex and Jordan go deep on Sonu Varghese's Carson Group piece 'It's All One Big Trade Now: AI or Bust': why hot inflation sent yields plunging, the AI credit stress (CoreWeave, Oracle, Meta CDS), the inflation supercycle vs the 1990s, concentration (42 st

  • Today · 18 min

    I Said I'd Worry. I'm Worried. — Deep Dive

    Alex and Jordan go deep on Eric Soda's latest Spilled Coffee investing update: the inflation puzzle (two hot reports, market barely flinched), year five of the bull market (seven-for-seven since 1950), the violent breadth thrust, CPI/PPI breakdowns, the 2

  • Today · 10 min

    BAE Systems on the Battlefield: A War Story for Investors

    Alex and Jordan narrate a fictional day of operations threaded end-to-end with BAE Systems products — Paladin and Archer artillery, Bradley and CV90 fighting vehicles, AMPVs, M777s, Type 26 frigates, Dreadnought and Astute submarines, Typhoon and the Temp

  • Today · 11 min

    Lockheed Martin on the Battlefield: A War Story for Investors

    Alex and Jordan narrate a fictional night operation threaded end-to-end with Lockheed Martin products — F-35s as quarterback, F-22s running the wall, HIMARS shoot-and-scoot, PrSM, JASSM-ER/LRASM, THAAD and PAC-3 MSE missile defense, Aegis at sea, HELIOS l

  • Today · 9 min

    Northrop Grumman on the Battlefield: A War Story for Investors

    A battlefield narrative for the layman investor: one night operation threaded with Northrop Grumman products — Global Hawk and Triton watchers, the E-2D Hawkeye nerve center, IBCS fusing air defenses into one organism, B-2 Spirits penetrating (with the B-

  • Today · 10 min

    L3Harris on the Battlefield: A War Story for Investors

    A battlefield narrative for the layman investor: one fictional night operation in the Western Pacific, threaded end to end with L3Harris products — SDA missile-tracking satellites, the EA-37B Compass Call jammer, Viper Shield and IDECM electronic warfare,

  • Today · 16 min

    Sector & Factor Weekly — Week of October 12

    For informational and educational purposes only; not financial advice. Alex and Jordan recap the week across all 11 sectors — health care, staples and energy led while tech plunged 7.2% — the biggest stock movers in each sector, and a historic factor rota

  • Today · 19 min

    Capital Markets Weekly — Week of October 12

    The AI trade unraveled while everything else rallied. Alex and Jordan break down a split week: Nasdaq down 4.5% on AI financing fears, Dow up 0.7% on the rotation into defensives and energy, hot CPI and PPI, a noncommittal Fed Chair Warsh, the 10-year yie

  • Yesterday · 18 min

    Talen Energy: The Nuclear Toll Road for AI Power

    Alex and Jordan deep-dive Talen Energy (TLN) — the Susquehanna nuclear plant, the landmark 1,920 MW Amazon deal through 2042, the gas acquisition flywheel, and why it's the torque play on the AI electricity bottleneck.

  • Yesterday · 18 min

    ROSY Deep Dive: Inside Rosenberg's New Macro ETF

    Alex and Jordan go through the prospectus, the portfolio, and the positioning of the Corton Rosenberg Global Macro ETF (TSX: ROSY) — what's in it, what the allocation says about Rosenberg's worldview, and what to watch.

  • Yesterday · 14 min

    Bad Moon Rising: Wedgewood Partners Q3 2026 Letter

    Alex and Jordan break down Wedgewood Partners' Q3 client letter — record highs over the worst breadth in decades, Microsoft's 30% ROIC, and shopping for compounders under a bad moon.

  • Yesterday · 14 min

    Real Interest Rate Shock: The Next Shoe to Drop

    Alex and Jordan break down Alpine Macro's new special report — why the bond selloff is about real rates, not inflation, and why risk asset prices may be the next shoe to drop.

Showing 1–20 of 39 episodes